by Lance Roberts
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| Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you’re naming a bank, brokerage trust department, or independent trust company to manage assets and carry out your wishes after you’re gone. Lance Roberts & Jon Penn break down how to compare corporate trustees beyond just “lowest fees,” including fiduciary standards, investment flexibility, service model, administrative capabilities, distribution discipline, technology/reporting, continuity, and how they handle family dynamics. #EstatePlanning #Trusts #Trustee #WealthManagement #FinancialPlanning |
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1-28-26 Q&A Wednesday, the YouTube Chat Free-for-all
2026-01-28
Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week.
Lance Roberts & Danny Ratliff answer real-time questions straight from the YouTube live chat. No scripts. No pre-selected topics. Just timely, unfiltered discussion on the issues investors are wrestling with right now.
#QAWednesday #InvestorQuestions #MarketVolatility #FinancialEducation #RiskManagement
5x Leverage Is Too Much Says The SEC
2025-12-05
Wall Street’s financial engineers thought they had found yet another way to turn financial markets into casinos. The gimmick this time is with 3x, 4x, and even 5x leveraged ETFs tied to individual stocks and cryptocurrencies. The SEC just ruled against these new proposals, apparently drawing the line at 2x leverage as the rules state. …
Rally Into Year-End: 3-Reasons To “Buy Dips”
2025-10-18
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
10-16-25 Capitalism: The Real Path to Wealth & Happiness
2025-10-16
What makes capitalism the most successful wealth-building system in history?
Lance Roberts & Michael Lebowitz explore how economic freedom, private ownership, and innovation incentives have lifted billions out of poverty and created unmatched prosperity.
Why do societies that embrace free markets and entrepreneurship tend to enjoy higher standards of living, longer lifespans, and greater personal happiness? Lance & Michael examine the misconceptions surrounding capitalism—why critics often overlook the power of voluntary exchange and how wealth creation benefits everyone over time.
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Capitalism: The Road To Wealth And Happiness
2025-10-15
The graph below presents another opportunity to revisit how capitalism and the economic freedom it entails lead to prosperity. The scatter plot below shows the intersection of The Fraser Institute’s Economic Freedom Index with per capita GDP for 102 of the largest economies. Before analyzing the graph and what it implies for capitalism, let’s gain …
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