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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1-20-26 Tariff Headlines = Another Buying Opportunity?
2026-01-20
Tariff headlines over Greenland are creating noise, not new risk.
In this Short video, Lance Roberts explains why past tariff threats didn’t derail earnings or inflation, why this pullback looks normal, and how markets often turn headline panic into buying opportunities.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Rotation Continues As Markets Remain Bullish
2026-01-17
Sector rotation is this weekend’s 2026 Investment Summit. I am presenting at the conference as you are reading this. However, I would be remiss not to share a brief market update as we head into next week. The full newsletter will return next week. That said, U.S. equity markets delivered mixed performance last week. Major …
The Biggest Myth About “Money Printing” Explained
2025-11-25
The Fed doesn’t print money.
In this short video, Garrett Baldwin and I discuss how real money is created through government debt issuance and bank lending, why Fed actions are just asset swaps, and why modern money is always lent into existence rather than printed.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Ray Dalio Says Sell: But Not Yet
2025-11-25
Ray Dalio is considered by many investment professionals to be a market maven. This is because of the wild success of his hedge fund, Bridgewater, with assets under management of $136 billion, as well as several best-selling economics/finance books he has written. In recent times, Ray Dalio has repeatedly emphasized that markets are in a …
11-21-25 Roth Conversion Strategy: What Actually Works
2025-11-21
Not all Roth conversions are created equal — and new research shows a clear winner.
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:
• Staying in a traditional IRA/401(k) and taking RMDs
• A one-time Roth conversion
• A gradual, multi-year conversion strategy
We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill.
0:19 – The Sexiest Word in Finance
4:44 – The Roth Account Smile
7:29 – Roth Applications for Different Stages of Life
10:17 – Tax Hierarchy Considerations
14:09 – The Craft of Retirement Income & Withdrawals
19:07 – Roth as a Legacy
10-13-25 Markets vs Reality: Daniel LaCalle on the Coming Global Reset
2025-10-07
Are markets completely disconnected from economic reality?
In this in-depth conversation, Lance Roberts sits down with Daniel LaCalle, Chief Economist at Tressis and author of "Freedom or Equality," to discuss the illusion of wealth, the rise of sovereign debt bubbles, and why the next financial crisis may already be unfolding beneath the surface.
Key takeaway: Markets may look strong, but the foundations are far weaker than investors believe.
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#GlobalEconomy #MarketReality #DanielLaCalle
#SovereignDebtCrisis
10-6-25 Bear Market Losses: The Dangerous Illusion Investors Fall For
2025-10-06
Investors often believe that when markets “recover,” their portfolios do too — but that’s a dangerous illusion. In this episode, Lance Roberts breaks down why percentage losses and gains are not symmetrical, and how a 50% loss requires a 100% gain just to break even.
We’ll discuss why bear market math destroys long-term returns, how emotional investors get trapped in the “illusion of recovery,” and why managing risk during drawdowns matters more than chasing every rally.
0:19 – The First Full Trading Week of October – Action
4:11 – Markets – Overbought & Overconfident?
9:27 – Where is the Promised Recession?
12:06 – What is Supporting the Market?
15:53 – The Overall Liquidity Base is Still Flush
19:19 – Annual vs Intra-year Returns Comparison
22:18 – Understanding Losses in Bear
Miran Says Rates Are Too High: Politics Or Reality?
2025-10-01
Stephen Miran, Donald Trump’s recent addition to the Fed, joined the Federal Reserve the day before the last meeting. At that meeting, he was the only dissenting vote, supporting a 50-basis-point rate cut. All other members voted for a 25-basis-point cut. Additionally, Miran is likely the FOMC participant who thinks the Fed Funds rate should …
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