Richard & Jonathan discuss market activity for the week; the price of admission that investors must pay. Consumers (and companies) do not have a lot of pricing power. The European Conundrum: What happens when the US drops Ukraine support? Tariff talk & pressure on small cap companies; why we don't have to be invested in every asset class (where diversification really came from). Dad pants, Build-a-Bear, leanring to give up some stocks, and a bear market mood. The impact of tariffs and the velocity of Trump agenda. arket trepidation; William Shatner should've been hired to pitch Conn's. Phobias: Ketchup, heights, & Sansabelt pants; more market commentary and planning around Sunset Laws. Dealing w Roth IRA vs Roth 401k rules differences. The flaw in investing to avoid paying taxes (hint: If you're paying taxes, you're making money.) Tax planning should occur all year long. Gifting custodial accounts. 3:07 - The Price of Admission Investors ust Pay 14:35 - Why We Don't Have to be Invested in Every Asset Class 30:26 - Financial Planning for Sunset Laws 44:39 - The Flaw in Tax Avoidance Investing Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan cCarty, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: -UkJTRu&list=PLVT8LcWPeAugpcGz8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Why Bitcoin Will Not Replace The Dollar" https://realinvestmentadvice.com/resources/blog/why-bitcoin-will-not-replace-the-dollar/ "Retail Exuberance Sets arket Up For A Correction" https://realinvestmentadvice.com/resources/blog/retail-exuberance-sets-market-up-for-a-correction/ ------- The latest installment of our new feature, Before the Bell, "Weighted Indexes Drive arkets Once Again," is here: https://www.youtube.com/watch?v=_9YgTKhf0IU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Why Bitcoin Will Not Replace the Dollar," -v7Z4cEX1E&list=PLVT8LcWPeAugpcGz8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Beararket #StockarketCrash #RecessionProof #arketVolatility #InvestWisely #WeightedIndexes #ag_7 #NASDAQ #Russell2000 #SmallCap #LargeCap #Emergingarkets #InternationalStocks #AllTimeHighs #BitcoinVsDollar #CryptoDebate #BitcoinFuture #DigitalCurrency #FiatVsCrypto #arketomentum #RelativeStrenth #PriceCompression #ACDBuySignal #InvestingTrends #InvestingAdvice #oney #Investing |
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