by Lance Roberts
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| Most investors don’t realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?” #FinancialPlanning #InvestingEducation #BehavioralFinance #RiskManagement #WealthProtection |
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2-18-26 Q&A Wednesday: Markets, Money, and Your Questions
2026-02-18
It’s Q&A Wednesday—your questions drive the show.
Lance Roberts & Danny Ratliff break down what’s moving markets right now, key economic and Fed signals to watch this week, and the practical portfolio decisions that matter most (risk, allocations, income, taxes, and retirement timing). Drop your question in the live chatroom and we’ll tackle as many as we can.
Topics we often cover: market volatility & trend levels, rates/inflation, sector rotation, retirement income, tax strategy, ETFs vs. individual bonds, and avoiding emotional decision-making.
#QandAWednesday #MarketOutlook #PortfolioRisk #RetirementPlanning #InvestingEducation
2-13-26 529 Leftovers, Retirement First, & the Real Cost of Cars
2026-02-13
What happens when the “perfect” plan doesn’t happen—your kid skips college, your retirement clock is ticking, and the family budget gets ambushed by costs you never saw coming?
Jon Penn and Jonathan McCarty connect three real-world money stress points that are showing up everywhere right now:
1) The kid isn’t going to college—now what about that 529?
2) Retirement vs. college: the household tug-of-war
3) Hidden car ownership costs: the budget killer after the dealership
0:00 – INTRO
0:21 – Market Futures & Precious Metals
2:33 – Rising Costs of automobiles & maintenance
5:27 – Rising Cost of Auto Insurance
10:45 – Kids’ First Cars & Replacements
15:14 – What Happens to 529 Plans Leftover?
22:11 – The Increased Cost of Education
26:39 – Construction Technology
28:26 – Rolling 529 Funds
12-27-29 The Fed Is Pricing Growth Without Jobs — And That’s the Risk
2025-12-27
Markets are pricing in strong growth and big earnings gains next year, but the labor and inflation data point to a slowing economy.
In this short video, Joseph Wang and I discuss why the Fed is relying on productivity rather than job growth to drive the economy—and why that assumption is the key risk to watch in 2026.
📺Full interview:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Repo Market: Critical Warning Or Bullish Signal
2025-11-08
🔎 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! 🏛️ …
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