12-10-24 Portfolio Rebalancing & High Valuation Risks

2024-12-05

Max out your Health Savings Account for triple tax benefits! Don’t miss out on saving money for medical expenses. 💸💪 #finance #healthcare

Watch the entire show here: https://cstu.io/3ca9ef

YouTube channel = @ TheRealInvestmentShow

2024-12-03

Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot-com bubble serves as a prime example. Speculative bets on internet stocks drove valuations to extraordinary levels, with investors leveraging margin accounts and options to chase gains. When the bubble burst, the Nasdaq lost nearly 80% of its value, leaving leveraged traders especially vulnerable to devastating losses. Lance and Jonathan discuss these lessons from history on today’s show, plus a discussion on asset diversification, and what happens when all assets become correlated, the fallacies of diversification, and overlap risk. Money mistakes made by the young; the best stop-loss tools and strategies; the flaw in comparing portfolio

2024-10-09

📈 Wise investment tip: When everyone’s buying, it’s time to consider taking profits and diversifying. Rebalance your portfolio for long-term success! 💰 #InvestingTips

Watch the entire show here: https://cstu.io/c90725

YouTube channel = @ TheRealInvestmentShow

2024-10-06

Reality check on #employment numbers! The recent revision shows 818,000 jobs lost post-2020 were rehires. Slow economic growth = slower wage increases. 📉

Watch the show here: https://cstu.io/5768c6

YouTube channel = @ TheRealInvestmentShow

2024-10-02

On September 18, 2024, the headlines read the Fed cut the Fed Funds rate by 50 basis points. At first blush, one would think that a trader with a crystal ball a couple of days before the Fed action would buy bonds and lick their chops over the money they would soon make. In this case, the crystal ball was a curse.

Bond yields rose following the rate cut despite what many investment professionals perceive to be a bullish event. If you scour the media, you will find rationales for the sell-off. Such includes the Fed stoking inflation or China’s massive stimulus package. In our opinion, it’s much more straightforward; it all comes down to context.

We were inspired to write this by a message asking us in disbelief if we had ever seen such an adverse bond market reaction to a rate cut.

2024-08-05

What’s going on with the unwinding of the carry trade, and should you be concerned? Lance Roberts & Michael Lebowitz provide perspective, explain the significance of the Carry Trade and what is happening in the Japanese economy, and why it is effecting global markets today (8/5/24)…plus their advice on what you can and should do today.

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CPA
Produced by Brent Clanton
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2024-08-03

Small businesses heavily rely on credit card payments for cash flow. Recent trends show rising delinquencies in both credit cards and auto loans. #SmallBusiness #CreditCardPayments

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2024-07-31

Many wealthy people choose to pass on wealth when they die, but that’s not the only way. Passing on assets during your lifetime can have big benefits, both psychological and practical, and beyond alleviating financial stress, early inheritance can provide a test run for future big gifts.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
Bullish Years Often Have Corrections
https://realinvestmentadvice.com/bullish-years-often-have-corrections/
"Pullback Doesn’t Deter Investor Bullishness"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Was the Rally For Real?" is here: