Lance Roberts
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| The Fed can call it reserve management purchases, but the mechanics are the same: they are adding liquidity, expanding the balance sheet, and supporting financial markets. In this short video, Michael Lebowitz and I discuss why the terminology matters less than the market impact. 📺Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
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10-31-25 Why Risk Tolerance Questionnaires Don’t Work
2025-10-31
Most investors have filled out a risk tolerance questionnaire—but does it really measure how you’ll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions.
Understand risk before markets remind you what it really feels like.
[NOTE: Use hashtags only on Substack posts!]
#FinancialPlanning #RiskManagement #InvestorBehavior #WealthStrategy #RIAAdvisors
Beyond Meat Surges: Another Meme Ponzi?
2025-10-23
In August 2025, Beyond Meat (BYND), a plant-based meat producer, took to social media to call reports of its bankruptcy “unequivocally false”. Despite the assurances, the company was floundering, and bankruptcy was a possibility. The company has significant liabilities and has lost money every year since its IPO. Adding to their woes, sales peaked in …
9/3/25 10 Reasons You Shouldn’t Retire (but what to do if you do)…
2025-09-03
Thinking about retirement? Think again.
Lance Roberts & Danny Ratliff present 10 powerful reasons you shouldn’t retire too soon—from financial stability to maintaining purpose and health. But if you do decide to retire, they’ll also show you exactly what steps to take to protect your money, lifestyle, and long-term security.
0:19 – How ChatGPT Saved Google in Anti-trust Court
2:49 – Why the 50-DMA is Key
8:18 – Looking Ahead to Employment Revisions
11:01 – Portfolio Risk Management Amid Investor Complacency
13:23 – Traders’ Performance & Baseball Greats
17:43 – Honor Thy Stoploss
22:04 – Tariffs + Markets Looking for Reason to Cool Off
25:08 – Day Trading is Not a Good Career Choice
30:44 – Retirement vs The Big Correction
34:00 – Making Mistakes Too Close to Retirement
36:34 – What to
7-9-25 Make Sure You’re Not Too Conservative in Your Allocations
2025-07-09
Yes, you can be too conservative in managing your retirement portfolio…just as you can be too risky. But don’t be so conservative that you hamper your portfolio’s ability to perform. And never wear a suit to a Radio show.
Hosted by RIS Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
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7-8-25 Are ETF’s Eating the World?
2025-07-08
Earnings season is upon us; will volatility pick up? A bigger question will be how tariffs may affect corporate earnings. Employment numbers are dipping into contraction zone as the economy slows. Markets sell off on renewed tariff news. Crude oil prices are creeping back up. No one is expecting correction…which is when they usually appear. Exchange-Traded Funds (ETFs) have exploded in popularity—driving a massive shift from active to passive investing. But is this trend distorting markets and concentrating risk? Lance Roberts and Jonathan Penn explore how ETF growth may be reshaping price discovery, liquidity, and investor behavior: Why do investors choose single-stock ETF’s? Leverage. But that cuts both ways, when stocks are going up as well as going down. Lance and Jonathan examine
Intel Pushes For Change: Will It Save Them?
2025-07-07
In no uncertain words, Intel’s stock has been a dog. As we share below, Intel stock has increased by a mere 2% over the last 20 years, while the tech-heavy NASDAQ 100 (QQQ) has risen by over 1,200%. Over the previous 20+ years, Intel’s management has made many missteps, including: With dirt-cheap valuations compared to …
Annuities Are Not Your Enemy.
2025-07-03
Utter the word ANNUITY and watch facial expressions. They range from fear to disgust to confusion. But hear me out: Annuities are not your enemy. Billionaire money manager and financial pitchman Ken Fisher appears as a haunting senior version of Eddie Munster in television ads. He stares with deep eyes ablaze with intensity. The tight camera …
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