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.
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#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 …
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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
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