by Lance Roberts
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| 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 |
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9-8-25 Don’t Be Fooled By The Market: Jobs Report Signals Trouble
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Friday’s jobs report revealed deeper cracks: a multi-month downtrend in employment, quality of hires is deteriorating, etc.
Since employment drives growth & earnings, any $SPY / $QQQ pop may be short-lived – disinflation & slowing growth still point to mounting risk for equities.
In this short video, I explain why Friday’s data could matter more than you’d think.
📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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Will The Healthcare Sector Be The Next Rotation?
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Investors aware of which types of stocks are rotating in and out favor have a distinct advantage. On Tuesdays, we summarize key points from our SimpleVisor absolute and relative analysis. The DIY tool uses technical analysis to assess how sectors, factors, and individual stocks are performing relative to the market and on an absolute basis. …
MP Materials Is Bought By Uncle Sam
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In a unique event, the US government, specifically the Department of Defense (DoD), bought a 15% stake in the nation’s largest rare earth miner, MP Materials (MP). The DoD is buying $400 million of MP’s convertible preferred stock. The transaction will make the government MP’s largest shareholder. The following quote on the benefits of the partnership …
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