4-14-26 Are Financial Advisor Fees Really Worth It?

2026-03-13

In this short video, Lance Roberts & Michael Lebowitz discuss why rallies in the current market keep getting sold.

$SPX is beginning to lose momentum after months of steady gains, shifting from higher highs to lower highs.

A key factor is the presence of “trapped longs”—investors who bought the dip expecting another V-shaped recovery and are now selling into strength to exit positions.

That selling pressure is capping upside moves while key levels like the 100-day moving average are turning into resistance.

The next major level to watch is the 200-day moving average.

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Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

2026-03-10

Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table.
#TwoDadsOnMoney #BusinessOwnerFinance #RetirementPlanning #EmployeeBenefits #SmallBusinessWealth

2026-03-09

Despite rising geopolitical tensions and constant headlines about the Iran conflict, the stock market has remained largely range-bound.

One key reason is aggressive retail dip-buying. Data from order-flow activity shows retail investors piling into stocks and ETFs at the highest levels in years, stepping in on nearly every pullback.

While the index appears flat, rapid rotations between value and growth are creating opportunities beneath the surface.

📺Full episode:

Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow

2026-01-23

I have been a “South Park” fan for as long as I can remember, and while the show isn’t a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the show, characters make absurd decisions and face absurd consequences, which is familiar to investors today. For example, …

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2026-01-22

A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets for teachers, announced that it plans to sell all of its U.S. Treasury holdings by the end of January.

2026-01-20

Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize.

0:00 INTRO
0:19 – Moving into the Heart of Earnings Season
5:36 – Markets’ Price Consolidation Breaks to the Downside
9:51 – Lance & Jonathan’s Weekend Recap
11:36 – Collegiate Investors – Be Careful of Risk
16:35 – Don’t Invest Your Student Loan Money!
18:40 – Buying a House for Rental or Residence?
21:13 – It’s Always Something
23:32 – Housing – Net Worth or Liability?
26:34 – Fitting a House into a

2025-12-01

One of my favorite writers for the WSJ is Spencer Jakab, who recently penned an article explaining why a bear market is not necessarily a bad thing. He starts with a quote from “The Godfather.” ““These things gotta happen every five years or so, ten years. Helps to get rid of the bad blood…been ten …

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