by Lance Roberts
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| It's Tax Day 2025 — are you ready? Lance Roberts and Jonathan Penn review last-minute tax tips, filing strategies, and how to avoid costly IRS penalties. But frankly, if you haven't gotten it done by today... There are market benefits from Tax Day, as some tax return money finds its way back into play; stock buy back will also supply some support to markets. In an event-driven market (tariffs), have we passed the markets' low? How the US Dollar is dealing with pressure. Last-minute taxs tips include HSA advice, and shwat diversification is not. Treasury Sec'y Scott Bessent and Bond Market turmoil: Is it beginning to taper? Will there be a battle between the Treasury and the Fed? Lance and Jonathan review HSA's and 72-T rules & penalties. Volatility in the market: There's nothing really wrong. Portfolio management mistakes: You don't really make money until you sell. Everything reverts to the mean; how markets work; dealing with loss avoidance; what goes up must come down. 3:12 - Have We Passed the Market Low? 15:15 - Last Minutes Tax Day Tips 30:28 - More Tax Tips: HSA's & 72-T's 38:20 - Volatility in the Market - Why Hedge? 44:45 - You Don't Make Money Until You Sell Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO,w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "The Dollar And Inflation: Don’t Believe The Hype" https://realinvestmentadvice.com/resources/blog/the-dollar-and-inflation-dont-believe-the-hype/ "Yield Spreads Suggest The Risk Isn’t Over Yet" https://realinvestmentadvice.com/resources/blog/yield-spreads-suggest-the-risk-isnt-over-yet/ "Basis Trade Sent Yields Soaring – Is It A Warning?" https://realinvestmentadvice.com/resources/blog/basis-trade-sent-yields-soaring-is-it-a-warning/ ------- The latest installment of our new feature, Before the Bell, "The Dollar Under Pressure," is here: https://www.youtube.com/watch?v=_C0sBBJ9EPE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Yield Spreads Suggest The Risk Isn’t Over Yet" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxDay2025 #TaxTips #IRSDeadline #LastMinuteTaxes #FileYourTaxes #USDollar #ReserveCurrency #InternationalTrade #YieldSpreads #TariffImpact #StockMarket2025 #YieldCurve2025 #RecessionSignals #BondMarketWatch #CreditSpreads #EconomicRisk #FederalReserve #NAFTA #BillMaher #DonaldTrump #InvestingAdvice #Money #Investing |
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4-9-25 What is the Basis Trade?
2025-04-10
There are cracks appearing in the treasury market from the basis trade; what will the Fed do? Lance explains the latest gyrations in markets and the sharp rise in bond yields. Basis trade explained; appears to be at 20X leverage: Is someone getting margin calls and liquidating? Tariffs are not the issue here; will the Fed step in?
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
This content is a segment from this full show:
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Articles mentioned in this report:
"Stupidity And The 5-Laws Not To Follow"
https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/
"Corporate Yield Spreads Start To Widen"
How to Effectively Protect Your Funds from Liabilities
2025-01-28
Protect your funds from liabilities! Mix pre-tax, post-tax, and after-tax for efficient estate planning. Control taxes and plan ahead! ?? #finance
Watch the entire show here: https://cstu.io/1e8f96
YouTube channel = @ TheRealInvestmentShow
How Consumer Spending Drives Inflation and Economic Growth
2025-01-26
Consumer choices impact inflation and economic growth. Buying only necessities could slow down inflation. Interesting insights! ?? #Economics #Inflation
Watch the entire show here: https://cstu.io/b35016
YouTube channel = @ TheRealInvestmentShow
Understanding the Federal Reserve’s 2% Inflation Target Explained
2025-01-25
Ever wondered why 2% inflation is the target? It’s all about the numbers! Check out this explanation. #economics #inflation #finance
Watch the entire show here: https://cstu.io/55daaa
YouTube channel = @ TheRealInvestmentShow
New Tenant Rent Prices Plummet
2025-01-24
The latest BLS and Cleveland Fed release of their quarterly new tenant rent index was lower by 2.43% year over year and over 5% from the prior quarter. The sharp rate of decline was surprising. Moreover, the update gives us more confidence that inflation is heading toward the Fed’s 2% target. Unlike CPI shelter prices, …
1-23-25 It’s the Dollar, Stupid!
2025-01-23
Lance Roberts & Michael Lebowitz discuss the recent strong correlation between the appreciating dollar and rising yields and the reasons for the relationship, covering the US Dollar Impact on Economy, Global Currency Trends for 2025, and
Dollar Strength and Investments. Lance & Mike will also touch on Foreign Exchange Markets Analysis and USD vs Global Currencies.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"It’s the Dollar, Stupid!"
https://realinvestmentadvice.com/resources/blog/its-the-dollar-stupid/
"Are Return Expectations For 2025 Too High?"
https://studio.youtube.com/channel/UCXVMMgEidXlrTM1coedg70A/livestreaming
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Key Considerations for Healthcare Costs Before Medicare in Early Retirement
2024-11-17
Planning for retirement before Medicare age? ? Main concern often is medical expenses in the gap. How do you plan to cover it? #retirementplanning"
Watch the entire show here: https://cstu.io/863a99
YouTube channel = @ TheRealInvestmentShow
11-13-24 Annuities: Good, Bad, & Ugly
2024-11-13
It’s Inflation Day: Expectations are for a .3% print for October (the Bureau of Labor Statistics reported CPI rising.2%, and up 2.6% over the past 12-months). Remember, it’s only a guess; why inflation is destined to rise. Stocks remain over-bought; watch for pre-Thanksgiving volatility; more than half in our Twitter poll sees the S&P at 6,200 by EOY. Why are investors expecting more rate cuts in 2025? Lance & Danny present an Annuity Primer: Why most annuities are sold, not planned for; Lance’s Three Rules for Annuities; the different annuity types. Annuities often sacrifice liquidity; protect yourself from yourself. Why annuities are not for everyone. How to win: Out-live the actuarial table!
3:15 – Inflation Day Expectations
14:51 – The Annuity Primer, Pt.1 – Why Most Annuities are
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