Achieving 6% Returns with Simple Portfolio Math and Easy Gains

2024-11-08

🌟 New president, new optimism! Small businesses are expected to thrive with a jump in confidence index post-election. 💼📈 #SmallBusiness #ElectionBoost

Watch the entire show here: https://cstu.io/bbf4d1

YouTube channel = @ TheRealInvestmentShow

2024-09-09

Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably bound this week. Look for a moderate rally, which will provide opportunity to trim portfolio risk. September/October stock market volatility is expected, with markets de-risking going into the election. Will there be an economic slowdown in September? Lance answers a question from YouTube chat," Who receives the difference in profits/losses when a company sells stock? Why stock buybacks are a scam; a dividend is a return of value to stock holder, while a buyback is a share redemption. The next, great undoing of the markets has not yet been thought of. The Friday Jobs Report: Not to hot, not too cold, but definitely not just right.

2024-09-06

Will last month’s Jobs and JOLTS reports show "normalization" of employment numbers to pre-Covid counts? What will the Fed response be, and what will that imply about the economy? Richard & Danny further explore the "sunsetting" of tax rate cuts initiated by the Trump administration, and who might be affected: Most likely, everyone will see an average 3% increase, across the board. A real look at who pays their "fair share" and more, and who doesn’t.

3:08 – Jobs Numbers & JOLTS Report: Back to Pre-Covid Normalization?
14:32 – Sunsetting Tax Cuts: Who Will Be Affected?
30:25 – Impact of Tax Rate Sunset vs Real Solution
44:33 – Retirement Most Precarious for Middle Class

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff,

2024-09-06

It certainly seems that technological advances make our lives better. Instead of writing a letter, stamping it, and mailing it (which was vastly more personal), we now send emails. Rather than driving to a local retailer or manufacturer, we order it online. Of course, we mustn’t dismiss the rise of social media, which connects us to everyone and everything more than ever.

Economists and experts have long argued that technological advances drive U.S. economic growth and productivity. As innovations emerge, they play a crucial role in shaping the economy, improving efficiency, and enhancing productivity across various sectors. From artificial intelligence to automation, the benefits of technological progress are widespread and profound.

For example, automation and artificial

2024-09-05

What’s the best Social Security claiming strategy for couples?
RIA Advisors’ Senior Financial Advisors, Jon Penn and Jonathan McCarty examine the in’s and out’s of the Social Security maze.
#SocialSecurityClaimingStrategies #SocialSecurityforCouples #Retirement #SpousalBenefits

2024-09-03

It’s a holiday-shortened trading week to kick off the new month: September & October tend to be weaker trading months. Look for light volume and the impact of the corporate buy back window open and closing; markets tend to de-risk ahead of elections. Markets closed Friday at July’s all-time high amid much bullish optimism. Markets today could retest 20- 50-DMA for support. despite a loss of momentum, take caution to not become overly negative. Lance and Jonathan address viewer emails about searching for investment research platforms (a la Morningstar), and the meanings of stock ratings (who is the customer?)"Past performance is no guarantee of future results…" A more important "P" question is one of Philosophy of a firm. Look for survivability over time. Why you cannot ignore past