Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
Focus on the return first, not taxes! 📈 Avoid selling stocks to dodge taxes, it can turn winners into losers. Taxes are part of the total return. #InvestWisely Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow |
You Might Also Like
2024-07-08
Market volatility can be unpredictable. Remember 2008? A single unknown event can change everything. Stay informed and be prepared. #financialmarkets #2008crisis
Want to learn more? Subscribe to our YouTube channel via our profile link or:
https://cstu.io/9759ab
2024-07-02
You’ve got questions, we’ve got answers!
RIA Advisors Director of Financial Planning, Richard Rosso, CFP, and Senior Financial Advisor, Jonathan Penn, CFP, field questions from our YouTube audience:
0:00 – Intro/Disclosure
1:29 – Why we started Candid Coffee
3:45 – Market Commentary – High Complacency, Low Volatility; Americans have churned through savings cushion of $2-Trillion; Incomes peaked at 2020, and have now gone negative; prices remain high, but rate of change (PCE inflation) is flat.
9:30 – Impact of AI; more volatility coming in 2025.
14:00 – Discussion on energy and alternative streams. Anticipating what’s going to happen next.
19:10 – Social Security: What’s the viability/Financial health?
30:18 – Any changes in % Return build into RIA Plans based on current yields &
2024-04-25
Lance Roberts is back, and he’s brought Michael Lebowitz with him for today’s show: Most NFL general managers (GMs) are optimistic and displaying overconfidence ahead of today’s NFL draft. Like investors, GMs often think they are smarter than their competitors, aka the market. Yet, they frequently have similar mindsets and follow the same narratives that drive their competition. Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap: Nice bounce off the 100-DMA; PCE coming: What it means & why it’s important.Economic strength is keeping inflation high; can it last? After markets’ nice sell off, downside risk still remains. Paying attention to economic reports and supply & demand; looking
2024-04-24
How Tesla fell out of the Magnificent Seven; Tesla’s storage technology vs cheaper Chinese EV’s & the future of EV’s. The true environmental impact of building EV’s. The RIA 8-Ball predictions for PCE. What does realistic retirement look like? The impact of inflation, the Retirement Clock, & you. A discussion on the need for guaranteed income; how Gen-z will retire & the DNA of Super-savers. Educational goals and vocational training. Candid Coffee recap; the public are the best economists. Professional vs Trade careers & new hires’ earnings; the impact of AI on personal skills.
2:33 – Tesla Falls off the Magnificent Seven
13:48 – What Does Realistic Retirement Look Like?
29:40 – How Gen-Z will Retire: The DNA of Super-savers
43:49 – Why the Public Are the Best Economists
Hosted by RIA
2024-04-23
Don’t miss out on potential benefits by taking Social Security early. Consider the long-term financial impact for you and your spouse. #financialplanning #retirementplanning
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
https://twitter.com/RealInvAdvice
2024-04-19
Financial planning goes beyond just saving money. It’s about considering all aspects like taxes to help you keep more money in the end. #moneymanagement #financialplanning
Maximize your savings and navigate the complexities of financial planning with expert guidance from Michael Lebowitz. Dive into strategies and critical insights to secure your financial future in our latest episode.
– Exploring the various methods of accumulating wealth for the distribution phase of finance.
– Understanding the importance of saving and planning for long-term financial security.
– Recognizing the often-overlooked aspects of financial planning on the journey to wealth.
– Preparing for the back end elements that are crucial to successful financial management.
– An in-depth discussion about tax
2024-04-15
Tax Day woes and audit fears; earnings season commences; What are companies saying? No corporate buybacks, removing major buyers of assets; pay attention to companies’ guidance. Markets last week failed at 20-DMA, and tested 50-DMA as momentum slowed. Is not the time to sell? Use any bounce to rebalance risk, but avoid any knee-jerk reactions. Could this be a "buy-the-dip moment?" Lance’s favorite bowl is like the market: There’s a hairline crack. Inflation has been stickier, and higher-for-longer interest rates have been too high for too long. Preview: Tuesday’s article on the Reflation Trade; how can every other country in the world have deflation while the U.S. continues to have inflation? Productive debt sv non-productive debt. Get ready for Tax Season impact on the market; more
Tags: Featured,newsletter
1 ping