Liquidity and Diversification in High Net Worth Investment Portfolios

2025-01-15

With inflation at the wheel, driving the current economic narrative, the Consumer Price Index release, out this morning at 7:30 a.m. CT, is the week’s headline event — and its results could ripple throughout the markets. Lance Roberts and Danny Ratliff discuss the CPI Report for January 2025 with Consumer Price Index Analysis, a look at Inflation Trends for 2025, the
Federal Reserve, and CPI Data. Economic Indicators January 2025December’s data is expected to show core CPI prices rising 0.2% in that month, which would mark 3.3% price growth from 12 months ago. Adding in energy and food would show 2.9% 12-month growth.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

2025-01-13

The Cleveland Fed’s expectations for increased inflation; Oil prices rise on increased Russia sacntions (thanks, Joe Biden); economic impact of California wildfires & the Broken Window Theory: There will be a short-term uptick from rebuilding activity. Markets point lower on hawkish Fed tone; current correction process is normal. There is not data to support investor sentiment on inflation sparked by tariffs; how we really create inflation. Employment increases inflation. Companies are front-running tariffs. Rising interest rates lead to valuation reversals. Every year, Dalbar Research publishes an extensive study that repeatedly shows three primary reasons for investor failure. The key issues are a lack of capital to invest and psychology. Lance Roberts examines nine irrational

2025-01-09

As we share below, bond market sentiment, known officially as the term premium, has been almost entirely responsible for the recent surge in bond yields. Specifically, behind the move is investor concern regarding another round of inflation stemming from the recent Fed’s rate cuts. The poor sentiment is very apparent when comparing news to a …

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2025-01-08

📈 Want to be smart with your investments? Check out why buying when others aren’t could be the key to success! 💸 #InvestingTips #StockMarket

Watch the entire show here: https://cstu.io/ec6fbb

YouTube channel = @ TheRealInvestmentShow

2025-01-05

Managing money is just one part of what we do here at RA Advisors. Let’s break the misconception about financial advisor meetings! #FinanceTips

Watch the entire show here: https://cstu.io/c349a7

YouTube channel = @ TheRealInvestmentShow

2024-11-02

Ever thought of the market as a living organism of a million minds? 🤯💸 Trading futures, stocks, options – it’s all just a big bet that moves prices! #finance #trading

Watch the entire show here: https://cstu.io/201d33

YouTube channel = @ TheRealInvestmentShow

2024-11-01

2024 isn’t over yet. So here are 10 smart money moves to make right now.
Saving money should be a year-round endeavor, but life gets in the way just like anything else. So with 2024 coming to a swift, thankful end, take advantage of the fourth quarter to accelerate your financial acumen, bolster your balance sheet and successfully springboard into the new year. Danny and Matt share year-end financial planning tips , smart money moves, and tax-saving strategies for the end of the year; plus investment adjustments for year-end, and a personal finance checklist for 2024.

3:18 – Investors Are Too Focused on Near-Term
14:39 – When Will Valuations Matter Again?
30:21 – Open Enrollment Strategies
44:39 – Year End To-do’s

Hosted by RIA Advisors Senior Financial Advisor Danny Ratliff, CFP, w