Navigating Markets with Care: Insights from Lance Roberts – The Real Investment Show

2024-04-02

Markets delivered a post-April Fool’s drop, while manufacturing metrics moved back into the expansion zone. Markets have now dropped the chances of a June interest rate cut to 50%; markets continue to trade in a particular range. The April 15 Tax Day bump may not materialize this year with the expiration of previous tax law. Gold is on a catch-up trade; will rotation trades continue? Investor sentiment remains high. The bullishness of Ken Fisher; Gains vs Declines: Market Math explained. The Truth about promised returns vs reality; market math & investor longevity. Markets always revert. No reason not to be bullish now; who expects to be richer in 2024? Gen-Z women are most optimistic. US College Majors with highest un-employment rates: Art History.

3:10 – Markets Drop Chances of Fed

2024-03-22

What do the Three Stooges and the Fed’s rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We’re living in a government-driven economy. The challenges to withdrawal rates: Goal-harvesting. Goal shifting when retirement guardrails change. The Reddit IPO: Let the euphoria burn away. Risks to Medicare Advantage plans in 2024: Pre-existing clauses. We now have to deal with reinvestment risks as rates begin to fall; alternatives to getting away from high fixed-income earnings.

3:12 – The Three Rate Cut Stooges
14:23 – Retirement Goal-harvesting
30:16 – Risks in Medicare Advantage 2024
44:33 – Medicare Advantage Risks & Reinvestment Risks as Rates Begin to Drop

Hosted by RIA Advisors Director of

2024-01-10

So someone told you they were "Lance" from RIA Advisors, and asked you to move some money? Don’t be fooled…
Sage words of advice from RIA Advisors’ Chief Investment Strategist, Lance Roberts.
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2024-01-02

Don’t miss our special, live 2024 Economic Summit, Saturday, January 27, 2024, featuring Greg Valliere with Adam Taggart, Lance Roberts, & Michael Lebowitz, at the Hotel Sonesta in Houston.
Early Bird ticket pricing is still in effect, so don’t delay in reserving your spot in this intimate, limited-seating venue.
Register today: https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator

2023-12-15

(12/15/23) Forget the Santa Claus rally: After this week’s Fed announcement, it’s the Jerome Powell rally. Don’t fight the Fed. Darden Restaurants & Ruth’s Chris Steakhouse; reactions to Fed statement; Does Jerome Powell wear a Santa suit? Has owning a pet become a luxury? Financial Planning for Pets: $2,640 avg. annual expense; making emotional decisions about money. The benefits of pet ownership and caring for pets. Pet Sitters & IRS rules for 1099 reporting personal transactions vs side gigs. What happens when you start taking SS early? Knowing the thresholds: Were The Little Rascals in on a welfare scam?

2:58 – The Jerome Powell Rally
14:25 – Has Owning a Pet Become a Luxury?
29:09 – Pet Sitters & IRS Rules
44:24 – What Happens When You Take SS Early

Hosted by RIA Advisors’