Lance Roberts
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Interesting findings on small caps and yields! When yields fall, it's not good for small and mid cap stocks due to their dependency on economic growth. 📉💼 #StockMarket #InvestingTips Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow |
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2024-06-07
Company mergers and layoffs often generate severance packages for exiting employees; did you receive one?
Richard Rosso & Danny Ratliff discuss strategies for taking and making the most of your severance package on today’s show.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today’s show video here:
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Articles mentioned in this report:
"Investments For The Coming Power Grid Expansion- Part 3"
https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/
"Deviations From Long-Term Growth Trends Back To Extremes"
https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/
"Momentum Chase Is
2024-06-06
D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when
2024-05-24
📈 Worried about taxing unrealized gains? Don’t let political rhetoric affect your retirement plans. Stay focused and informed! 💼💡 #FinancialTips
In this video, we discuss the impact of presidential cycles on retirement decisions and financial planning.
1. Importance of maintaining a steady financial plan during times of political change.
2. Example of clients delaying retirement due to upcoming election.
3. Considerations for retiring individuals amidst a presidential cycle.
4. Discussion on the decision-making process and financial security during uncertain times.
5. Insights on how to navigate financial decisions during periods of political transition.
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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2024-05-21
Diversification is key! Learn how indexes manage portfolio risks efficiently by swapping stocks without costs or challenges like taxes and fees. #InvestingTips #PortfolioManagement
Dive into the intricacies of index rebalancing with Lance Roberts as he breaks down how indices manage stock changes seamlessly. Learn why private portfolios might face challenges replicating such moves.
– The impact of a stock going to zero on an index versus a private portfolio.
– How indices effortlessly rebalance their holdings.
– The cost implications for private portfolios.
– Differences in portfolio performance post-rebalancing.
– The necessity of additional contributions to maintain an index replication.
➢ Listen daily on Apple Podcasts:
2024-05-16
📉 Bitcoin’s market behavior is puzzling experts as rally stalls despite meme stocks resurgence and ETF launches. What will be the next driving force? 🤔 #Bitcoin #MarketTrends
Lance Roberts discusses the recent trends in bitcoin and the reasons behind its fluctuating market behavior. Tune in to understand the forces at play in the world of cryptocurrency.
– Meme stock resurgence and bitcoin’s lack of rally
– Impact of ETF launches on bitcoin demand
– The cooling off of bitcoin post-ETF launches
– The absence of fundamental reasons behind bitcoin’s price movements
– Speculation on potential future drivers for bitcoin
➢ 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
2024-05-14
In Jan 2022, a sell signal was issued in the risk range report advising caution. Shaded areas indicate sell signals, while no shading means stay in stocks for S&P 500. #StockMarket #Investing
In this crucial update, Lance Roberts discusses the significance of the sell signal issued in January 2022, guiding viewers through the pivotal moments to sell or hold stocks. Using the S&P 500 as a reference, he breaks down how to navigate market signals effectively.
– Understand the significance of the January 2022 sell signal.
– Learn how to interpret the risk range reports for better investment decisions.
– Discover the impact of these sell signals on the S&P 500’s performance.
– Analyze the use of shaded areas in charts to indicate high-risk periods.
– Gain insights on when to be in or
2024-03-20
It’s Fed Day: Danny Ratliff provides a preview in Lance’s absence; mortgage rates are pricing-out most buyers. Is your ex- worth more dead than alive? Taking a look at SS survivors’ benefits: There are some caveats. How to incorporate inflation hedging into your portfolio. Making buying choices to better manage inflation in household budgets. Why some are accessing 401-k funds (and what about those who do not have one?) Understanding target date funds; why they’re generally the default for fund managers. Watch for higher fees and internal expenses; not all funds are created equal. Financial Spring Cleaning in 401-k: watch fund compositions.
3:14 – Fed Day preview & Market Commentary
14:40 – Is Your Ex- Worth More Dead than Alive?
30:30 – How to Hedge for Inflation
44:40 – Understanding
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