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The Real Investment Show (Full Show)

The Real Investment Show (Full Show)

542 episodes — Page 1 of 11

6-5-26 Aging Alone - The Financial, Legal, and Caregiving Plan

Jun 5, 202648 min

6-3-26 Q&A Wednesday Market Momentum Slows

Jun 3, 202654 min

6-2-26 Needs vs. Wants - What Investors Get Wrong

Jun 2, 202649 min

6-1-26 Risk Management for Retirees - When to Reduce Exposure

Jun 1, 202645 min

5-29-26 Investor Anxiety, Roth Strategies, and Retirement Reality

May 29, 202646 min

5-28-27 Is the Semiconductor Trade Going Too Far?

May 28, 202641 min

5-27-26 Q&A Wednesday - Real Advisors, Real Answers

May 27, 202646 min

5-26-26 Why 20% Market Drops Don’t Matter

May 26, 202647 min

5-22-26 QCD Pros and Cons Explained

May 22, 202649 min

5-21-26 The AI Economy Beyond The Hype

May 21, 202643 min

5-20-26 Q&A Wednesday - Straight Talk About Your Money

May 20, 202657 min

5-18-26 Market Leadership is Narrow

May 18, 202648 min

5-15-26 What Your Advisor Should Really Do

May 15, 202653 min

5-14-26 Inflation Surge Hits Markets?

May 14, 202649 min

5-13-26 Q & A Wednesday - Real Answers, No Spin

May 13, 202654 min

5-12-26 Five Questions for Smarter Money Decisions

May 12, 202647 min

5-11-26 Commodity Supercycle - Bull Market Killer

May 11, 202643 min

5-8-26 Annuities - Smart Move or Costly Mistake

May 8, 202655 min

5-7-26 Semiconductors - Bubble or Bust?

May 7, 202642 min

5-6-26 Q&A Wednesday - What's Your Biggest Concern

May 6, 202652 min

5-5-26 Investing vs Trading - Finding the Balance

May 5, 202647 min

5-4-26 Summer Sell-Off Risk Rising

May 4, 202649 min

5-1-26 Gray Divorce - Social Security Secrets

May 1, 202655 min

4-30-26 Fed Holds Rates as Powell Stays On

Apr 30, 202644 min

4-29-26 Q&A Wednesday - Markets & Your Money

Apr 29, 202644 min

4-28-26 The Hidden Costs of Divorce

Apr 28, 202650 min

4-27-26 Why is the Market Ignoring the Strait

Apr 27, 202649 min

4-24-26 Smart Wealth Transfer Strategies

Apr 24, 202646 min

4-23-26 Can Warsh Reshape the Fed

Apr 23, 202645 min

4-22-26 Q&A Wednesday - Ask Us Anything

Apr 22, 202641 min

4-21-26 Financial Illiteracy - Too Big to Ignore

Apr 21, 202648 min

4-20-26 Chase or Fade the Rally

Apr 20, 202644 min

4-17-26 Your Longevity Score - Are You Ready

Apr 17, 202657 min

4-16-26 What Will the Fed Do Next

Apr 16, 202644 min

4-15-26 Q&A Wednesday - Markets, Taxes, and Your Money

Apr 15, 202647 min

4-14-26 Are Financial Advisor Fees Really Worth It

Apr 14, 202647 min

4-13-26 The S&P 500 Rally - What Comes Next

Apr 13, 202650 min

4-10-26 What To Do After You Inherit Money

Apr 10, 202650 min

4-9-26 US–Iran Deal - What Investors Must Watch Next

Apr 9, 202645 min

4-8-26 Starter Home vs Renting - The Real Money Decisions

Apr 8, 202650 min

4-7-26 AI Advertising Explained - The Joseph Levi Interview

Apr 7, 202639 min

4-6-26 AI - How to Invest in the Next Industrial Revolution - Brian Dunlap Interview

Apr 6, 202644 min

4-2-26 Fed Trap - Markets Face Inflation, Oil & Treasury Sell-Off

Markets are hitting a critical inflection point—and the stakes are rising fast. A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical resistance. Now investors are facing a bigger question: is the market environment shifting from a short-term rally to something more structural? Lance Roberts & Michael Lebowitz break down: Why elevated oil prices could reignite inflation and complicate the Fed’s next move Whether the Federal Reserve is walking into a policy trap between inflation and slowing growth What matters more right now: GDP or inflation—and why the answer could surprise you Early warning signs from Nike earnings and forward estimates Why foreign investors may be selling U.S. Treasuries—and what that means for yields and markets The growing debate around fiat currency, private credit stress, and systemic risk How to interpret market narratives and avoid being “sold” the wrong story We also discuss portfolio positioning in a volatile environment, why avoiding emotional reactions is critical, and how to think through multiple market outcomes from both optimistic and pessimistic perspectives. This is a must-watch breakdown for investors navigating rising uncertainty across inflation, interest rates, and global capital flows. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:14 - Trump Address Roils Markets 7:16 - Markets Test Cluster of Resistance 13:00 - Two Moms' Recap 14:16 - Higher Oil Prices' Impact on Economy 16:15 - Markets Looking for Impact on Forward Earnings 18:18 - Avoid Volatility 19:37 - Between AI & Wife, Lance can Quit 20:09 - Elevated Oil Prices, Inflationary Impact - What's the Fed's Move? 22:05 - What Matters More: GDP or Inflation? 26:08 - Chat Etiquette 27:03 - Is the Fed Set Up for a Potential Trap? 28:49 - Nike Earnings & Forward Estimates 30:09 - Is Market Tone Shifting - Why Foreigners are Selling Treasuries Now 35:30 - The Death of Fiat Currency 38:26 - Consider All Perspectives (What are they trying to sell you?) 40:22 - Private Credit Gating - Pessimists vs Optimists ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," TODAY, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/p-Abp5gxKSc ------- Watch our previous show, "Wives Take Over: Money, Marriage, and Real Talk," https://youtube.com/live/wTSSjezC_jI ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "200-DMA Rejection: Bounce or Breakdown?" is here: https://youtu.be/SbKpg_TCsdY ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketUpdate #TechnicalAnalysis #InvestingStrategy #SP500 #FederalReserve #Inflation #StockMarket #InterestRates #Investing

Apr 2, 202645 min

4-1-26 Wives Take Over -Money, Marriage, and Real Talk

What happens when the wives take over the show? For this special April Fool’s Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear. From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight. We also dig into the realities of managing money at home: Where couples disagree about finances Where financial values actually align How to teach kids a healthy relationship with money Plus, a hilarious (and relatable) breakdown of “Girl Math” and even “Boy Math” that might sound ridiculous… until you realize you’ve done it too. Hosted by Hosted by Michelle Ratliff & Christina Roberts Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:58 - Michelle Ratliff & Christina Roberts 2:52 - Three Things About Danny Ratliff 4:16 - Three Things About Lance Roberts 7:44 - What If...? 10:33 - If they won the Lottery... 14:21 - Money Alignments & Mis-alignments 17:26 - Things We Didn't Discuss w Our Kids (but should have) 19:32 - Kids & Bills, & Amazon Culture 29:37 - Travails of Buying a Car 31:25 - The Blow-up Dinosaurs 34:07 - Lance's Diet & Sourdough Bread 36:47 - Online Grocery Shopping 39:31 - Girl Math & Boy Math 44:02 - Pet Stories - Gunner & Sniper, Capone & Ruby ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/wTSSjezC_jI ------- Watch our previous show, "Subprime Crisis 2.0? Private Credit Risks Explained," https://youtube.com/live/3vdXmMNXyV0 ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "Oversold Bounce or Bigger Breakdown?" is here: https://youtu.be/GDORUHxf4dM ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PersonalFinance #MoneyAndMarriage #FinancialPlanning #AprilFools #InvestingBasics

Apr 1, 202648 min

3-31-26 Are Markets Becoming Gambling?

A major shift is happening in how younger investors approach the markets—and it may be the most important risk investors are ignoring. From AI-driven investing decisions to social media influencers shaping financial behavior, markets are increasingly influenced by speculation, speed, and hype. At the same time, the rise of options trading, crypto, and leveraged products is blurring the line between investing and gambling. Lance Roberts & Jon Penn break down: Why Gen Z is turning to AI and social media for investment advice The growing influence of financial influencers and crypto platforms The risks behind options trading, 0DTE strategies, and leverage Whether markets are becoming “gamified” and what that means for long-term investors How to separate real investing from speculation Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:04 - End of Quarter & Straits of Hormuz 3:00 - Good News - Bad News About April 7:20 - Markets Set up for Reflexive Rally 12:21 - Two Dads on Money & Eating Late 15:10 - Gen-Z Investing w Social Media Influencers - Who Should You Trust? 17:52 - The Social Media Influence Game 20:38 - A Matter of Trust 22:22 - The Allure of Social Media Influencers 25:15 - Shortened Attention Spans & Hold Times 29:34 - Investing out of Every Paycheck 31:32 - The Restaurant Study 36:16 - Tips on Tipping & Mandatory Table Waiting 40:31 - Will AI Decimate Job Market? ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/kPSqeDcm08k ------- Watch our previous show, "Subprime Crisis 2.0? Private Credit Risks Explained," https://youtube.com/live/3vdXmMNXyV0 ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "Oversold Bounce or Bigger Breakdown?" is here: https://youtu.be/GDORUHxf4dM ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #InvestingStrategy #SP500 #MarketVolatility #InvestingVsGambling #StockMarket #GenZInvesting #OptionsTrading #CryptoRisk

Mar 31, 202648 min

3-30-26 Subprime Crisis 2.0 - Private Credit Risks Explained

Lance Roberts breaks down the growing stress in private credit markets, rising default risks, and the recent wave of gated withdrawals across major funds. With comparisons to the 2008 financial crisis gaining traction, investors are asking a critical question: are we facing Subprime Crisis 2.0? We examine what made the 2008 collapse so catastrophic—leverage, derivatives, and systemic contagion—and compare it to today’s private credit landscape. While defaults are rising and liquidity concerns are real, the structure of private credit is fundamentally different. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - High Oil Prices are the Cure for High Oil Prices 5:54 - Markets' Extended Losing Streak Setting up for Bounce 12:21 - Private Credit vs Subprime - Gating Defined 21:03 - Estimated Impact of Private Credit on GDP 23:22 - Fiat Currencies in a Death Spiral? 27:17 - Why Foreign Central Banks Hold Dollar Reserves 30:39 - Why Would China Back the Renminbi w Gold? 34:21 - Why Treasury Auctions fo "Soft" 39:27 - With What Would Reserve Currencies be Replaced? 43:07 - The Context of Money & How Economies Work 46:23 - Commentary: Current Market Conditions ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/3vdXmMNXyV0 ------- Watch our previous show, "How to Beat the 4 Biggest Retirement Risks," https://youtube.com/live/1V4lwzyKDjg ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "Sell the Bounce Before the Next Drop," is here: https://youtu.be/68dbmAqKiGM ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketCorrection #InvestingStrategy #EnergyStocks #RiskManagement #PrivateCredit #FinancialCrisis #MarketRisk #Investing #CreditMarkets

Mar 30, 202652 min

3-27-26 How to Beat the 4 Biggest Retirement Risks

Most retirement plans focus on savings and returns—but that’s not what truly puts retirement at risk. Richard Rosso & Jonathan McCarty break down the four biggest threats retirees face: longevity, inflation, market volatility, and emotional decision-making, and more importantly, how to navigate them. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:18 - Rich's Dreams 2:03 - Dynamic Learning Series 3:02 - Easter Candy Inflation & Post-Covid Behaviors 7:31 - Panoramic Sugar Eggs & Peeps 11:08 - The Emotional Effects of Retirement 15:04 - Sequence of Return Risks 16:08 - Social Security & Longevity 19:16 - Market Volatility is Not Your Friend in Retirement 24:12 - Benefits of Working PT in Retirement 30:14 - Maintaining Standard of Living in Retirement 35:07 - Maintaining a Cash Well: HECM & Policy Loans 36:39 - Emotional Decision-making in Retirement 40:38 - The Retirement Risk Zone 42:29 - Handle Larger Expenditures & Debt Before Retirement 46:10 - Life in the "Fat Years" 47:13 - Chuck Norris & Quality of Life in Retirement ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/1V4lwzyKDjg ------- Watch our previous show, "Will AI Trigger the Next Great Depression?" https://youtube.com/live/l6FM6v7SWTI ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "MMarkets Breakdown or Bounce?" is here: https://youtu.be/PM1R1i-J384 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RetirementRisks #FinancialPlanning #WealthManagement #Investing

Mar 27, 202654 min

3-26-26 Will AI Trigger the Next Great Depression

Will artificial intelligence spark the next economic boom—or trigger a crisis rivaling the Great Depression? A growing debate on Wall Street is emerging after research scenarios like the “Global Intelligence Crisis” raised concerns about a potential AI-driven economic shock. The core question is simple but critical: Will AI create unprecedented productivity and prosperity, or will it displace jobs faster than the economy can adapt? Lance Roberts & Michael Lebowitz break down both sides. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:58 - Why Risk Management is More Important Now than Ever 5:45 - Economic Data Showing Improvement 7:25 - Markets Continue to Challenge 200-DMA 11:13 - Portfolio Risk Sizing 14:35 - What is Beta? 18:49 - Why Investors Underperform Markets 20:21 - All We Really Have is a Rear View Mirror 22:03 - The Information Over-load Trap 23:48 - How to Take Risk Off the Table 26:41 - When the War in Iran Ends 28:39 - Will AI Trigger the Next Depression? 32:16 - The Global Intelligence Crisis 34:53 - The Rate at Which the Economic can Adapt to Change 37:15 - The Walmart Expansion Story 39:49 - How Fast & How Destructive 41:31 - What New Industry Did Not Exist pre-2005? 43:47 - Be Careful with Narratives ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/l6FM6v7SWTI ------- Watch our previous show, "Q&A Wednesday: Markets, Money & Your Questions Answered " https://youtube.com/live/ZNcU4j7XBPE ------- Articles Mentioned in Today's Show: "Will AI Trigger The Next Great Depression?" https://realinvestmentadvice.com/resources/blog/will-ai-trigger-the-next-great-depression/ -------- The latest installment of our new feature, Before the Bell, "MMarkets Breakdown or Bounce?" is here: https://youtu.be/PM1R1i-J384 ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #TechnicalAnalysis #SP500 #MarketOutlook #TradingStrategy #ArtificialIntelligence #StockMarket #EconomicOutlook #AIImpact #RecessionRisk

Mar 26, 202646 min

3-25-26 Q&A Wednesday - Markets, Money & Your Questions Answered

Lance Roberts & Danny Ratliff answer your biggest questions about the markets, investing, and personal finance in today’s rapidly changing economic environment. From stock market volatility and interest rates to long-term investing strategies and risk management, nothing is off limits. Whether you’re a beginner or an experienced investor, this session is built around what you want to know right now. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:13 - Market Performance w War in Iran 3:49 - Private Credit Firms Gating Investors 6:47 - Over Sold Markets Setting Up for Reflexive Rally 9:18 - Energy Stocks Due for Correction 13:00 - What Should Investors Do Now? (Wait.) 15:39 - How to Invest $500k 19:53 - What's the Max % to Place in a Position? 25:39 - Non-U.S. Stocks in Portfolios? (No) 27:06 - Selling Long-duration Treasuries 30:22 - All About Target Date Funds 35:18 - Long Term Care, Insurance, & Annuities 38:03 - Why Technicals are Important: Buying Dell 41:56 - Insider Trading? 42:54 - How to Adjust Risk Management 44:16 - Don't Let Taxes Drive Investment Strategy ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZNcU4j7XBPE ------- Watch our previous show, "Asset Allocation, Benchmarks, and High-Yield Debt Traps" https://youtube.com/live/rkNXUn87QUc?feature=share ------- Articles Mentioned in Today's Show: "The 200-DMA Just Broke: What Every Investor Should Know" https://realinvestmentadvice.com/resources/blog/the-200-dma-just-broke-what-every-investor-should-know/ "The Dollar’s Plumbing: Conspiracy Vs. Data" https://realinvestmentadvice.com/resources/blog/the-dollars-plumbing-conspiracy-vs-data/ "CDX: Credit Spreads Are Flashing A Warning" https://realinvestmentadvice.com/resources/blog/cdx-credit-spreads-are-flashing-a-warning/ -------- The latest installment of our new feature, Before the Bell, "Markets Poised for Oversold Bounce," is here: https://youtu.be/WzVA3AY7a9w?si=ss_7ulgoGhZ7e1ZR ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Premarket #Trading #OilPrices #Investing #Investing #StockMarket #MoneyTalk #FinancialFreedom #MarketNews

Mar 25, 202648 min

3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps

Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now: Challenge the assumption that older investors should automatically shift to ultra-conservative allocations Whether every account in a multi-account household needs the same investment strategy why Roth IRAs may warrant a more aggressive growth posture How much weight each equity position should carry, and how many stocks is too many Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:13 - Market Follow-up: What We Did 4:24 - Geopolitical Concerns Taint Earnings Estimates 6:54 - Market Performance Summary 10:54 - Concerns Over Iran, Oil, & Market Performance 13:14 - Confusion About Portfolio Positioning Now 15:13 - Three Legs of a Stable Portfolio 18:25 - In Times of Heightened Uncertainty... 22:01 - Do Not Speculate in Your Roth IRA 25:53 - How Many Stocks in a Portfolio? 30:08 - SMA's vs Tracking the S&P 31:50 - Missing 10-Best Days vs 10-Worst Days 34:47 - Why You Cannot Beat the Benchmark Index 36:34 - Looking at Portfolio Performance 40:05 - Separating Emotion from Reality 42:26 - Beware "Variable Preferred" 47:38 - Risk is How Much Money You Lose... ------ Register for our next Dynamic Learning Series, "Beyond Filing: Turning Your Tax Return into a Strategic Financial Plan," Thursday, April 2, at 12-noon: https://streamyard.com/watch/j9BYjeW2teTJ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/rkNXUn87QUc?feature=share ------- Watch our previous show, "200-DMA Broken – Bear Market or Buy Signal?" https://youtube.com/live/VlxdVnhyKR4?feature=share ------- Articles Mentioned in Today's Show: "The 200-DMA Just Broke: What Every Investor Should Know" https://realinvestmentadvice.com/resources/blog/the-200-dma-just-broke-what-every-investor-should-know/ "The Dollar’s Plumbing: Conspiracy Vs. Data" https://realinvestmentadvice.com/resources/blog/the-dollars-plumbing-conspiracy-vs-data/ "CDX: Credit Spreads Are Flashing A Warning" https://realinvestmentadvice.com/resources/blog/cdx-credit-spreads-are-flashing-a-warning/ -------- The latest installment of our new feature, Before the Bell, "Markets Stall - Why We're Raising Cash is here: https://youtu.be/EPniBHKjggQ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/

Mar 24, 202652 min