What is the impact of the recently-passed Big Beautiful Bill on your money and retirement plans? Richard Rosso & Jonathan McCarty plumb the depths of the legislation to find the good--and the bad--effects it will have. Richard review the latest round of tariffs on Canada (markets don't care), and AI is promising to be a game changer in the middle management job market. The Big Beautiful Bill has benefits and drawbacks: there are caps and limitations, as well as enhancements for charitable giving; there is no "no taxes" on Social Security; changes in SS for future generations will likely be phased-in; remembering Gilligan's Island and coconut adaptations; the reality of "no tax on tips;" accelerated depreciation for business and higher SALT deductions; the Trump Savings Account for kids; a preview of our January 2026 Economic Summit. SEG-1: Canadian Tariffs' Market Impact - meh SEG-2: The Big Beautiful Bill's Caps & Limitations SEG-3a: Candid Coffee Teaser SEG-3b: The Big Beautiful Bill - Tax Brackets & Social Security SEG-4a: Gilligan's Island, & Policy Polarization SEG-4b: SALT Deduction & Trump Savings Accounts   Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=juL4OhaFgbo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=114s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here:  https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Will Lower Rates Cure Higher Prices?" https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "RIA Retirement Blueprint," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #BigBeautifulBill #FederalBill2025 #MoneyAndPolicy #LegislationImpact #FinancialPlanning #SocialSecurity #TrumpSavingsAccount #SALTdeduction #InvestingAdvice #Money #Investing

As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures: * The historical relationship between rate cuts and inflation * Why inflation may be more “sticky” than expected * How consumer demand and debt loads are reshaped by lower rates * The unintended consequences of looser policy on asset prices * What this means for investors and retirees going forward SEG-1: Why Economists Expect Higher Growth by 2026 SEG-2: Growth is Back in Vogue SEG-3a: Like & Subscribe tease - changes coming SEG-3b: Can Lower Rates Cure Higher Prices? SEG-4a: Coffee Cafe, ChatGPT, & Economic Haiku SEG-4b: Earnings Season Preview: Tariff Effects?   RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Might Lower Rates Be The Cure For Higher Prices?" https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/ "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here:  https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How to Protect Your Multi-decade Retirement From Inflation," https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #InterestRates #InflationControl #FederalReserve #EconomicPolicy #PriceStability#InvestingAdvice #Money #Investing

Economists are expecting a sharp pick up in economic growth before the end of the year, despite earlier, pre-tariff weaknesses. News about more threatened tariffs notwithstanding, economists are looking past all that. Interestingly, that's the needed premise to support expectations for much stronger earnings growth from analysts into the end of the year. So future expectations are seeming to support where valuations are trading. 6,900 is now a realistic target by the end of the year for analysts. This elevated sentiment and sheer exuberance should be taken as a caution sign because markets are very, very over bought. Also on Wednesday, Nvidia became the first $4-Trillion company. Ever. Clearly, Nvidia is NOT dead.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #Tariff #EarningsSeason #Nvidia #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic  data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never appears. Lance reveals his memory challenges; living thru market downturns, and lessons learned. Market downturns don't happen over night. Treasuries vs Equities: What's the proper blend? Passive Investing is an oxymoron. Risk management is essential for fighting inflation. SEG-1: Tariff Threats Return, Market Risk Rises SEG-2: The Necessity of Inflation and How to Deal With It SEG-3a: Lance's Dementia Test SEG-3b: Living thru Market Downturns SEG-4: Inflation-proofing Retirement - Treasuries vs Equities   RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Market Risk is Rising," is here:  https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "ETF's Are Eating the World," https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #RetirementPlanning #InflationProtection #RetirementSavings #FinancialFreedom #SmartInvesting #InvestingStrategies  #FinancialMarkets #InvestingAdvice #Money #Investing

The big divergences between markets and their moving averages typically resolve themselves to the downside. There is now risk down to about 6,000 on the S&P, which would bring us back to the breakout prior to the all-time high. A correction would help reset the market's over bought condition. Volatility is down; that's a function of options trading, and no one seems to want to hedge portfolios against a downsized market. There is no risk control in portfolios presently because investors would rather chase the upside in markets. That's always a danger. A correction could come at any time. All the ingredients are in place, just waiting for a catalyst to get buyers out of the market and bring sellers back in.   Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=NdRpxHuJF4s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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/ #MarketRally #MarketRisk #MarketCorrection #MarketConsolidation #Volatility #RiskManagement #PortfolioRisk #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Earnings season is upon us; will volatility pick up? A bigger question will be how tariffs may affect corporate earnings. Employment numbers are dipping into contraction zone as the economy slows. Markets sell off on renewed tariff news. Crude oil prices are creeping back up. No one is expecting correction...which is when they usually appear. Exchange-Traded Funds (ETFs) have exploded in popularity—driving a massive shift from active to passive investing. But is this trend distorting markets and concentrating risk? Lance Roberts and Jonathan Penn explore how ETF growth may be reshaping price discovery, liquidity, and investor behavior: Why do investors choose single-stock ETF's? Leverage. But that cuts both ways, when stocks are going up as well as going down. Lance and Jonathan examine FUnd performance vs Indexes over time. The irony of ETF's: They're passive, but being traded like stocks because of a "get-rich-quick" mentality. Speculation leads to broken markets. Lance and Jonathan discuss the US Dollar and why it remains the default reserve currency of the world, even as the mix of currencies evolves. Lance advises when it's time to be bearish. SEG-1: Earnings Season Prelude - No Fear of Correction SEG-2: Astro's & ETF's - It's All About Leverage SEG-3: The Irony of ETF's SEG-4: Dealing with the Dollar   RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=18uxAOHUAE0&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "No Fear of Correction," is here:  https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Bull Market is Alive and Well" https://www.youtube.com/watch?v=DtaiG62GGL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=141s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #OilPrices #Tariffs #ETFs #PassiveInvesting #MarketTrends #InvestingStrategies  #FinancialMarkets #InvestingAdvice #Money #Investing

Markets sold off on the announcement of new tariffs to be imposed in August, not surprisingly, in a start to working off markets' over sold condition. We're expecting more sloppiness for the next week or so. Markets are pretty deviated from the 20-, 50-, and 200-DMA's, and the "gravitational pull" of averages is likely to draw down stock prices at some point. 10-year Treasury yields have been on the rise the last few days. Why? Treasury Auctions are this week, and traders want to short the market to drive up yields, drive prices down ahead of that action. Crude oil has also been one of The Big Stories as of late, and prices are beginning to creep back up around $67-68/bbl. If oil can break above the 200-DMA, expect higher prices; we are also in hurricane season, and any closure of oil rigs in the Gulf will also goose prices higher. The Skew Index is reflecting a lot of volatility evaporating out of the markets as speculation returns. There is no fear of a correction now...which is generally a good time to hedge against one. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #OilPrices #Tariffs #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Lance is back from vacation, and the markets did not crash in his absence! On the contrary, they're doing very well. President Donald Trump's Big Beautiful Bill has been signed into law; still to be seen: its impact on earnings. We express our sentiments for the families and friends of loved ones lost in the Central Texas Flash Floods over the July 4th Weekend. Investor greed is a record levels, along with technical indicators, meaning markets are primed for a correction or consolidation; all that's needed is a catalyst. There's nothing wrong with the markets; how to properly prognosticate: Correction is coming. Lance and Brent commiserate on Monday's studio technical challenges. Looking for a better risk-reward proposition in markets; understanding retail investor enthusiasm: Where is the money coming from? A comparison, 2020 vs 2025. Lance reviews his UK trip to visit his son: Is America Unfair? Lance visits a Bath liquor store; eating the tariffs in order to compete. The Penny Stock fraud. SEG-1: BBB Passes - What's the Impact on Earnings? SEG-2: There's Nothing Wrong w the market SEG-3: Looking For a Better Risk-Reward Ratio SEG-4a: Is America Unfair? SEG-4b: Penny Stock Fraud   Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=DtaiG62GGL4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=141s ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- The latest installment of our new feature, Before the Bell, "Greed Is At Extreme Levels," is here:  https://www.youtube.com/watch?v=lneFe1hqJc4 ------- Our previous show is here: "The Bulls Are Back in Town" https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation#InvestingAdvice #Money #Investing

Markets did NOT crash while we were on vacation! Investor greed, however, is at extreme levels, along with over bought levels in the market, and the 13 composite technical indicators we track. There is lots of retail speculation afoot, and whenever you see things at this high level, this is where you're set up for some type of event to cause a short term correction or consolidation. What that event might be, nobody knows. Tariffs could play a role here. This is not a great place to chase markets; instead, this could be an opportunity to re-balance risk in portfolios and take some profits if you've had big gains in the recent rally.  Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO  Produced by Brent Clanton, Executive Producer ------- Watch today's video here: https://www.youtube.com/watch?v=lneFe1hqJc4 ------- Articles mentioned in this report: "Investor Greed Returns With A Vengeance" https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/ ------- Get more info & commentary:  https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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/ #MarketRally #BullishMarket #InvestorGreed #MarketCorrection #MarketConsolidation #20DMA #50DMA #100DMA #200DMA #InvestingAdvice #Money #Investing

Are annuities always a bad deal? Not so fast. In today’s episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way.  Jonathan shares his changed life as a new father,  and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor market and the velocity of AI. The concept of annuities and life expectancy: How AI can extend your life.  Rich's insight to the Texas State Fair and an intriguing  business opportunity;  Texas History and good music; spending in retirement with stable-income vs variable-income sources. Why most annuities are sold and not planned for. The job of a financial advisor is to be unbiased; origins of the retirement crisis without pensions. SEG-1: Choosing the Best College for Best ROI SEG-2: The Velocity of AI in Financial Planning SEG-3: Retirement Spending w Stable vs Variable Income SEG-4: Why Annuities Get a Bad Rap Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP, plus Senior Financial Planner, Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=QvoAQJShFsU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here:  https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed's Next Mistake," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #AnnuitiesExplained #RetirementPlanning #InvestSmart  #AnnuityEducation #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

What's to be The Next Big Thing to generate a narrative this Summer? Apple's recent report wasn't stellar, and absent any astonishing, new developments, the company's growth appears to be stagnant; yet, Apple is not dead. Lance and Danny address the new push to make private equity investing available for "the little guy," and the illusion of limited volatility. Beware the "good deals;" Wall Street will always find something to sell you if you want to buy it. The fallacy of "above average" gains in private equity; you never hear about the deals that go sour. A political sidetrack into the supposed fate of the Big Beautiful Bill and Term Limits. Danny and Lance review a Vanguard report on the average balances of 401k's (beware "average" comparisons!). SEG-1: What Will Be the Next Narrative of the Summer?  SEG-2: The Private Equity Push SEG-3: The Fallacy in "Above Average" Gains SEG-4: How Does Your 401k Compare to National Averages? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #MarketRally #BullishMarket #BuyTheDip #IranIsraelConflict #WorldWar3 #GeopoliticsAndMarkets #WarImpactOnStocks #GlobalConflict #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #401k #PrivateEquity #PrivateEquityETF #SpaceX #SuperSavers #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing

Danny & Lance begin the show with good intentions and good taste with a follow up to Beyond Meat and Flexitarianism, then discuss the sticky wicket of stock and land inheritances, and whether or not you should disclaim a hefty inheritance. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their first PC's, and Jonathan critiques a ChatGPT-created SWAN Portfolio. Lance and Jonathan Penn conduct a deep dive into why Wall Street is coming after your retirement savings—and what you can do about it. SEG-1: Land Inheritances & Liquidity Issues SEG-2: Mrs. Roberts' Pickles, 1st PC's, & The Swan Portfolio SEG-3: The Death of American Exceptionalism SEG-4: How Wall Street is Coming for Your Retirement Savings RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- 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/ #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #PrivateEquity #AlternativeInvestments #RetailInvestors #WallStreetWatch #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing