At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance has pretty much “been there and done that.” His commonsense approach and “real world” examples have appealed to a broad investing audience for two decades.
Lance Roberts is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide. The newsletter covers economic, political and market topics as they relate to your money and life. He also hosts The Real Investment Show podcast, and his opinions are frequently sought after by major media sources. His insights and commentary on trends affecting the financial markets earned him a spot in the 2020 Refinitiv Global Social Media 100 influencers list.
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short...