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Stay informed with our daily blog featuring practical financial guidance from our experienced team. Get timely commentary on market trends, investment strategies, and financial planning advice to help you make informed decisions about your wealth.

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#WhatYouMissed On RIA: Week Of 02-17-20

By Lance Roberts, Feb 21, 2020

Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs,...

Intermarket Analysis & Review: 02-20-20

By Lance Roberts, Feb 20, 2020

We are adding a NEW REPORT we will be rotating on Thursday’s which looks at the intermarket...

Decoding Media Speak & What You Can Do About It

By Lance Roberts, Feb 20, 2020

A recent article from Institutional investor decode "fund manager speak" when you see them on...

Selected Portfolio Position Review: 02-19-2020

By Lance Roberts, Feb 19, 2020

Each week we produce a chart book of 10 of the current positions we have in our equity portfolio....

Digging For Value in a Pile of Manure

By Michael Lebowitz, Feb 19, 2020

With so many assets having historically expensive valuations, it is a difficult time to be an...

6 Considerations for Long-Term Care Coverage.

By Richard Rosso, Feb 19, 2020

Retirement care analysis is a deep dive into the overall retirement planning process. Unlike income...

It’s Not 2000, But The Market Is Mighty Narrow Again

By RIA Team, Feb 19, 2020

For those of us who were around in 1999-2000 looking at charts and perhaps writing about them,...

Technically Speaking: Chasing The Market? Warnings Are Everywhere

By Lance Roberts, Feb 18, 2020

No professional, or successful investor, every bought and held for the long-term without regard, or...

Sector Buy/Sell Review: 02-18-20

By Lance Roberts, Feb 18, 2020

Each week we produce a chart book of the S&P 500 sectors to review where money is flowing...

Major Market Buy/Sell Review: 02-17-20

By Lance Roberts, Feb 18, 2020

Each week we produce a chart book of the major financial markets to review whether the markets, as...

McDonald’s, Not A Shelter In The Coming Storm

By Michael Lebowitz, Feb 17, 2020

Like KO, we are not making a recommendation on MCD as a short or a sell candidate, but by our...

After A Decade, Investors Are Finally Back to Even

By Lance Roberts, Feb 17, 2020

After the longest bull market in history, investors who were betting on 6% annual rates of return...

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