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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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Yeah…But

By Michael Lebowitz, Jan 15, 2020

Yeahโ€ฆ Barry Bonds, a Major League Baseball (MLB) player, put up some amazing stats in his career....

Selected Portfolio Position Review: 1-15-2020

By Lance Roberts, Jan 15, 2020

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

Sector Buy/Sell Review: 01-14-20

By Lance Roberts, Jan 14, 2020

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

Technically Speaking: This Is Nuts – Part Deux

By Lance Roberts, Jan 14, 2020

A second look at the overly optimistic structure of the market currently as "everyone is in the...

Major Market Buy/Sell Review: 1-13-20

By Lance Roberts, Jan 13, 2020

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

Comparison & The Role Your Advisor Should Play

By Lance Roberts, Jan 13, 2020

The reality is that the majority of advisors are ill-prepared for an impact event to occur.ย This...

RIA PRO: This Is Nuts & Why We Reduced Risk On Friday

By Lance Roberts, Jan 11, 2020

This Is Nuts Portfolio Position Review MacroView: Has The Fed Trapped Itself? Financial Planning...

MacroView: Has The Fed Trapped Itself?

By Lance Roberts, Jan 11, 2020

The Fed's problem is not only are they caught in an "economic liquidity trap," where monetary...

FPC: All The Numbers You Need To Know For 2020

By Lance Roberts, Jan 11, 2020

REGISTER NOW for our most popular workshop: THE RIGHT LANE RETIREMENT CLASS The Westin Austin at...

#WhatYouMissed On RIA: Week Of 01-06-20

By Lance Roberts, Jan 10, 2020

This past week was our annual family ski trip, which is why our postings have been lighter than...

Gimme Shelter

By Michael Lebowitz, Jan 10, 2020

Exposing a company that poses as a value defensive stock but its valuations argues otherwise....

Market Bubbles: It’s Not The Price, It’s The Mentality.

By Lance Roberts, Jan 9, 2020

The increase in speculative risks, combined with excess leverage, leave the markets vulnerable to a...

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