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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 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...

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...

Energy Sector Analysis: 1-09-2020

By Lance Roberts, Jan 9, 2020

Technical analysis of the energy sector ETF and select positions for portfolio positions in the RIA...

Selected Portfolio Position Review: 1-08-2020

By Lance Roberts, Jan 8, 2020

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

Sector Buy/Sell Review: 01-07-20

By Lance Roberts, Jan 7, 2020

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

Technically Speaking: Markets Dismiss Iran As The Fed “Put” Remains

By Lance Roberts, Jan 7, 2020

You would think that with the U.S. taking out a top Iranian commander, threats of military action...

Major Market Buy/Sell Review: 1-6-20

By Lance Roberts, Jan 6, 2020

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

RIA PRO: Market Flat In 2020 As Iran Trips Up Traders

By Lance Roberts, Jan 3, 2020

Market Review & Update MacroView: Is This A Repeat Of 2018? Sector & Market Analysis 401k...

MacroView: Will The The Market Repeat The Start Of 2018?

By Lance Roberts, Jan 3, 2020

“Don’t fight the Fed” That is the current mantra of the market as we begin 2020,...

#WhatYouMissed On RIA: Week Of 12-30-19

By Lance Roberts, Jan 3, 2020

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

Intermarket Analysis & Review: 01-03-20

By Lance Roberts, Jan 3, 2020

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

30% Up Years – Should You Sell It?

By Lance Roberts, Jan 3, 2020

The bull market turned in an impressive gain of over 30% (on a total return basis) in 2019. While...

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