Dec 30, 2024
This is a compilation of previously broadcast segments gathered
from Monday (12/9), Tuesday (12/10), and Tuesday (12/17):
Tax-loss Harvesting & RMD's: Do it now. (Why you shouldn't wait
until after Christmas.) Understanding the Wash-Sale Rule; speculate
in taxable accounts, not IRA's and 401-k's. A plethora of ETF's:
all money flows feed into underlying stocks; $1-T into ETF's this
year. Where will the next Trillion come from? What's the Risk for
market correction? Volatility Index is down to 13; no one is
betting on a crash. Where are the money in-flows originating? When
inflation is better than deflation, all over the world. Markets
have factored-in a 25-bp rate cut, but NOT a Fed pause.
What does financial success look like? Lance and Jonathan review
the answers by-generations. Stocks vs Bonds: Earnings growth
expectations are too high; what happens if we don't meet them?
Strategies for high-wealth individuals: Don't wait to do RMD's!
Roth IRA's and backdor conversions: Are they worth the trouble? Why
you should over-fund life insurance policies; managing tax
risks.
SEG-1: Tax Loss Harvesting & RMD's - Do It Now
SEG-2: Where's the Money Coming From?
SEG-3: What Financial Success Looks Like - not
SEG-4: Roth IRA's & Back Door Conversions
Hosted by RIA Advisors Chief Investment Strategist Lance
Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP, &
Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Leverage And Speculation Are At Extremes"
https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/
"Extreme Speculation Has Returned"
https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/
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The latest installment of our new feature, Before the Bell,
"Diversification Isn't What You Think" is here:
https://www.youtube.com/watch?v=rmN8a-6Yr5g&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Extreme Speculation Has Returned"
https://www.youtube.com/watch?v=HIfTDuPmsQs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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