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4-15-25 It's Tax Day
It's Tax Day 2025 — are you ready? Lance Roberts and Jonathan Penn review last-minute tax tips, filing strategies, and how to avoid costly IRS penalt…
1 year ago
4-14-25 Yield Spreads Suggest the Risk Isn't over Yet
Are we heading toward a recession in 2025? In this episode, Lance Roberts explores why yield curve inversions and widening credit spreads suggest the…
1 year ago
4-11-25 The Best Tariff Tactic May Be a Roth Conversion
Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handl…
1 year ago
4-10-25 Monster Rally or Market Bottom?
What really happened behind the scenes as President Trump seemingly performed an about-face on tariffs, sending markets zooming on Wednesday: Markets…
1 year ago
4-9-25 Liquidity Cracks
China retaliates to Trump's retaliation to China's tit-for-tat response to tariffs; downward pressure continues as markets trying to recalibrate with…
1 year ago
4-8-25 Markets Rally - What's Next?
Markets jumped on a false report of a 90-day wait on tariffs, and took investors on a roller-coaster ride Monday.ance Roberts & Jonathan Penn explore…
1 year ago
4-7-25 The Market Crash - Hope in the Fear
Are markets close to a short-term bottom? The response to the unexpected magnitude of tariffs creates pain and anxiety, as markets reprice valuations…
1 year ago
4-4-25 Will Tariff Turmoil Cause Retirement Revisions
Markets scuttled over 5% following President Trump's initial reveal of intended tariffs on trading partners he says have been trading unfairly with t…
1 year ago
4-3-25 Markets' Tariff Tizzy
President Donald Trump's tariff terrors were revealed Wednesday afternoon, and markets were not enthused. At all. The worse than expected tariff rate…
1 year ago
4-2-25 Liberation Day - What Does It Mean for You
Liberation Day arrives: Clarity about tariffs should help markets. What will be the impact on economic growth: Will consumers pay higher prices or ch…
1 year ago