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3-2-26 Is the Market Topping?
Is the stock market topping — or just catching its breath? This week, equity markets face a triple threat: an Iranian strike rattling geopolitical ri…
1 month, 1 week ago
2-27-26 Cut Your Medicare Bill in 2026
Are you paying MORE than necessary for Medicare in 2026? The IRMAA (Income-Related Monthly Adjustment Amount) could be adding hundreds of dollars a …
1 month, 2 weeks ago
2-26-26 Software Stocks - Steal or Zero?
Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September…
1 month, 2 weeks ago
2-25-26 Q & A Wednesday - Straight Talk About Your Money
Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No…
1 month, 2 weeks ago
2-24-26 Stop Chasing 2026 Returns
Most investors don’t realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Rober…
1 month, 3 weeks ago
2-23-26 Is China Really Dumping U.S. Treasuries?
Is China really “dumping” U.S. Treasury bonds—or is that headline missing key context? Lance Roberts examines what Treasury International Capital (T…
1 month, 3 weeks ago
2-20-26 Mega Roth Questions & Senior Deductions
Some 401(k) plans let you put in extra after-tax money and move it into a Roth so it can grow tax-free—but you have to know what your plan allows. Ri…
1 month, 3 weeks ago
2-19-26 Dalio at Davos - Calm Markets, Hidden Currents
Ray Dalio’s Davos comments aren’t a “next-week collapse” call—they’re a long-cycle warning: rising debt supply can eventually force higher yields and…
1 month, 3 weeks ago
2-18-26 Q&A Wednesday - Markets, Money, and Your Questions
It’s Q&A Wednesday—your questions drive the show. Lance Roberts & Danny Ratliff break down what’s moving markets right now, key economic and Fed sig…
1 month, 3 weeks ago
2-17-26 Bank, Brokerage, or Corporate Trustee
Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you’re naming a bank, brokerage trust department…
1 month, 4 weeks ago