Podcast Episodes
Back to Search6-1-26 Risk Management for Retirees: When to Reduce Exposure
One of the biggest challenges retirees face is balancing the need for portfolio growth with the need to protect hard-earned savings. With markets nea…
3 months, 1 week ago
6-1-26 Portfolio Insurance Before the Pullback? | Before the Bell
After nine straight weeks of gains, investor optimism is running high, money flows remain elevated, and portfolio protection has become an afterthoug…
3 months, 1 week ago
5-28-27 Is the Semiconductor Trade Going Too Far?
Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But i…
3 months, 1 week ago
5-28-26 Tech Rally Risk Rising | Before the Bell
Markets continue to grind higher, but the rally is becoming increasingly dependent on one sector: Technology. While technical trends remain bullish o…
3 months, 1 week ago
5-27-26 Q&A Wednesday: Real Advisors, Real Answers
Markets, retirement, inflation, taxes, the Fed, portfolio risk, and financial planning — nothing is off limits during this week's Q&A Wednesday. Lanc…
3 months, 1 week ago
5-27-26 Tech Bubble Driving Markets | Before the Bell
Markets continue pushing to new highs, but the rally is becoming increasingly dependent on one sector: Technology. With XLK and Semiconductor stocks …
3 months, 1 week ago
5-26-26 Why 20% Market Drops Don't Matter
Wall Street still defines a "bear market" as a 20% decline, but does that rule still apply in today's market environment? Lance Roberts & Jon Penn br…
3 months, 1 week ago
5-26-26 Narrow Rally Risks | Before the Bell
Markets continue to climb after eight straight weeks of gains, but the rally is becoming increasingly narrow and overextended. AI, semiconductors, an…
3 months, 1 week ago
5-25-26 Tom Thornton Interview-2 "Parabolic Bubble Brewing"
Markets finally pulled back after a relentless momentum-driven rally, but history suggests parabolic advances rarely end quietly. Lance Roberts & Tom…
3 months, 2 weeks ago
5-22-26 QCD Pros and Cons Explained
Qualified Charitable Distributions, or QCDs, can be one of the most tax-efficient strategies available for retirees with IRA assets. But are they alw…
3 months, 2 weeks ago