Real Investment Advice

Real Investment Advice

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We run an in-depth analysis to understand our client’s goals and risk tolerance.

07/10/2026

Are you experiencing the "Boomerang Generation?"
Richard Rosso & Jonathan McCarty discuss how you can protect your retirement while helping your adult children on
, streaming live starting at 6am CDT on YouTube, Meta, LinkedIn, & X.
(Links are in the comments)

07/09/2026

There's room for correction as markets continue to consolidate and await outcomes in the Middle East.
Catch Lance Roberts' latest Before the Bell Report:

07/09/2026

Flattening yield curves, violent sector rotations, and shifting market leadership often trigger recession headlines—but do they really predict when markets will peak?

Lance Roberts & Michael Lebowitz look at why investors frequently confuse condition indicators with timing indicators. While yield curve flattening and rapid rotations between growth and value stocks can reveal that the market environment is changing, they don't tell you exactly when a recession or bear market will begin.

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