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 Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?”

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP

Produced by Brent Clanton, Executive Producer

0:00 - INTRO

0:50 - E-books & Economic Data

2:53 - Will AI Lead to Next Period of Financial Instability?

5:33 - Market Fails at 20- 50-DMA

11:10 - Chasing Returns in 2026

12:31 - Index's Substitution Effect

16:39 - What About the Flat Market?

19:20 - Where Returns Come From...

23:07 - Generating 6% Return w Bonds Only?

27:38 - Making Money vs Keeping It

29:05 - Money is Emotional

30:43 - What Do You Do w Your $1Million?

34:17 - Markets Have Been Easy

35:46 - Markets' Extreme Deviations

40:50 - Mistakes In Chasing Benchmarks

43:24 - Why Root for Economic Failure?

45:22 - Set a Goal & Manage Risk

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Watch Today's Full Video on our YouTube Channel:

https://youtube.com/live/iN9Pv2Thvbo

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Watch our previous show, "Is China Really Dumping U.S. Treasuries?," here:

https://youtube.com/live/fEk6rYGzFkA?feature=share

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The latest installment of our new feature, Before the Bell, "100-DMA Test: 5% Pullback Risk Rising," is here:

https://youtu.be/FfqIQklIxcc

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Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/

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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow

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Contact Us: 1-855-RIA-PLAN

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