{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"9-29-26 Stop Trying to Beat the Market","description":"Can even the wealthiest investors consistently beat the market? Recent data comparing the Forbes 400 with the S&P 500 raises an important question about investment performance, indexing, and the pursuit of market-beating returns. Lance Roberts & Jonathan Penn examine why Americans across generations remain uncertain about their future financial needs, and what that says about the importance of planning beyond portfolio performance. Then, we put a real-world income decision under the microscope: a 5-year Multi-Year Guaranteed Annuity (MYGA) yielding 6% versus a 5-year U.S. Treasury yielding 5%.  Is the additional yield worth the differences in liquidity, guarantees, taxes, and risk? 0:00 - INTRO   1:00 - National Coffee Day 1:55 - ISM Report\/Dallas Fed: 4% GDP Growth? 4:02 - Earnings Season About to Begin\/Market Seasonality Set up 6:20 - Markets Continue to Bore; very deceptive 7:54 - Reflexive Rally today? 9:36 - Where to bet on Markets' next move? 11:24 - National Coffee Day & Lance's Weekend Indulgence; Peanut Butter poll 15:15 - Kneejerk Reactions by Investors to Constantly Beat the Market (Fortune 400 vs S&P 500) 18:34 - When Investors Meddle with Portfolios 21:58 - How to Lose Money on a Bond 23:20 - When You're Down in a Position (and don't want to sell at a loss...) 25:49 - Is There a Strategy for Looking for under-valued bonds? 29:37 - Are there Concerns over Stability of US Treasury Market? (6% MYGA vs 5% Treasury) 36:51 - What about Brokered CD's? 39:31 - Managing a Portfolio for Maximum Tax Efficiency; Dealing with Taxes on Bonds 46:58 - Investor Optimism & Beating the Market - Investors Keep Less than the Funds They Own (chart) ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP  Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https:\/\/bit.ly\/4b9JtEo ------- Watch Today's "Before the Bell" report, "What the S&P 500 Is Hiding," https:\/\/youtu.be\/_m7uSDmtseI    ------- Watch Today's Full Video on our YouTube Channel:  https:\/\/youtube.com\/live\/rw1VkcLx91U  -------- Watch our previous show, "Can the S&P 500 Really Reach 9,000?" https:\/\/youtube.com\/live\/6XwMMbygt6k  ------- Articles Mentioned in Today's Show: "Jefferies Sets 9000 Market Target: Everything Must Go Right" https:\/\/realinvestmentadvice.com\/resources\/blog\/jefferies-sets-9000-target-for-market-everything-must-go-right\/ "Investor Optimism Wins As An Investment Strategy" https:\/\/realinvestmentadvice.com\/resources\/blog\/investor-optimism-wins-as-an-investment-strategy\/ "McDonald\u2019s At Four-Year Lows Isn\u2019t As Worrisome As Some Fear" https:\/\/realinvestmentadvice.com\/resources\/blog\/mcdonalds-at-four-year-lows-isnt-as-worrisome-as-some-fear\/ ------- Get more info & commentary: https:\/\/realinvestmentadvice.com\/insights\/real-investment-daily\/ ------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https:\/\/www.simplevisor.com\/register-new --- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #SP500 #StockMarket #MarketOutlook #Investing #Nvidia #FinancialPlanning #RetirementPlanning  #Bonds #MYGA #PeanutButter ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"