9-16-25 Invest or Index - 5 Smart Strategies Explained
Update: 2025-09-16
Description
Should you invest actively or stick with indexing?
Lance Roberts & Jonathan Penn break down five different strategies investors use to build wealth, reduce risk, and stay ahead of the market. From active stock picking to index fund simplicity, we’ll explore the pros, cons, and real-world applications of each approach so you can better understand how they fit into your financial plan.
📺 Subscribe for more insights: https://www.youtube.com/c/TheRealInvestmentShow
SEG-1a: Fed Cuts & Commentary, Buy Back Window Shuts
SEG-1b: Market Movement Muted
SEG-2a: Tesla Shares & Elon's Compensation
SEG-2b: The S&P 493
SEG-2c: Bond Yield Behavior
SEG-2d: Overall Bullish Backdrop is not at Risk
SEG-2e: The Only Thing that Matters (Forward Earnings)
SEG-2f: What Wall St. is Expecting in 2026
SEG-2g: The Problem w Wall Street's Forecasts
SEG-2h: The Most Important Indicator to Watch
SEG-2i: PCE, CPI, & % of Full Time Workers
SEG-2j: Why the Fed is Behind the Curve
SEG-2k: Market Earnings Growth By Sector comparison
SEG-2l: Why Watt St. Exuberance is at Odds w Economy
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=2FO5yZGFOPk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=101s
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The latest installment of our new feature, Before the Bell, "Three Key Influences Driving Markets into December," is here:
https://www.youtube.com/watch?v=eNd7D4lz7FU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "Earnings Slowdown Ahead - Jobs Data Sends Warning," is here:
https://youtu.be/XHMHkOAWRIc
-------
Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
-------
Articles mentioned in this report:
"Corporate Earnings Slowdown Signaled By Employment Data"
https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/
"Invest Or Index – Exploring 5-Different Strategies"
https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/
"Portfolio Risk Management: Accepting The Hard Truth"
https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
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/
#FederalReserve #MarketVolatility #StockMarketUpdate #AIStocks #SP500 #InvestingAdvice #Money #Investing
#InvestingAdvice #Money #Investing
Lance Roberts & Jonathan Penn break down five different strategies investors use to build wealth, reduce risk, and stay ahead of the market. From active stock picking to index fund simplicity, we’ll explore the pros, cons, and real-world applications of each approach so you can better understand how they fit into your financial plan.
📺 Subscribe for more insights: https://www.youtube.com/c/TheRealInvestmentShow
SEG-1a: Fed Cuts & Commentary, Buy Back Window Shuts
SEG-1b: Market Movement Muted
SEG-2a: Tesla Shares & Elon's Compensation
SEG-2b: The S&P 493
SEG-2c: Bond Yield Behavior
SEG-2d: Overall Bullish Backdrop is not at Risk
SEG-2e: The Only Thing that Matters (Forward Earnings)
SEG-2f: What Wall St. is Expecting in 2026
SEG-2g: The Problem w Wall Street's Forecasts
SEG-2h: The Most Important Indicator to Watch
SEG-2i: PCE, CPI, & % of Full Time Workers
SEG-2j: Why the Fed is Behind the Curve
SEG-2k: Market Earnings Growth By Sector comparison
SEG-2l: Why Watt St. Exuberance is at Odds w Economy
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch today's video on YouTube:
https://www.youtube.com/watch?v=2FO5yZGFOPk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=101s
--------
The latest installment of our new feature, Before the Bell, "Three Key Influences Driving Markets into December," is here:
https://www.youtube.com/watch?v=eNd7D4lz7FU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our Previous Show, "Earnings Slowdown Ahead - Jobs Data Sends Warning," is here:
https://youtu.be/XHMHkOAWRIc
-------
Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
-------
Articles mentioned in this report:
"Corporate Earnings Slowdown Signaled By Employment Data"
https://realinvestmentadvice.com/resources/blog/corporate-earnings-slowdown-signaled-by-employment-data/
"Invest Or Index – Exploring 5-Different Strategies"
https://realinvestmentadvice.com/resources/blog/invest-or-index-exploring-5-different-strategies/
"Portfolio Risk Management: Accepting The Hard Truth"
https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
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/
#FederalReserve #MarketVolatility #StockMarketUpdate #AIStocks #SP500 #InvestingAdvice #Money #Investing
#InvestingAdvice #Money #Investing
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