The Real Investment Show Podcast

3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps

Mar 24, 2026 · 52m

Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now: Challenge the assumption that older investors should automatically shift to ultra-conservative allocations Whether every account in a multi-account household needs the same investment strategy why Roth IRAs may warrant a more aggressive growth posture How much weight each equity position should carry, and how many stocks is too many Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment …

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3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps

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