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2-10-26 Duct Tape & WD-40 Your Portfolio Together

2-10-26 Duct Tape & WD-40 Your Portfolio Together

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 Markets rallied back into positive territory today, but the real risk-management lesson isn't the chart—it's behavior. Lance Roberts & Jon Penn unpack the "WD-40 & Duct Tape" framework: WD-40 reduces emotional friction when headlines and volatility try to lock up decision-making, and duct tape is the discipline that keeps your portfolio plan intact (allocation, diversification, rebalancing rules, time horizon, liquidity). We also hit real-life planning topics investors ignore until it's urgent—pre-nups, trusts, board liability, and why you shouldn't scrimp on estate planning. Because protecting wealth isn't just about returns—it's about structure, documents, and decisions made before stress shows up. 0:00 - INTRO 0:19 - Valentine's PSA & Earnings Recaps 4:25 - Markets Rally Back Into Positive Territory 9:21 - Christmas Lights, Roofers, & Racoons 12:31 - Engagements, WD-40, & Duct Tape 18:35 - Investors Getting Emotional w Markets 26:57 - When Should a Pre-Nup Be Used? 31:57 - Will a Trust Protect One's Assets? 39:27 - Don't Scrimp on Estate Planning 42:58 - Can I Get Sued on a Board of Directors? 45:22 - Updating an Estate Plan Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/EsweZ6GtMvI?feature=share ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Technology Stocks: Dead… or the Next Opportunity?" here: https://youtube.com/live/dkvgydsdn-g?feature=share -------- The latest installment of our new feature, Before the Bell, "Market Signals Melt-up" is here: https://youtu.be/U5PtR83h4qs ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #StockMarket #MarketMeltUp #SectorRotation #TechStocks #BitcoinAnalysis #BehavioralFinance #MarketVolatility #PortfolioDiscipline #EstatePlanning #WealthProtection
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