Proactive Portfolio Management Strategies

Are investors TOO bullish now?Portfolio manager Lance Roberts is concerned they are. Wall Street is flush with money and throwing it at just about every asset right now.Lance sees a lot of similarities to late 2021/early 2022, right before the over-valued markets corrected by 20%...but many retail investors lost 40-50% of their portfolio wealth because they were exposed to too much leverage.Will that happen this year?We'll find out. But Lance is confident this year will be a lot more volatile than today's complacent investors have become used to.We discuss all this and more, including the recent inflation data, DOGE, tariffs, the latest market technicals, and Lance's latest trades.For everything that mattered to markets this week, watch this Market Recap.BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference