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Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.
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8-2-2022 – The Big Risk with Employee Stock Purchase Plans (ESPP)

8-2-2022 – The Big Risk with Employee Stock Purchase Plans (ESPP)

A 2020 report has revealed that those who participate in both a 401(k) and ESPP contribute 32% more to their 401(k) than employees investing in only a 401(k). Today's Stocks & Topics: I-Bonds, Manufacturing Activity, Mortgages, Buying Bonds, UBER - Uber Technologies Inc., IYH - iShares U.S. Healthcare ETF, PMF - PIMCO Municipal Income Fund, Fractional Shares, VEIRX - Vanguard Equity Income Fund; Admiral, J - Jacobs Engineering Group Inc., SCHW - Charles Schwab Corp., Dollar Cost Average. The PERSPECTIVE topic provides historical context for American unemployment rates over decades.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0903/08/2022
8-1-2022 – Earnings Season Has Begun But Is It Too Early To Celebrate?

8-1-2022 – Earnings Season Has Begun But Is It Too Early To Celebrate?

Even with the moderately bullish results, and a more than 9% recovery in the S&P 500 over the past month, Bank of America argues the bear market has more room to run. Today's Stocks & Topics: FPI - Farmland Partners Inc., The US Dollar, and Commodities, INTC - Intel Corp., Tech Stocks, MT - ArcelorMittal ADR, MULN - Mullen Automotive Inc., Donor-Advised Funds, Apartment Rents. The PERSPECTIVE topic provides historical context for the cost of oil and its consumption levels over decades.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0102/08/2022
7-29-2022 – How Is a Bear Market Different from an Economic Recession?

7-29-2022 – How Is a Bear Market Different from an Economic Recession?

Signs of a slowing economy may cause investors to become pessimistic about the prospect of future returns on investment, prompting them to sell shares. Today's Stocks & Topics: COP - ConocoPhillips, The Market and Interest Rates, Earnings Blowout, AQWA - Global X Clean Water ETF, Required Minimum Distributions (RMDs), ATKR - Atkore Inc., AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, APA - APA Corp., CD Rates, MRNA - Moderna Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3430/07/2022
7-28-2022 – As Mortgage Rates Soared, Pending Home Sales Fell 20% in June

7-28-2022 – As Mortgage Rates Soared, Pending Home Sales Fell 20% in June

With the exception of the first two months of the coronavirus pandemic lockdowns, home sales were at their slowest pace since September of 2011. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, KSS - Kohl's Corp., Tech Workers, VZ - Verizon Communications Inc., Dealing with a Bear Market, Carbon Credits, PYPL - PayPal Holdings Inc., Bonds, Reverse Mortgage.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3929/07/2022
7-27-2022 – Before You ‘Chase Dividends,’ Here’s What You Need to Know

7-27-2022 – Before You ‘Chase Dividends,’ Here’s What You Need to Know

Investors put $43 billion into dividend-paying funds this year-- but it’s important to assess the company before buying. Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc., Manufacturing, Crypto Banks, Junk Bond Market, Covid Funds, Propane, PYPL - PayPal Holdings Inc., FF – Future Fuel Corp., OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., VGT - Vanguard Information Technology ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1127/07/2022
7-26-2022 – The Good News and Bad News About Stock Market Valuation

7-26-2022 – The Good News and Bad News About Stock Market Valuation

The market’s valuation has improved considerably since the beginning of the year-- however the bad news is that it hasn’t improved enough to support a new bull market. Today's Stocks & Topics: VEGI - iShares MSCI Global Agriculture Producers ETF, The CHIPS Act, Recession Fear are Rising, Robinhood App, Parallel Investing Strategy, AEM - Agnico Eagle Mines Ltd., SNDL - SNDL Inc., Reverse Split, XPEV - XPeng Inc. ADR, 15- or 30-Year Mortgage.  TRIVIA QUESTION: "When-- as in which YEAR-- did the Federal Reserve first implement a form of Yield Curve Control?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1227/07/2022
7-25-2022 – Is It Too Late to Add Inflation Protection to Your Portfolio?

7-25-2022 – Is It Too Late to Add Inflation Protection to Your Portfolio?

Everyone's situation is different, but it is interesting to take a closer look at some asset types that can help against inflation. Today's Stocks & Topics: Roth I-R-A, Interest Rate Future, Inflation, Crypto Banks, Subscription Based Technical Analysis Platform, PRHSX - T Rowe Price Health Sciences Fund, GOOG - Alphabet Inc. Cl C, ARLP - Alliance Resource Partners L.P., IVZ - INVESCO Ltd., STT - State Street Corp., Politics and Investing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1926/07/2022
7-22-2022 – Why Haven't American Wages Grown, Despite Increases in Productivity?

7-22-2022 – Why Haven't American Wages Grown, Despite Increases in Productivity?

Wages in the U.S. have stagnated since the early 1970s and sixty percent of labor markets are considered highly concentrated. Today's Stocks & Topics: Traditional I-R-A vs. Roth I-R-A, Recession, U.S is the Largest Producer of Oil, VZ - Verizon Communications Inc., T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, HRI - Herc Holdings Inc., Best Sector to Invest, BRKB - Berkshire Hathaway Inc. Cl B, AZO - AutoZone Inc., ORLY - O'Reilly Automotive Inc., American Quitting Their Jobs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
50:0423/07/2022
7-21-2022 – Will ESG Underperformance Be Its Undoing?

7-21-2022 – Will ESG Underperformance Be Its Undoing?

Investors might be willing to pay higher expense ratios as long as they earn higher returns, but ultimately, they will focus on ESG underperformance. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, MSFT - Microsoft Corp., AAPL - Apple Inc., How to Approach a Bear Market, Stablecoins, BIG - Big Lots Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Semiconductors, Investing Strategy, ILPT - Industrial Logistics Properties Trust, E - ENI S.p.A. ADR, EQIX - Equinix Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1122/07/2022
7-20-2022 – Should You Rent or Buy a House?

7-20-2022 – Should You Rent or Buy a House?

The ‘BURL’ rule can help you avoid financial regret because it looks at the true cost of living in a home that you own. Today's Stocks & Topics: SYK - Stryker Corp., ISRG - Intuitive Surgical Inc., Sentiment Market, China and their Auditing Practices, Banks and Consumers, MCI - Barings Corporate Investors, C - Citigroup Inc., Roth 401k, and Roth I-R-A, GOOG - Alphabet Inc. Cl C, NXPI - NXP Semiconductors N.V., STWD - Starwood Property Trust Inc., ARLP - Alliance Resource Partners L.P.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:3321/07/2022
7-19-2022 – Could Three Different Investment Buckets Be Right for Your Strategy?

7-19-2022 – Could Three Different Investment Buckets Be Right for Your Strategy?

The year is half over but according to the BMO Real Financial Progress Index survey, 21% of Americans have cut back on their retirement contributions. Today's Stocks & Topics: Investing for Kids, Goldman Sachs, CVS - CVS Health Corp., DIV - Global X SuperDividend U.S. ETF, NLY - Annaly Capital Management Inc., Housing, IIPR - Innovative Industrial Properties Inc., NEA - Nuveen AMT-Free Quality Municipal Income Fund, ARCC - Ares Capital Corp., JETS - U.S. Global Jets ETF, BCC - Boise Cascade Co.  TRIVIA QUESTION: "Americans are cutting their spending-- due to inflation-- but WHERE are they pulling back MOST? Which categories?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3020/07/2022
7-18-2022 – What Does Google’s Stock Split Mean for Investors?

7-18-2022 – What Does Google’s Stock Split Mean for Investors?

Alphabet still dominates the online search market with Google’s global share above 80%, which generates cash flow and strong revenue growth. Today's Stocks & Topics: ISRG - Intuitive Surgical Inc., GEF - Greif Inc. Cl A, Inflation, The Economy, Short Against the Box, KO - Coca-Cola Co., PEP - PepsiCo Inc., IIPR - Innovative Industrial Properties Inc., KBWP - Invesco KBW Property & Casualty Insurance ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2418/07/2022
7-15-2022 – 'Great Resignation' or the Start of a Trend to Lock in Jobs Before the Economy Gets Worse?

7-15-2022 – 'Great Resignation' or the Start of a Trend to Lock in Jobs Before the Economy Gets Worse?

A 'Joblist' survey reveals that 60% of respondents admit to the urgent desire to land a stable job sooner than later. Today's Stocks & Topics: Investing in Real Estate vs. REITs, Retail Sales Report, China’s GDP, Social Security, European Central Bank, Bonds, IIPR - Innovative Industrial Properties Inc., ARLP - Alliance Resource Partners L.P., AA - Alcoa Corp., Commodities, PLNT - Planet Fitness Inc. Cl A, MO - Altria Group Inc.  Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0016/07/2022
7-14-2022 – Does a Dormant IPO Market Give Us Reliable Insight into Investors' View of Risk?

7-14-2022 – Does a Dormant IPO Market Give Us Reliable Insight into Investors' View of Risk?

According to Ernst & Young, in the second quarter, the global IPO market slowed by 65% from a year earlier–- in terms of capital raised. Today's Stocks & Topics: Stock Value, Consumer Habits, SPBO - SPDR Portfolio Corporate Bond ETF, XLI - Industrial Select Sector SPDR ETF, Interest Rates, EQT - EQT Corp., AVGO - Broadcom Inc., QCOM - Qualcomm Inc., CHK - Chesapeake Energy Corp., RIO - Rio Tinto PLC ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4815/07/2022
7-13-2022 – Analyst: The Toughest Challenges for Cryptocurrency Lie Ahead

7-13-2022 – Analyst: The Toughest Challenges for Cryptocurrency Lie Ahead

Energy industry analysts and investment banks are split when it comes to the path ahead for oil. Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., Pension Funds, Oil Supply Crisis, Setting a Limit Order, The Market and Inflation, ADDDF - Adidas AG, ONTO - Onto Innovation Inc., MMM - 3M Co., AZTA - Azenta Inc., ECL - Ecolab Inc., GE - General Electric Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1813/07/2022
7-12-2022 – Oil Has Dropped and Where It Goes Next Is Key for Inflation

7-12-2022 – Oil Has Dropped and Where It Goes Next Is Key for Inflation

Energy industry analysts and investment banks are split when it comes to the path ahead for oil. Today's Stocks & Topics: KSS - Kohl's Corp., Inflation Numbers, Home Sales, Oil Prices, DLR - Digital Realty Trust Inc., ENLAY - Enel S.p.A. ADR, PVH - PVH Corp., Energy Sector, GRMN - Garmin Ltd. TRIVIA QUESTION: "Generally speaking, do you know the 5 factors used in setting your credit score?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0013/07/2022
7-11-2022 – Wall Street Prepares for Earnings Season Kick Off

7-11-2022 – Wall Street Prepares for Earnings Season Kick Off

As commodity and other producer costs remain high, companies will be factoring in the extent to which those heightened prices can be passed on to consumers and, likewise, how to keep earnings vigorous. Today's Stocks & Topics: PINS - Pinterest Inc., Inflation, Nord Stream 1 Pipeline, Greenwash, OXY - Occidental Petroleum Corp., XOM - Exxon Mobil Corp., ASML - ASML Holding N.V., KHC - Kraft Heinz Co., Employee Stock Purchase Plan (ESPP), WDS - Woodside Energy Group Ltd. ADR, UBER - Uber Technologies Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2512/07/2022
7-8-2022 – Could the 4% Guideline Rest on a Flawed Assumption?

7-8-2022 – Could the 4% Guideline Rest on a Flawed Assumption?

In-retirement spending is often incredibly variable rather than static. Today's Stocks & Topics: MDT - Medtronic PLC, Jobs Report, Oil Price, Wells Fargo on Recession, Property Tax Limits, SRNE - Sorrento Therapeutics Inc., MMM - 3M Co., Where to Invest When You’re Over 70, Portfolio Management, AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, SPOT - Spotify Technology S.A.  Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5509/07/2022
7-7-2022 – What's the Impact of the Strong Dollar on Your Portfolio?

7-7-2022 – What's the Impact of the Strong Dollar on Your Portfolio?

The biggest rally in the U.S. currency in 20 years is taking a bite out of non-U.S. fund returns and profits for U.S. companies doing business overseas. Today's Stocks & Topics: UL - Unilever PLC ADR, Online Advertising, Private Equity, ESG Ratings, PRTS - CarParts.com Inc, Roth I-R-A Contributions, GRIN - Grindrod Shipping Holdings Ltd., ZIM - ZIM Integrated Shipping Services Ltd., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, VSH - Vishay Intertechnology Inc., Property Tax Limits.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5308/07/2022
7-6-2022 – 6 Things You Should Know About the Housing Market Now

7-6-2022 – 6 Things You Should Know About the Housing Market Now

The housing affordability crunch is here — with mortgage rates continuing to rise at the same time as housing prices. Today's Stocks & Topics: Portfolio Management, SWKS - Skyworks Solutions Inc., Jobs Market, Sanctions Against Russia, Hedge Funds, SUN - Sunoco L.P., Oil, SMH - VanEck Semiconductor ETF, Semiconductors, SCHD - Schwab US Dividend Equity ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2807/07/2022
7-5-2022 – Bonds Flash Recession Warning Light as Key Part of the Yield Curve Inverts Again

7-5-2022 – Bonds Flash Recession Warning Light as Key Part of the Yield Curve Inverts Again

The so-called inversion is a warning sign that the economy could be weakening, and a recession is possible. Today's Stocks & Topics: OVV - Ovintiv Inc., Home Buying is Drying Up, Natural Gas in Europe, Morgan Stanley on Recession, WBD - Warner Bros. Discovery Inc. Series A, VNT - Vontier Corp., SHOP - Shopify Inc. Cl A, Financing Large Purchases. TRIVIA QUESTION: "A recession is near guaranteed-- but it almost always occurs so, looking back to the 1950s, can you name the time when NO RECESSION followed the yield curve dip... what year?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0006/07/2022
7-4-2022 - Best of Caller Questions - 4th of July Special

7-4-2022 - Best of Caller Questions - 4th of July Special

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4304/07/2022
7-1-2022 – The Economy Probably Just Plunged into a Recession

7-1-2022 – The Economy Probably Just Plunged into a Recession

The Federal Reserve Bank of Atlanta’s GDP Now tracker now predicts that second-quarter GDP will contract by 1%. Today's Stocks & Topics: ROKU - Roku Inc. Cl A, Goldman Sachs, Supply Chains Improvements, RIO - Rio Tinto PLC ADR, AVGO - Broadcom Inc., OXY - Occidental Petroleum Corp., Warrants, Market Timers, SOFI - SoFi Technologies Inc., GM - General Motors Co., CRI - Carter's Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3602/07/2022
6-30-2022 – Why Big Tech Is Pouring Money into Carbon Removal

6-30-2022 – Why Big Tech Is Pouring Money into Carbon Removal

Carbon removal amounts to a process of storing carbon dioxide that’s already been emitted. Today's Stocks & Topics: MJ - ETFMG Alternative Harvest ETF, Value Investing, Pension Funds, Value Stocks, Cryptocurrency, BYDDF - BYD Co. Ltd., XOM - Exxon Mobil Corp., FND - Floor & Decor Holdings Inc. Cl A, QDEL – Quidel Ortho Corp., Bond Exposure.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2601/07/2022
6-29-2022 – Investors in their 20s, 30s, and 40s Might Want to Embrace a Down-Market Survival Guide

6-29-2022 – Investors in their 20s, 30s, and 40s Might Want to Embrace a Down-Market Survival Guide

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. Today's Stocks & Topics: LEN - Lennar Corp. Cl A, DHI - D.R. Horton Inc., Job Offers, CEOs and Recession, European Factories and Natural Gas, Individual Bonds, AMZN - Amazon.com Inc., BSM - Black Stone Minerals L.P., BKE - Buckle Inc., NET - Cloudflare Inc. Cl A, Energy Sector, CVX - Chevron Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:3830/06/2022
6-28-2022 – Is It Possible to Make Your Portfolio 'Recession Proof'?

6-28-2022 – Is It Possible to Make Your Portfolio 'Recession Proof'?

Historically, high-quality bonds have been pretty good ballast for stocks during recessionary periods, but a rising interest-rate environment complicates things. Today's Stocks & Topics: DASH – Door Dash Inc. Cl A, Inflation, Housing Prices, Electric Cars, OXY - Occidental Petroleum Corp.,IPI - Intrepid Potash Inc, Portfolio Management, EWGS - iShares MSCI Germany Small-Cap ETF, STOR - STORE Capital Corp., PDCE - PDC Energy Inc., LRCX - Lam Research Corp. TRIVIA QUESTION: "Can you name the 5 or 6 things you should know about market crashes and downturns?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4029/06/2022
6-27-2022 – Investors Are Saying 'No' to Risky Growth Stocks

6-27-2022 – Investors Are Saying 'No' to Risky Growth Stocks

SPACs, once Wall Street’s hottest tickets, have become one of the most hated trades this year. Today's Stocks & Topics: VRTX - Vertex Pharmaceuticals Inc., Muni-Funds, EEFT - Euronet Worldwide Inc. MO - Altria Group Inc., VEIPX - Vanguard Equity Income Fund Investor, PARWX - Parnassus Endeavor Fund Investor, How Do You know When a Stocks Has Too Much Debt, SRS - ProShares UltraShort Real Estate, PXD - Pioneer Natural Resources Co., Close-End Funds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0928/06/2022
6-24-2022 – The Current Bear Market Comes After Shortest One in U.S. History

6-24-2022 – The Current Bear Market Comes After Shortest One in U.S. History

Today’s bear market has been fueled by several factors including inflation, fallout from the Russia-Ukraine war, a slowdown in China's economy and recession fears. Today's Stocks & Topics: COUP - Coupa Software Inc., New Home Sales, Warren Buffett, S&P 500, ORI - Old Republic International Corp., KO - Coca-Cola Co., DE - Deere & Co., CAT - Caterpillar Inc., GT - Goodyear Tire & Rubber Co., Blue Chip Stocks, NTZ - Natuzzi S.p.A. ADR, SAFM - Sanderson Farms Inc., DVN - Devon Energy Corp., MO - Altria Group Inc., AMN - AMN Healthcare Services Inc., WBD - Warner Bros. Discovery Inc. Series A. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4725/06/2022
6-23-2022 – Has the FED Already 'Created' the Next Recession?

6-23-2022 – Has the FED Already 'Created' the Next Recession?

One opinion frames the argument this way: "The longer-term structural issue is the fact that we grew the money supply by six and a half trillion dollars". Today's Stocks & Topics: Gas Prices and Gasoline Demand, Supply Chain, Companies and Financing Costs, MOS - Mosaic Co., Hedge Funds, UBER - Uber Technologies Inc., DQ - Daqo New Energy Corp. ADR, FBALX - Fidelity Balanced Fund, BKE - Buckle Inc., SLV - iShares Silver Trust.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3024/06/2022
6-22-2022 – Is the Bear Market a Good Thing for Investors?

6-22-2022 – Is the Bear Market a Good Thing for Investors?

Those who are new to investing could benefit by buying stocks cheaply and holding them long term. Today's Stocks & Topics: ARCB - ArcBest Corp., Shipping Rates, The Crypto Market, High Gas Prices, LNG - Cheniere Energy Inc., ABR - Arbor Realty Trust Inc., ABR - Arbor Realty Trust Inc., SLV - iShares Silver Trust, The Yen, Securities and Exchange Commission (SEC) Proposed Changes, MSSMX - Morgan Stanley Inception Portfolio A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5422/06/2022
6-21-2022 – Are Recessions Inevitable?

6-21-2022 – Are Recessions Inevitable?

The U.S. has experienced at least 30 recessions throughout history, dating back as early as 1857.Today's Stocks & Topics: T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, Tech Stocks, BA - Boeing Co., CGNX - Cognex Corp., Goldman Sachs, USB - U.S. Bancorp, BK - Bank of New York Mellon Corp., SLG - SL Green Realty Corp., XOM - Exxon Mobil Corp., BIG - Big Lots Inc., SBGSY - Schneider Electric SE ADR, DIS - Walt Disney Co., LPI - Laredo Petroleum Inc. TRIVIA QUESTION: "GE was one of the original 12 companies listed on the newly formed Dow Jones Industrial Average... Can you name several of the other initial companies?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5822/06/2022
6-20-2022 - Best of Caller Questions - Juneteenth Show

6-20-2022 - Best of Caller Questions - Juneteenth Show

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Low Risk Investment, Roth I-R-A, Options & Covered Calls, Corporate Bonds, Buying Real Estate, Selling Personal Residence, Setting Up an Account, Cryptocurrency Law, Selling Put Options, Selling Covered Calls, Margin Investing, Retirement Plans, Interest Rates, Where to Invest, Technical Analysis, Value Stocks vs. Growth Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3420/06/2022
6-17-2022 - Best of Caller Questions

6-17-2022 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Options, 401k, S&P Index Fund, KPP Management & Newsletter, International Investing, Trading Accounts, Strong Support, Dollar Cost Average, Day Trading, Small vs. Mid Cap, Investing for Kids, On Balance Volume, Special-purpose Acquisition Company, Dividends, Roth I-R-A & Dividends, The Stock Market, Investing in Cryptocurrency, Yield Curve.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1318/06/2022
6-16-2022 - Best of Caller Questions

6-16-2022 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: X - United States Steel Corp., Money Market Rate, I-Bonds, Dividends, Gains, Covered Calls, 401k, Ethereum Cryptocurrency, Investing, 401k & Roth I-R-A, Special-Purpose Acquisition Company – SPAC, Commodities.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5217/06/2022
6-15-2022 – What Can We Expect from the FED's Quantitative Tightening?

6-15-2022 – What Can We Expect from the FED's Quantitative Tightening?

The financial system is unfathomably complex and preparing for every scenario is impossible as the FED embarks on its most ambitious QT program to date. Today's Stocks & Topics: CTS - CTS Corp., Rates, Retail Sales, JP Morgan, SYF - Synchrony Financial, VALE - Vale S.A. ADR, BGFV - Big 5 Sporting Goods Corp., Portfolio Management,CAMT - Camtek Ltd., NEM - Newmont Corp., Investing in the Market, BGS - B&G Foods Inc.  TRIVIA QUESTION: "Where did the term bear market come from-- and what has been the longest bear market in history?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3715/06/2022
6-14-2022 – The Best States for Business Activities

6-14-2022 – The Best States for Business Activities

Fixing the broken domestic supply chain is a national priority as inflation surges and states are competing to lead the way. Today's Stocks & Topics: Mutual Funds, VMNFX - Vanguard Market Neutral Fund Investor, ADDYY - Adidas AG ADR, Recession, Oil & Gas, GNR - SPDR S&P Global Natural Resources ETF, The Fed Meeting, Market Bottom, PBR - Petroleo Brasileiro S/A ADR, FSLR - First Solar Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4415/06/2022
6-13-2022 – SEC Chief Gensler Has Unveiled a Plan to Overhaul Wall Street Stock Trading

6-13-2022 – SEC Chief Gensler Has Unveiled a Plan to Overhaul Wall Street Stock Trading

To boost competition, the plan would require trading firms to directly compete when executing trades from retail investors. Today's Stocks & Topics: TMST – Timken Steel Corp., IIIN - Insteel Industries Inc., Bonds, European Industry, The Japanese Yen, MTDR - Matador Resources Co., Roth I-R-A Max Contributions, ZBRA - Zebra Technologies Corp. Cl A, Investing, DOW - Dow Inc., TSN - Tyson Foods Inc. Cl A, SHOP - Shopify Inc. Cl A, REC - Emles Real Estate Credit ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1314/06/2022
6-10-2022 – Stocks and Bonds Are Down This Year, But History Teaches Us Not to Panic

6-10-2022 – Stocks and Bonds Are Down This Year, But History Teaches Us Not to Panic

To boost competition, the plan would require trading firms to directly compete when executing trades from retail investors. Today's Stocks & Topics: Cash, TGT - Target Corp., PYPL - PayPal Holdings Inc., Dividends & Taxes, Schedule K-1, DOW - Dow Inc., Consumer Price Index (CPI), Oil Prices, Shanghai Lockdown, XOM - Exxon Mobil Corp., DAC - Danaos Corp.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3511/06/2022
06-9-2022 - Best of Caller Questions

06-9-2022 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5009/06/2022
6-8-2022 – What Is Stagflation and Is It a Near-Term Probability?

6-8-2022 – What Is Stagflation and Is It a Near-Term Probability?

The World Bank slashed its global growth forecast and warned that many countries could fall into recession as the economy slips into a period of stagflation reminiscent of the 1970s Today's Stocks & Topics: Fracking, Where Cash Flows, Payment for Order Flow, Commercial Property, The Wash Rule, Energy Sector Profits, OXY - Occidental Petroleum Corp., CVX - Chevron Corp., VIVO - Meridian Bioscience Inc., Signs of Growth in the Market, X - United States Steel Corp., NUE - Nucor Corp., STLD - Steel Dynamics Inc., SD – Sand Ridge Energy Inc., COM - Direxion Auspice Broad Commodity Strategy ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:4109/06/2022
6-7-2022 – Once the China Backlog Clears, Europe and the U.S. Might See Rush of Shipments

6-7-2022 – Once the China Backlog Clears, Europe and the U.S. Might See Rush of Shipments

For now, China’s “zero COVID” measures on trucking and cross-city transport limitations continue to slow manufacturing and logistics. Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, Jobs Report, The World Bank, Equity Market, T - AT&T Inc., MGV - Vanguard Mega Cap Value ETF, VTV - Vanguard Value ETF, MCW - Mister Car Wash Inc., SPYD - SPDR Portfolio S&P 500 High Dividend ETF, PDI - PIMCO Dynamic Income Fund, FLGT - Fulgent Genetics Inc.TRIVIA QUESTION: "Can you name 5 ways to make borrowing money as cheap as possible?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5108/06/2022
6-6-2022 – 25% of Americans Are Delaying Retirement Due to Inflation

6-6-2022 – 25% of Americans Are Delaying Retirement Due to Inflation

BMO Harris Bank says that 36% of Americans have already seen their savings hit by inflation. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Best Stocks During Inflation, Annuities, IDXXI - DEXX Laboratories Inc., CLF - Cleveland-Cliffs Inc., NNI - Nelnet Inc. Cl A, Roth I-R-A Contributions, XOM - Exxon Mobil Corp., BIG - Big Lots Inc., MLI - Mueller Industries Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2207/06/2022
6-3-2022 – Lessons Learned from Surviving Thematic Funds

6-3-2022 – Lessons Learned from Surviving Thematic Funds

Most thematic funds prove to be one-hit wonders or don't live long enough to see their investment theses pan out. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., New Accounting Rules, Government Bonds, Stock Prices and Evaluation, WDS - Woodside Energy Group Ltd. ADR, Roth I-R-A, NVST - Envista Holdings Corp., Private Equity, Bank Earnings.  Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:3604/06/2022
6-2-2022 – When Everything Declines at Once

6-2-2022 – When Everything Declines at Once

Past correlations can be considered a hazardous guide for the future. Today's Stocks & Topics: CNC - Centene Corp., Fuel Prices, DIS - Walt Disney Co., BBY - Best Buy Co. Inc., U.S. Manufacturing, Treasuries, BKE - Buckle Inc., AND - Advent Technologies Holdings Inc. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:3303/06/2022
6-1-2022 – Home Prices Surged More Than 20% in March

6-1-2022 – Home Prices Surged More Than 20% in March

The average rate on the 30-year fixed mortgage stood at 3.29% at the start of January and ended March at 4.67%-- is it too late for you to jump in the game? Today's Stocks & Topics: STLA - Stellantis N.V., Market Bargains, Food Prices, Global Rates, YUM - Yum! Brands Inc., IIPR - Innovative Industrial Properties Inc., HYLB - Xtrackers USD High Yield Corporate Bond ETF, HYT - BlackRock Corporate High Yield Fund Inc., ANGL - VanEck Global Fallen Angel High Yield Bond ETF, BKE - Buckle Inc., Foreign Stocks with Two Symbols.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:3302/06/2022
5-31-2022 – Putting Recent Market Volatility in Perspective

5-31-2022 – Putting Recent Market Volatility in Perspective

Stocks have been more jittery than usual, but volatility is to be expected. Today's Stocks & Topics: MU - Micron Technology Inc., Goldman Sachs and Inflation, Supply Chain Problems, AA - Alcoa Corp., AAPL - Apple Inc., EIX - Edison International, Mortgage Insurance, GOOG - Alphabet Inc. Cl C, 10 Year Treasury Bond, REK - ProShares Short Real Estate, C - Citigroup Inc.  TRIVIA QUESTION: "Can you name at least 5 jobs that might not exist at some point in the near future?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4801/06/2022
5-30-2022 - Best of Caller Questions - Memorial Day Edition

5-30-2022 - Best of Caller Questions - Memorial Day Edition

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5030/05/2022
5-27-2022 – 7 Steps to Estimating Your In-Retirement Cash Flow Needs

5-27-2022 – 7 Steps to Estimating Your In-Retirement Cash Flow Needs

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor. Today's Stocks & Topics: UPST - Upstart Holdings Inc., Personal Consumption Expenditures (PCE) Report, Fertilizers, Limited Partnerships SLB - Schlumberger Ltd., VMW - VMware Inc., LLY - Eli Lilly & Co., GLT - Glatfelter Corp., Business Cycle. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4128/05/2022
5-26-2022 – Can the Surging Cost of Natural Gas Be Stopped?

5-26-2022 – Can the Surging Cost of Natural Gas Be Stopped?

Drivers are paying record high prices at the gas pump, and now utility bills are set to increase at a time when natural gas inventories are low. Today's Stocks & Topics: CRM - Salesforce Inc., Tech Shares, Manufacturing, Asset Allocation, Stocks & Bonds, VEGI - iShares MSCI Global Agriculture Producers ETF, Bitcoin, Investing Strategy, GNK - Genco Shipping & Trading Ltd., FKIQX - Franklin Income Fund A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0427/05/2022
5-25-2022 – Are There Good Places to "Park" Your Short-Term Investments?

5-25-2022 – Are There Good Places to "Park" Your Short-Term Investments?

Yields are important, but so are liquidity considerations and guarantees. Today's Stocks & Topics: Economic Indicators, COUP - Coupa Software Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, ZTS - Zoetis Inc., Export Bans, TSN - Tyson Foods Inc. Cl A, SAFM - Sanderson Farms Inc., Tesla.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2626/05/2022