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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.
1-6-2022: Mortgage Rates Hit A 9-month high, And Loan Demand Drops Further
Applications for mortgages to purchase homes fell 4% from two weeks earlier and were 12% lower year-over-year. Today's Stocks & Topics: FDX - FedEx Corp., Domestic Market, Trade Deficit, Cryptocurrency Regulations, EVR - Evercore Inc. Cl A, Commodities, MP - MP Materials Corp., PIGFX - Pioneer Fundamental Growth Fund A, DIS - Walt Disney Co., BRKB - Berkshire Hathaway Inc. Cl B, VHI - Valhi Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5607/01/2022
1-5-2022: Did Big Pension Funds Dump the Wrong Things Last Year?
A year back, some institutional money managers were avoiding seven “asset classes” or types of investments due to perceived risks or poor returns. Today's Stocks & Topics: S&P Index Funds, Dynamics for 2022, Shift on Fed Governors, Cryptocurrency Regulations, FSPTX - Fidelity Select Technology Portfolio, SCI - Service Corp. International, Wash Sale, REITs, VNQ - Vanguard Real Estate ETF, REET - iShares Global REIT ETF, QDEL - Quidel Corp., ELY - Callaway Golf Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2106/01/2022
1-4-2022: Survey: Two-Thirds of U.S. Consumers Do Not Expect Their Personal Finances to Improve in 2022
Half of the cited group specified inflation (now at a 39-year high) as the barrier to a better money situation. Today's Stocks & Topics: POOL - Pool Corp., Consumer Tech Confidence, The Yield Curve, Unique Investments, AZO - AutoZone Inc., I-Bonds, WMB - Williams Cos., SONO - Sonos Inc., RYLD - Global X Russell 2000 Covered Call ETF, Roth I-R-A Allocation, RDSA - Royal Dutch Shell PLC ADR Cl A. TRIVIA QUESTION: "Can you name, or guess, 3 or 4 of the so-called Hard Truths About Retirement?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5705/01/2022
1-3-2022: More Millennials Are Renting Because They Have To
A recent study by RentCafe found that high-earning millennials (with an annual income of more than $50,000) submitted 39% of all rental apartment applications in 2021, their largest share in five years. Today's Stocks & Topics: EAD - Allspring Income Opportunities Fund, ERH - Allspring Utilities & High-Income Fund, Economic Trends, Cryptocurrency Regulations, The Fed New Members, SOM - Somero Enterprises Inc., DXC - DXC Technology Co., KKR - KKR & Co. Inc., FIW - First Trust Water ETF, DHR - Danaher Corp., MO - Altria Group Inc., IEA - Infrastructure & Energy Alternatives Inc, UNM - Unum Group, GEF - Greif Inc. Cl A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4204/01/2022
12-31-2021 - New Year's Eve Show - 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: New Investor Question, Penny Stocks, Options, Investing in Cryptocurrency, 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
47:0131/12/2021
12-30-2021: Key Signs You Will Run Out of Money in Retirement
Your retirement might be more expensive than you think if you live a lot longer than you expect. Today's Stocks & Topics: GOLD - Barrick Gold Corp., 529 Plans, Value Stocks, CB - Chubb Ltd., RIO - Rio Tinto PLC ADR, TWLO - Twilio Inc. Cl A, XVV - iShares ESG Screened S&P 500 ETF, QQQ - Invesco QQQ Trust Series I, Stop-Loss Order, Real Estate Investments, Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0331/12/2021
12-29-2021: More Employers Are Putting 401(k) Savings On "Autopilot"
About 62% of businesses with a 401(k)-plan used automatic enrollment in 2020, up from 60% the year prior and 46% a decade ago. Today's Stocks & Topics: Roth 401k, RKT - Rocket Cos. Inc., Green Energy and Inflation, Bank Circulation, Options, WM - Waste Management Inc., LICY - Li-Cycle Holdings Corp., BBDC - Barings BDC Inc., LUMN - Lumen Technologies Inc., VALE - Vale S.A. ADR, BMY - Bristol Myers Squibb Com, COKE - Coca-Cola Consolidated Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:4330/12/2021
12-28-2021: Smart Tips to Lower Your Federal Income Tax Bill Before 2021 Ends
It's the final week of the year, which means it's your last chance to reduce tax liability by donating to charities or changing your investments. Today's Stocks & Topics: KRBN – Krane Shares Global Carbon Strategy ETF, Senior Loans, 401 Mistakes, IDXX - IDEXX Laboratories Inc., O - Realty Income Corp., CWH - Camping World Holdings Inc. Cl A, Inflation, PENN - Penn National Gaming Inc., TOL - Toll Brothers Inc., Stock Buybacks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0429/12/2021
12-27-2021: Could Emerging Markets Provide Opportunities?
Strength in the greenback makes it harder for emerging market economies to service U.S.-denominated debt. Today's Stocks & Topics: PGTAX - Putnam Global Technology Fund A, JP Morgan, The Santa Clause Rally, Kathy Woods, TTE – Total Energies SE, FB - Meta Platforms Inc., FUE - ELEMENTS Linked to the ICE BofAML Commodity Index eXtra Biofuels Total Return, CURLF - Curaleaf Holdings Inc., OKE - ONEOK Inc., NVCR - Novocure Ltd., KRUS - Kura Sushi USA Inc.TRIVIA: "What is the dollar amount THRESHOLD for reporting-- and WHEN was this practice first started?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0528/12/2021
12-24-2021 - Christmas Eve Show - 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: Dividends & Taxes, Bonds vs. Preferred Stocks, Selling Roth I-R-A Stocks, Pay Mortgage or Retirement Plan, Natural Gas, Transaction Fees, Return on Invested Capital, Fixed Income Alternatives, Quick Ratio, 401k Contributions, Convertible Securities, Investing Options, Chart Reading Books, Investing for Retirement, Saving to Buy a House, Dividends, Inflation.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5824/12/2021
12-23-2021: Options Trading Activity Has Hit Record Levels
Retail investors now account for more than 25% of options trading, but most are playing a losing game. Today's Stocks & Topics: LNG - Cheniere Energy Inc., CHK - Chesapeake Energy Corp., HON - Honeywell International Inc., Ensuring Valuables at Home, INTC - Intel Corp., LMB - Limbach Holdings Inc., PLMR - Palomar Holdings Inc., Personal Income and Spending, LEVI - Levi Strauss & Co. Cl A, Stock Warrants, RCII - Rent-A-Center Inc., ALLK - Allakos Inc., RPRX - Royalty Pharma PLC, New Home Sells.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0524/12/2021
12-22-21: SEC Cracks Down On SPAC Claims
SEC officials have said that a $125 million penalty on truck maker Nikola, to settle fraud charges, might serve as a warning to all companies.Also in this podcast: Lincoln Electric Holdings Inc. - LECO, Arrow Electronics Inc. - ARW; Big Lots Inc. - BIG, MongoDB Inc. - MDB, Citigroup Inc. - C, Boeing Co. - BA, Reinvesting dividends, Health savings accounts, Existing home sales, Liquified natural gas, Steve comments on the ports backed up topic and the White House request for more oil drilling, plus an email question regarding a "wash sale"; Steve's trivia question: "Looking back in time, WAY BACK, in which YEAR was Christmas first celebrated on December 25th? AND--which U.S. state was the FIRST to declare Christmas a LEGAL holiday?" Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2823/12/2021
12-21-2021: Stocks Fell and Oil Dropped as Storm Clouds Gathered Over Global Economy
Soaring cases of the Omicron variant in Europe and the United States are already slamming businesses and forcing governments to tighten restrictions on activity at a critical time of year. Today's Stocks & Topics: Investing During Inflation, Omicron, MX - Magnachip Semiconductor Corp., SPY - SPDR S&P 500 ETF Trust, Selling Rules, Leading Economic Indicator, AR - Antero Resources Corp., Tesla Market Share, MSFT - Microsoft Corp., Precious Metals, PLBY - PLBY Group Inc., PLCE - Children's Place Inc. TRIVIA QUESTION: "What is the average household net worth in the United States? AND-- how would you calculate YOUR net worth?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3322/12/2021
12-20-2021: 4 Bad 401(k) Mistakes to Avoid When You Quit Your Job
Before leaving your job for greener pastures, be aware of these 401(k) blunders. Today's Stocks & Topics: Fair Value, BBY - Best Buy Co. Inc., Cryptocurrency Fees, Labor Shortage, OLN - Olin Corp., ABC – Amerisource Bergen Corp., CWEN - Clearway Energy Inc. Cl C, PATH - UiPath Inc., BHP - BHP Group Ltd. ADR., MLI - Mueller Industries Inc., Environmental, Social, and Governance (ESG).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1521/12/2021
12-17-2021: Stellantis Warns EV Cost Burden Is 'Beyond the Limits' For Automakers
The CEO of Europe's Stellantis, the world's sixth-largest automaker, says electrification would bring 50% additional manufacturing costs compared with those for a conventional vehicle. Today's Stocks & Topics: NVDA - NVIDIA Corp., Electric Vehicles, Interest Rates, McDonald’s, How to Save Two Million Dollars, VEDL - Vedanta Ltd., ANWPX - American Funds New Perspective Fund A, Mortgage, SLV - iShares Silver Trust, BXP - Boston Properties Inc., TGT - Target Corp., ODFL - Old Dominion Freight Line Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1318/12/2021
12-16-2021: SEC Wants Stronger Insider Trading Rules as Executive Stock Sales Hit Records
The SEC is considering stricter regulations to ensure CEOs aren’t buying and selling shares when informed by non-public information. Today's Stocks & Topics: RGS - Regis Corp., ARK Funds, ESG Investing, ZM - Zoom Video Communications Inc., VVV - Valvoline Inc., AFCG - AFC Gamma Inc., LUMN - Lumen Technologies Inc., Small vs. Mid Cap, LMND - Lemonade Inc., LCID - Lucid Group Inc., BYD - Boyd Gaming Corp., NYCB - New York Community Bancorp Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2317/12/2021
12-15-2021: How Homeowners Can 'Cash Out' When Mortgage Rates Are Rising
American homeowners are sitting on a record amount of home equity but taking advantage of the extra cash becomes more difficult as interest rates rise. Today's Stocks & Topics: COST - Costco Wholesale Corp., LYB - Lyondell Basell Industries N.V. Cl A, BHP - BHP Group Ltd. ADR, TT - Trane Technologies PLC, REITs, ET - Energy Transfer LP, SXYAY - Sika AG ADR, OKE - ONEOK Inc., ETSY - Etsy Inc., Gains.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2816/12/2021
12-14-2021: Should You Own Bonds When Yields Are So Low?
When bond yields are below 3% (as they’ve been since 2018), bonds lose their luster as a desirable place to park money. Today's Stocks & Topics: OGE - OGE Energy Corp., Toyota, Former U.S. Treasury Secretary Warned of The Risk of A “Spontaneous Deflating of Financial Markets”, CAH - Cardinal Health Inc., KPP Management, KPP Financial Newsletter, BLNK - Blink Charging Co., SVC - Service Properties Trust, NCLH - Norwegian Cruise Line Holdings Ltd. TRIVIA QUESTION: "Even when job applicants are skilled in the required areas, a hiring manager may choose to pass on that person... so, what are the 3 reasons people don’t get hired for a job?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4315/12/2021
12-13-2021: Institutional Investor Warns: Own Everything But ‘Bubble Assets’
A former Wall Street strategist says, "Valuations are very high and what you have to remember is the valuation is more important than the story." Today's Stocks & Topics: Investing in Cryptocurrency, Inflation, New FCC Top Enforcer, Building a Nest Egg, BX - Blackstone Inc., LKCO - Luokung Technology Corp., Tax Laws Harvesting, ABNB - Airbnb Inc. Cl A, SLVP - iShares MSCI Global Silver Miners ETF, ZVIA - Zevia PBC, TSLA - Tesla Inc., Carbon Credit ETFs, RIDE - Lordstown Motors Corp., MRVL - Marvell Technology Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1514/12/2021
12-10-2021: 5 Tax "To-Do’s" Before Year's End
Investors should consider mitigating potential tax implications. Today's Stocks & Topics: NAT - Nordic American Tankers Ltd., DDOG - Datadog Inc. Cl A, PAR - Par Technology Corp, Gross Funds, LLY - Eli Lilly & Co., UPS - United Parcel Service Inc. Cl B, Inflation, DOGZ - Dogness (International) Corp. Cl A, Oil, Google Salaries. 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
46:0411/12/2021
12-9-2021: Labor Productivity Rate Fell at the Fastest Pace Since 1960
Federal Reserve officials watch productivity data closely because low productivity levels tend to boost inflation. Today's Stocks & Topics: WU - Western Union Co., Globalization, Citigroup, Energy Industry, CL - Colgate-Palmolive Co., RY - Royal Bank of Canada, GBTC - Grayscale Bitcoin Trust, ENPH - Enphase Energy Inc., JAZZ - Jazz Pharmaceuticals PLC, URNM - North Shore Global Uranium Mining ETF, UUUU - Energy Fuels Inc., MO - Altria Group Inc., TACO - Del Taco Restaurants Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1210/12/2021
12-8-2021: How Close Is the U.S. Economy to Normal?
One analyst says consumer services are nearing full recovery, but the job market isn't. Today's Stocks & Topics: Dividends and Taxes, Jobs Opening Reports, The Economy in 2022, Apple and China, QDEL - Quidel Corp., AZPN - Aspen Technology Inc., VSIAX - Vanguard Small-Cap Value Index Fund Admiral, SWBI - Smith & Wesson Brands Inc., SHIP - Seanergy Maritime Holdings Corp., K - Kellogg Co, Stagflation, Investing for Retirement, PDBC - Invesco Actively Managed Exchange-Traded Commodity Fund Trust, EQT - EQT Corp. TRIVIA QUESTION: "In the first two days that followed, how much do you suppose the Dow Jones Industrial Average fell? AND-- what kind of returns were generated for a person who purchased U.S. blue chip stocks and held them till the end of 1945-- when World War II ended?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:4609/12/2021
12-7-2021: Should the Fed Hike Interest Rates Immediately to Cut Stagflation Risks?
A former Federal Reserve economist says yes, and he is warning that rising prices could send shockwaves through the economy. Today's Stocks & Topics: DOCU - DocuSign Inc., Union Labor Cost, 15- or 30-Year Mortgage, APPS - Digital Turbine Inc., VB - Vanguard Small-Cap ETF, VO - Vanguard Mid-Cap ETF, MS - Morgan Stanley, HCSG - Healthcare Services Group Inc., GSK - GlaxoSmithKline PLC ADR, T - AT&T Inc., IAI - iShares U.S. Broker-Dealers & Securities Exchanges ETF, LUV - Southwest Airlines Co., TOST - Toast Inc. TRIVIA QUESTION: "Over the past 30 years, what do you suppose was the AVERAGE yearly return of the S&P 500? And-- how much do you think the S&P 500 index dropped over 2 months at the start of the COVID-19 pandemic?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:2408/12/2021
12-6-2021: Opinion: What Crypto Investors Should Do Next
The cryptocurrency market had a rough weekend when the prices of Bitcoin, Ethereum, Cardano and Dogecoin, all dropped. Today's Stocks & Topics: AMKR - Amkor Technology Inc., NASDAQ, Transportation Sector, ZNGA - Zynga Inc. Cl A, PHO - Invesco Water Resources ETF, FIW - First Trust Water ETF, TPOR - Direxion Daily Transportation Bull 3X Shares, Cathie Wood, JOAN - JOANN Inc., SPY - SPDR S&P 500 ETF Trust, VOO - Vanguard S&P 500 ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5207/12/2021
12-3-2021: Are the Nasdaq and the Dow Trading in a Similar Pattern to What Was Evident Just Before the Internet Bubble Burst?
Though recent divergences aren’t as extreme as those seen in March 2000, there is a theory that postulates they are nevertheless much higher than the norm. Today's Stocks & Topics: ORAN - Orange ADR, DIDI - DiDi Global Inc. ADR, Jobs Report, Current Technical Analysis About the Market, KRBN – Krane Shares Global Carbon Strategy ETF, STNE - StoneCo Ltd. Cl A, CRSR - Corsair Gaming Inc., AVGO - Broadcom Inc. 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
47:3004/12/2021
12-2-2021: CEOs And Insiders Have Sold a Record $69 Billion Of Their Stock
Looming tax hikes and lofty share prices encourage many to take profits, but could this activity be a 'warning sign'? Today's Stocks & Topics: DFIVX - DFA International Value Portfolio Institutional, Retail Trends, Inflation, ALL - Allstate Corp., XOM - Exxon Mobil Corp., Carbon Credit Funds, HMC - Honda Motor Co. Ltd. ADR, 401k, Roth I-R-A, WU - Western Union Co., MTTR - Matterport Inc., Investing in the Market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1603/12/2021
12-1-2021: Congress Wants to Kill The 'Backdoor Roth IRA'
Starting next year, a House-passed bill would prohibit all taxpayers from converting their after-tax contributions using the "backdoor" method to a Roth IRA. Today's Stocks & Topics: I-Bonds, Inflation, Modern Monetary Theory, PLBY - PLBY Group Inc., T - AT&T Inc., New Investor, HEAR - Turtle Beach Corp., Ethereum Cryptocurrency, WU - Western Union Co., RKLB - Rocket Lab USA Inc., The Infrastructure Bill.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2402/12/2021
11-30-2021: Where Are Home Prices Headed in 2022?
The real estate market has been white hot in 2021 but if you’re thinking about buying or selling next year, you’ll want to know what to expect. Today's Stocks & Topics: ET - Energy Transfer LP, Market Drop, 401k, DIS - Walt Disney Co., EXPI - eXp World Holdings Inc., Dividends, Strong Support, UUP - Invesco DB US Dollar Index Bullish Fund, T - AT&T Inc., FCX - Freeport-McMoRan Inc., BHP - BHP Group Ltd. ADR., Chip Shortage. TRIVIA QUESTION: "By age group, which set of Americans have purchased more crypto than other age ranges?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:1701/12/2021
11-29-2021: What Are Options, Their Risk Levels, And Should You Trade Them?
Investing in options — or contracts allowing you to bet on which direction you think a stock price is going — hit a record high in 2020. Today's Stocks & Topics: HIMX - Himax Technologies Inc. ADR, Supply Change, SWKS - Skyworks Solutions Inc., Dividends, RBLX - Roblox Corp., IIPR - Innovative Industrial Properties Inc., The American Innovation and Choice Online Act, VAW - Vanguard Materials ETF, MMS - Maximus Inc., Quick Ratio, BMY - Bristol Myers Squibb Co., Options.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3230/11/2021
BLACK FRIDAY - 11-26-2021 - 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: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks Indicators, I-Bonds, Unusual Expectations, How to Get Stocks Information, Stock Adjustment, Investing in ETFs, Investing at Old Age, Stimulus Check, Equity, Company Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5126/11/2021
THANKSGIVING DAY - 11-25-2021 - 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: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks Indicators, Keep or Sell.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0525/11/2021
11-24-2021: What Is The 4% Rule and How Can It Help You Save For Retirement?
The 4% rule states that you should be able to comfortably live off of 4% of your money in investments in your first year of retirement but, recently, some financial planners have re-evaluated that assumption. Today's Stocks & Topics: SOFI - SoFi Technologies Inc., Holiday Sales, Russia, Inflation, KHC - Kraft Heinz Co., GOOG - Alphabet Inc., Covered Calls, Dividend and Stock Price, MA - Mastercard Inc., GS - Goldman Sachs Group Inc., Dividends, NUE - Nucor Corp. or VALE - Vale S.A. ADR, APTV - Aptiv PLC. TRIVIA QUESTION: "What do you suppose is the AVERAGE unpaid balance that American homeowners have for mortgages-- as of 2020?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3125/11/2021
11-23-2021: How to Protect Your Portfolio from Inflation
Inflation affects various security types differently, but there are some ways to hedge against it. Today's Stocks & Topics: MGY - Magnolia Oil & Gas Corp., WY - Weyerhaeuser Co., Holiday Travel, Oil, Bull Running Out of Steam, DIS - Walt Disney Co., V - Visa Inc. Cl A, ATVI - Activision Blizzard Inc., PENN - Penn National Gaming Inc., JAMF - Jamf Holding Corp., FCX - Freeport-McMoRan Inc., SPX - S&P 500 Index, NIO - NIO Inc. ADR. TRIVIA QUESTION: "What do you suppose was the amount of U.S. HOUSEHOLD DEBT at the end of 2020? AND-- for the 2020 pandemic year, did the CREDIT CARD delinquency rate... DECREASE or INCREASE?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2924/11/2021
11-22-2021: Home Sales Rose in October as Investors Rushed into The Market
Realtors are now predicting full-year sales of over 6 million, which would be the highest number of sales since 2006. Today's Stocks & Topics: SO - Southern Co., Capital Gains, New House Bill and Taxes, PBFX - PBF Logistics LP, BITO - ProShares Bitcoin Strategy ETF, INRG - iShares Global Clean Energy UCITS ETF, Inflation, RIG - Transocean Ltd., Jerome Powell, QRVO - Qorvo Inc., BGFV - Big 5 Sporting Goods Corp., ALLY - Ally Financial Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0423/11/2021
11-19-2021: High Profile Investor Says There’s a Misguided ‘Land Rush’ In Stocks
It’s been a blockbuster year for U.S. public market listings, which just surpassed an unprecedented $1 trillion marker, a record that more than doubles 2020 levels. Today's Stocks & Topics: KMTUY - Komatsu Ltd. ADR, SPCE - Virgin Galactic Holdings Inc., APPS - Digital Turbine Inc., JNJ - Johnson & Johnson, ATVI - Activision Blizzard Inc., FNF - Fidelity National Financial Inc., Car Rentals, Penny Stocks, Creative Destruction. 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
45:2320/11/2021
11-18-2021: How Is Ethereum Different from Bitcoin?
Once upon a time, when Bitcoin went up, Ethereum went up and when Bitcoin went down, Ethereum went down-- but that has changed. Today's Stocks & Topics: Return on Invested Capital, China, PENN - Penn National Gaming Inc., CSCO - Cisco Systems Inc., XLF - Financial Select Sector SPDR ETF, KMI - Kinder Morgan Inc., FLT - FleetCor Technologies Inc., PSFE - Paysafe Ltd., MMM - 3M Co., F - Ford Motor Co., RIVN - Rivian Automotive Inc. Cl A, Transaction Fees.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3719/11/2021
11-17-2021: Why GE and J&J May Not Be the Only Iconic Companies About To Break Up
Across all market sectors, iconic companies are under pressure from activists to split up or are making the decision to look within their own operations and slim down. Today's Stocks & Topics: XEL - Xcel Energy Inc., Fannie & Freddie, Inflation, China, PCAR - Paccar Inc., XOM - Exxon Mobil Corp, EPD - Enterprise Products Partners L.P., LZ - LegalZoom.com Inc., SG - Sweetgreen, Inc., ASML - ASML Holding N.V., AMZN - Amazon.com Inc., AFRM - Affirm Holdings Inc. Cl A, RIVN - Rivian Automotive Inc. Cl A, VEGI - iShares MSCI Global Agriculture Producers ETF, STKL - SunOpta Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2018/11/2021
11-16-2021: The Consumer Sentiment Index Fell to A Decade Low In Early November
Surging prices, a labor shortage, and a broken supply chain are making Americans uneasy. Today's Stocks & Topics: QS – Quantum Scape Corp. Cl A, WU - Western Union Co., Creating a Trust, RRD - R.R. Donnelley & Sons Co., NNDM - Nano Dimension Ltd. ADR, GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares, HBI - Hanesbrands Inc., FRHC - Freedom Holding Corp., Retail Sales, Labor Participation Rate. TRIVIA QUESTION: "With the worker shortage having an impact, can you name several of the large American companies that are already paying-- or have agreed to pay-- employees $15 per hour?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1517/11/2021
11-15-2021: Is The Fed Losing Credibility Over Its Inflation Narrative?
The contention of one high profile investor is that the false characterization of inflation as transitory is risky-- and the Fed is making a major policy mistake. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., Five Reasons Why the Stock Market Might Be Weaker in 2022, Price Increases and Consumers, Pay Mortgage or Retirement Plan, NHI - National Health Investors Inc., MYRG - MYR Group Inc., SCI - Service Corp. International, HOPE - Hope Bancorp Inc., Investing Options, X - United States Steel Corp., MO - Altria Group Inc. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2616/11/2021
11-12-2021: Big Business Warning: Supply Chain Issues and Inflation Are Here to Stay
Companies around the world are battling supply chain bottlenecks as a post-pandemic spike in consumer demand is overwhelming industrial production capabilities. Today's Stocks & Topics: XOP - SPDR S&P Oil & Gas Exploration & Production ETF, ASO - Academy Sports & Outdoors Inc., Young Workers with Large Pay Increases, Consumer Sentiment, GOOG - Alphabet Inc. Cl C, MMP - Magellan Midstream Partners L.P., ADS - Alliance Data Systems Corp., Fixed Income Alternatives, AMZN - Amazon.com Inc., NVDA - NVIDIA Corp., C - Citigroup Inc., Copper Stocks, WTRH - Waitr Holdings Inc. 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
46:3013/11/2021
11-11-2021: Report: Younger Women Are Narrowing the Gender Investing Gap
Nearly three-fourths of millennial women, ages 25 to 40 years old, are now investing outside their retirement accounts and compared to other age groups, they are also more likely to invest for specific goals. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc. Inflation, PENN - Penn National Gaming Inc., MMC - Marsh & McLennan Cos, Copper Stocks, Comparable Securities, ELY - Callaway Golf Co., RIVN - Rivian Automotive Inc. Cl A, NRZ - New Residential Investment Corp. and Justin Klein interviews an expert on the easy and cost-effective way to set-up a will or a trust.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3012/11/2021
11-10-2021: Wholesale Prices Rose 8.6% Year-Over-Year in October, Tied for Highest Ever
The government’s producer price index, which serves as a gauge of final demand prices from goods producers, rose 0.6% which is an indicator that inflation pressures are continuing to burden the U.S. economy. Today's Stocks & Topics: BGFV - Big 5 Sporting Goods Corp., Disney’s Earnings, LAND - Gladstone Land Corp., FPI - Farmland Partners Inc., Consumer Price Index, 401k Contributions, EPAM - EPAM Systems Inc., New Spending Package, DOCU - DocuSign Inc., EBF - Ennis Inc., DM - Desktop Metal Inc., T - AT&T Inc., Electric Vehicles Sales. TRIVIA QUESTION: "Of the 44 countries evaluated in the 2021 Global Retirement Index (GRI), what RANK do you think America earned? Were we first, last, or somewhere in between?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1511/11/2021
11-9-2021: Four S&P Sectors Hit New Highs
Four S&P 500 sectors — industrials, consumer staples, consumer discretionary and technology — reached fresh all-time highs Friday (11/5), the index’s seventh straight day of gains. Today's Stocks & Topics: Selling Roth I-R-A Stocks Before Retirement, PYPL - PayPal Holdings Inc., UUUU - Energy Fuels Inc., NLOK – Norton Life Lock Inc., Natural Gas, SSRM - SSR Mining Inc., COP – Conoco Phillips, DD - DuPont de Nemours Inc., ZG - Zillow Group Inc. Cl A, PCRFY - Panasonic Corp. ADR, WY - Weyerhaeuser Co, China Property Sector. TRIVIA QUESTION: "Can you name the 6 stages of Career Growth"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2510/11/2021
11-8-2021: Cryptocurrencies Rally: Ethereum Hits New All-Time High
Cryptocurrencies are known for their volatile price swings, with moves of up to 20% higher or lower relatively common. Today's Stocks & Topics: LPX - Louisiana-Pacific Corp., New Legislation, Post-Covid Economy, MFA - MFA Financial Inc., Preferred Bonds or Preferred ETFs, VLTA - Volta Inc., WES - Western Midstream Partners L.P., YETI - YETI Holdings Inc., IAT - iShares U.S. Regional Banks ETF, RIVN - Rivian Automotive, ARCB - ArcBest Corp., Natural Gas.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2109/11/2021
11-5-2021: Zillow Shares Plunge After Company Exits Home-Buying Business
Zillow shares have lost two-thirds of their value since February as the company’s new home-buying business turned into a money-losing albatross. Today's Stocks & Topics: Roth I-R-A, Jobs Report, California’s Natural Gas, IRS Limits for Next Year, QS – Quantum Scape Corp. Cl A, LAND - Gladstone Land Corp., MDC - M.D.C. Holdings Inc, Index Funds, WCC - Wesco International Inc. 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
45:4706/11/2021
11-4-2021: The Fed Holds Rates Near Zero Yet Some Borrowing Costs Are Already on The Rise
Even though the Federal Reserve didn’t raise its benchmark rate Wednesday, the days of low rates are clearly numbered, and consumers can expect to pay more. Today's Stocks & Topics: SYN - Synthetic Biologics Inc, IEA - Infrastructure & Energy Alternatives Inc., I-Bonds, STNG - Scorpio Tankers Inc., JAMF - Jamf Holding Corp., RILY - B. Riley Financial Inc., Mortgage and Retirement, BG - Bunge Ltd., SLB - Schlumberger Ltd., DISCA - Discovery Inc. Series A, AMC - AMC Entertainment Holdings Inc. Cl A, PCG - PG&E Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0105/11/2021
11-3-2021: Small Caps Kick Off November with A Rally
The small-cap-focused Russell 2000 rose nearly 3% on Monday (11/1), far better than the S&P 500 which ended the session only slightly higher. Today's Stocks & Topics: Roth I-R-A, OPEC, Carbon Tax, PNW - Pinnacle West Capital Corp., VZ - Verizon Communications Inc., Insider Trading, CPB - Campbell Soup Co., XOM - Exxon Mobil Corp., SBOW – Silver Bow Resources Inc., CVX - Chevron Corp., GSL - Global Ship Lease Inc. Cl A, PFG - Principal Financial Group Inc., GVP - GSE Systems Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4904/11/2021
11-2-2021: What to Expect for Fund Capital Gains Distributions In 2021
A strong year suggests that a decent amount of capital gains will be paid out. Today's Stocks & Topics: MRK - Merck & Co. Inc., ATVI - Activision Blizzard Inc., Rules and Regulations About Cryptocurrency, Financial Planner, American Airlines, IWM - iShares Russell 2000 ETF, IWR - iShares Russell Mid-Cap ETF, QS – Quantum Scape Corp. Cl A, TEVA - Teva Pharmaceutical Industries Ltd. ADR, XSD - SPDR S&P Semiconductor ETF, GNW - Genworth Financial Inc. Cl A, Infinite Banking, Private Contract Association, Limited Liability Company (LLC). TRIVIA QUESTION: "What's the average number of holidays employees get paid each year in the U.S.? AND-- about how much does it cost the federal government in wage dollars to fund each PAID holiday?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0803/11/2021
11-1-2021: In One of The Most Volatile Markets in Decades, Active Fund Managers Underperformed
Of the nearly 3,000 active funds analyzed by Morningstar, only 47% survived and outperformed their average passive counterpart in the 12 months through June 2021. Today's Stocks & Topics: CEI - Camber Energy Inc., Central Banks, Oil & Gas, 401k, RY - Royal Bank of Canada, BMY - Bristol Myers Squibb Co., VICI - VICI Properties Inc., Onshoring, RIO - Rio Tinto PLC ADR, SNDR - Schneider National Inc. Cl B, Interest Rates, PSEC - Prospect Capital Corp., I-R-A, International Banks, Value of a Stock, UHAL - Amerco.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1002/11/2021
10-29-21: Is The Market Starting To Price In More Interest Rate Hikes Than The Fed Is Indicating?
The majority of Fed officials who have spoken on inflation say they think it’s temporary and likely to clear up once supply chain issues have dissipated, but many traders are expecting a more aggressive response.Also in this podcast: Healthcare Services Group Inc. - HCSG, Dow Inc. - DOW, Investment Co. PLC (UK) - INVA, EQT Corp. - EQT; Do Fibonacci numbers tell us anything about the market today?, Which investing strategy should I use?, iTunes review question: What does taking profits mean?, Steve comments on new battery technology and the building real estate "difficulties" in China, Steve shares highlights of the KPP Premium Newsletter, and MORE.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5930/10/2021