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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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11-13-2020: Investors Must Decide If An Earnings Comeback For Cyclical Stocks Will Justify Their Faith

11-13-2020: Investors Must Decide If An Earnings Comeback For Cyclical Stocks Will Justify Their Faith

As investors continue to grow more optimistic about an economic recovery in 2021, energy, real estate and industrials may look like an attractive bet based on earnings expectations.Today's Stocks & Topics: 401k, CHL - China Mobile Ltd. ADR, QQQ - Invesco QQQ Trust Series I, REITs, Buy the Dips, BAYRY - Bayer AG ADR, Foreclosure, SFM - Sprouts Farmers Market Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1714/11/2020
11-12-2020: Mortgage Demand From Homebuyers Drops To Lowest Level In 6 Months

11-12-2020: Mortgage Demand From Homebuyers Drops To Lowest Level In 6 Months

Loan amounts have hit new highs due to skyrocketing home prices and low rates are no longer offsetting these hefty costs.Today's Stocks & Topics: 401k, Fiscal Deficit, Sales Person or Adviser, Stock Buybacks, COP – Conoco Phillips, RTLR - Rattler Midstream L.P., Interview with PhD Carolina Reis Oliveira – CEO of OneSkin, PLUG - Plug Power Inc., DE - Deere & Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2013/11/2020
11-11-2020: Warning For Landlords: Rental Fraud Has Jumped Due To COVID-19 Crisis

11-11-2020: Warning For Landlords: Rental Fraud Has Jumped Due To COVID-19 Crisis

According to TransUnion, since the pandemic began, the frequency of actual fraud incidents for the multifamily rental industry has jumped by nearly 50%.Today's Stocks & Topics: INTC - Intel Corp., Stocks Dropping, Financial Advice, Moving to a Retirement Community, Teaching Your Child to Invest, CX - Cemex S.A.B. de C.V. ADR, IP - International Paper Co., NIO - NIO Inc. ADR, AAPL - Apple Inc., Investing Strategy, Gold, RTX - Raytheon Technologies Corp., PLMR - Palomar Holdings Inc.TRIVIA QUESTION: "Knowing that Europe's richest man added $7 billion to his wealth in just one day this week, thanks to positive Covid-19 vaccine news, HOW wealthy is this person, and WHO is he?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1212/11/2020
11-10-2020: How to Invest In A Post-Vaccine World After Pfizer’s Announcement

11-10-2020: How to Invest In A Post-Vaccine World After Pfizer’s Announcement

At least one analyst says that, with the outlook for an improving global economy, value stocks may do better than growth stocks.Today's Stocks & Topics: MTH - Meritage Homes Corp., AT&T and Verizon, Things You Shouldn't Include In Your Will, Wasting Money, How to Find Financial Success, QRVO - Qorvo Inc., Retirement, RTLR - Rattler Midstream L.P., Diversification, HEXO - HEXO Corp., BRK.A - Berkshire Hathaway Inc. Cl A.TRIVIA QUESTION: "The overall market is made up of millions of investors and traders who may have differing ideas about the value of a specific stock, so just HOW are share prices set?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2411/11/2020
11-09-2020: As Mortgage Rates Jump, Housing Stocks Have A Split Reaction To COVID Vaccine News

11-09-2020: As Mortgage Rates Jump, Housing Stocks Have A Split Reaction To COVID Vaccine News

Stocks of the biggest builders are down after positive news on a coronavirus vaccine from Pfizer and BioNTech.Today's Stocks & Topics: LVS - Las Vegas Sands Corp., RGA - Reinsurance Group of America Inc., Bitcoin, Gold, PFE - Pfizer Inc., Cash Flow, GOLD - Gold Continuous Contract, Target Date Funds, Volatility.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2110/11/2020
11-06-2020: Remote Work Practices May Forever Change The Way U.S. States Tax Wage Income

11-06-2020: Remote Work Practices May Forever Change The Way U.S. States Tax Wage Income

Can a virtual worker be taxed in a state where they don’t live? No legislator, court, or tax expert today can answer that question.Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., Retirement, Fractional Shares, Earnings Before EBITDA, MAC - Macerich Co., XOM - Exxon Mobil Corp., JMIA - Jumia Technologies AG ADR, BGS - B&G Foods Inc., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Roth I-R-A.TRIVIA QUESTION: "How many times has Apple stock split since it went public on December 12, 1980? AND-- looking at the S&P 500, WHICH YEAR in the past decade had the LARGEST number of stock splits?"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
45:1707/11/2020
11-05-2020: The State Of Jobs:  Data Shows That Private Payroll Growth Slowed In October

11-05-2020: The State Of Jobs: Data Shows That Private Payroll Growth Slowed In October

According to ADP, companies added 365,000 positions and services accounted for almost all the job creation.Today's Stocks & Topics: Dividends, TRP - TC Energy Corp., Options, Stock Volume, Interview with Jason Lepore - VP & GM of Hunker.com, V - Visa Inc. Cl A, WFC - Wells Fargo & Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3806/11/2020
11-04-2020: Opinion:  The Biggest U.S. Banks Aren’t As Strong As They Look

11-04-2020: Opinion: The Biggest U.S. Banks Aren’t As Strong As They Look

In spite of being boosted by capital-relief measures and massive market support from the Federal Reserve, an advocacy group claims the largest U.S. banks are less healthy than they appear.Today's Stocks & Topics: LRCX - Lam Research Corp., The Bank Sector, Fed Meeting, Marijuana Stocks, Ready to Retire?, Earnings Per Share, VTV - Vanguard Value ETF, Shorting, AMZN - Amazon.com Inc., AMD - Advanced Micro Devices Inc., Robo-Advisors.TRIVIA QUESTION: "Looking back in the country's history, do you think a LARGER percentage of the eligible voting population came out in the presidential election of 1860 (when Lincoln won)-- or in 1960 (when Kennedy won)?"  Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4205/11/2020
11-03-2020: Malls Dragged Into Bankruptcy By Carnage At Retail Tenants

11-03-2020: Malls Dragged Into Bankruptcy By Carnage At Retail Tenants

Due to pandemic-induced pressures, America’s ailing malls have suffered a pair of body blows as two major landlords followed their bankrupt tenants into Chapter 11 protection.Today's Stocks & Topics: ANSS - Ansys Inc., Debt Cycle, Inflation 10 Years Ago and Today, Stock Market Bubble, Emerging Market ETFs, PENN - Penn National Gaming Inc., MPWR - Monolithic Power Systems Inc., Dividends, SWCH - Switch Inc. Cl A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4004/11/2020
11-02-2020: Wells Fargo:  Brace For a ‘Fairly Scary Time’ On Wall Street

11-02-2020: Wells Fargo: Brace For a ‘Fairly Scary Time’ On Wall Street

The firm’s head of macro strategy is warning that market turbulence may just be a preview of what’s ahead.Today's Stocks & Topics: Earnings, AMZN - Amazon.com Inc., XOM - Exxon Mobil Corp., RPAY - Repay Holdings Corp., Limit-On-Close (LOC) Order, WKHS - Workhorse Group Inc., Company Beats Expectations, DIS - Walt Disney Co., Small-Caps Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4803/11/2020
10-30-2020: Best of Caller Questions

10-30-2020: 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: I-R-As, Trading Accounts, Stock Split, New Investor, Investing, Copper Industry, Mutual Funds, 401k Contributions, Roth I-R-A for a Child, Stock Value, Buying a House, Options, Asset Allocation, Online Trading, Day Trading, International Exposure, UBER, PEG Ratio, Borrowing from 401k, Special-purpose Acquisition Company – SPAC, 529 Plan.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4430/10/2020
10-29-2020: Opinion:  6 Reasons Why You Will Save More Money With An ARM

10-29-2020: Opinion: 6 Reasons Why You Will Save More Money With An ARM

Most experts will tell you it’s safer to go with a fixed-rate mortgage, but how could you benefit from an adjustable rate mortgage (ARM)?Today's Stocks & Topics: Bonds, IHRT - iHeartMedia Inc., CUK - Carnival PLC ADR. Risk vs. Volatility, Interview with Lindsey Andrews – CEO of Minibar Delivery, ETFs for Beginners Investors, The U.S. Economy, TCTZF - Tencent Holdings Ltd.  Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3729/10/2020
10-28-2020: Bipartisan Legislation Proposes Changes To Retirement-Related Measures

10-28-2020: Bipartisan Legislation Proposes Changes To Retirement-Related Measures

The wide-ranging bill contains perks for seniors and student loan borrowers.Today's Stocks & Topics: OXY - Occidental Petroleum Corp., Retirement Funds, DNKN - Dunkin' Brands Group Inc., BERY - Berry Global Group Inc., Online Brokerage, WWR - Westwater Resources Inc., BTI - British American Tobacco PLC ADR, Gold, ACI - Albertsons Cos. Inc.TRIVIA QUESTION: "In the U.S., we have a MARKET economy-- but WHAT is a market economy? And, looking back across the centuries, when did the concept of 'private property' come to prominence?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4229/10/2020
10-27-2020: Why One Analyst Is Projecting That A Deep Stock Market Crash Will Occur Again

10-27-2020: Why One Analyst Is Projecting That A Deep Stock Market Crash Will Occur Again

The opinion warns investors who are too young to remember the 'Black Monday' crash of 1987 that, at some point, the stock market will lose more than 20% of its value in a single day.Today's Stocks & Topics: T - AT&T Inc., FUBO - FuboTV Inc., Thinks to Fix Before Retirement, Home Sales, Most Investors Expect a Market Crash, Master Limited Partnerships, OKE - ONEOK Inc., 1987 Stock Market Crash, IP - International Paper Co., PEN - Penumbra Inc., Share vs. Position, TSCO - Tractor Supply Co.TRIVIA QUESTION: "What is the so-called 'January Effect'? And WHEN was it first noticed-- which YEAR?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5827/10/2020
10-26-2020: The Business Of Education Is In Big Trouble

10-26-2020: The Business Of Education Is In Big Trouble

With revenue losses in the hundreds of millions, universities have furloughed thousands of employees.Today's Stocks & Topics: AA - Alcoa Corporation, X - United States Steel Corporation (X), Online Brokers, the IMF - International Monetary Fund, MED - Medifast Inc., PLMR - Palomar Holdings Inc., RGA - Reinsurance Group of America Inc., LIN - Linde PLC, Mortgage, Beginner Investor, NEE - NextEra Energy Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1926/10/2020
10-23-2020: Best of Caller Questions

10-23-2020: 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: I-R-As, Buy and Rebalance, 401k, Trading, ProFunds, Mutual Funds, Redemption Fee, Life Insurance, Diversification, Silver & Gold, New Investor, Preferred Stocks, Technical Analysis, Emerging Markets, Retirement Needs, Student Loans, Stock Valuation, Trading Information.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5523/10/2020
10-22-2020: Competition For PayPal And Square Is Heating Up Fast

10-22-2020: Competition For PayPal And Square Is Heating Up Fast

According to a new report, JPMorgan Chase is making a play to sell more services to millions of American small business owners, pushing into an area pioneered by fin-tech firms.Today's Stocks & Topics: GME - GameStop Corp. Cl A, Mergers, TSLA - Tesla Inc., Value Stocks vs. Growth Stocks, Sector Spotlight: Susan Ho, Founder and CEO of GoJourny.com, INTC - Intel Corp., Dogs of the DOW, Earning Season & Banks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1622/10/2020
10-21-2020: Antitrust Battle Begins: Google Officially Charged With 'Monopoly Power' By Justice Department

10-21-2020: Antitrust Battle Begins: Google Officially Charged With 'Monopoly Power' By Justice Department

After a 16-month investigation, the government says Google is violating the Sherman Act through its search and search-advertising businesses.Today's Stocks & Topics: STRA - Strategic Education Inc., NASDAQ, ABBV - AbbVie Inc., The Fed Beige Book, Clinton Stocks vs. Trump Stocks, Re-balancing, MPW - Medical Properties Trust Inc., Common Shares and Warrants, MGIC - Magic Software Enterprises Ltd., Cash or I-R-A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1821/10/2020
10-20-2020: Home-Builder Confidence Reaches Record High For Third Consecutive Month

10-20-2020: Home-Builder Confidence Reaches Record High For Third Consecutive Month

The continued recovery in home sales remains a bright point for the rest of the economy.Today's Stocks & Topics: Eviction Moratoriums, Preferred Shares, QDEL - Quidel Corp., Stocks & Taxes, THO - Thor Industries Inc., Reverse Mortgage, SAFT - Safety Insurance Group Inc., NEM - Newmont Corp., GOLD - Barrick Gold Corp., REITs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0620/10/2020
10-19-2020: Fund Manager Warning: ‘Young And Dumb’ Traders Have Created A ‘Total Nightmare’ In The Market

10-19-2020: Fund Manager Warning: ‘Young And Dumb’ Traders Have Created A ‘Total Nightmare’ In The Market

Millennial buying and risk-taking in August and September was a phenomenon of record proportions.Today's Stocks & Topics: OKE - ONEOK Inc., State Taxes, GE - General Electric Co., IBM - International Business Machines Corp., Thematic Growth ETFs, MTB - M&T Bank Corp., Closed-end Funds, NMZ - Nuveen Municipal High Income Opportunity Fund, NKLA - Nikola Corp., STWD - Starwood Property Trust Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5319/10/2020
10-16-2020: The COVID-19 Pandemic Has Made Open Enrollment Research Critical

10-16-2020: The COVID-19 Pandemic Has Made Open Enrollment Research Critical

About 157 million Americans rely on employer-sponsored coverage and this year it could be vitally important to closely examine workplace health-care plan options.Today's Stocks & Topics: MELI - MercadoLibre Inc., IIVI - II-VI Inc., Retail Sales, PFE - Pfizer Inc., Top Ten States wit Unemployment Rates, Investing Equity Money in Energy Stocks, VZ - Verizon Communications Inc., NTDOY - Nintendo Co. Ltd. ADR, VZ - Verizon Communications Inc., SHLX - Shell Midstream Partners L.P., PSX - PPhillips 66 Partners LP, EPD - Enterprise Products Partners L.P., SE - Sea Ltd. ADR, BNS - Bank of Nova Scotia.TRIVIA QUESTION: "In what YEAR was Coke's "Tab" product first offered for sale? And if you had purchased ONE share of Coca-cola stock for $40-- at its IPO in 1919--WHAT kind of value would that single share have today?"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
43:4816/10/2020
10-15-2020: Performance Tech Company Hyperice Attracts A Slew Of Star Athlete-Investors

10-15-2020: Performance Tech Company Hyperice Attracts A Slew Of Star Athlete-Investors

The company specializes in performance recovery products including its Hypervolt massagers which target soft tissue pain and muscle recovery.Today's Stocks & Topics: 10k Reports, Special Guest Anthony Katz, President and Founder of Hyperice, ETSY - Etsy Inc., MS - Morgan Stanley, XOM - Exxon Mobil Corp., CVX - Chevron Corp., NLS - Nautilus Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3215/10/2020
10-14-2020: What Can We Learn From Disney's Business Unit Restructuring Plans?

10-14-2020: What Can We Learn From Disney's Business Unit Restructuring Plans?

COVID-19 is sending tidal waves through American business and the Walt Disney Company is reacting by reorganizing its content groups.Today's Stocks & Topics: T - AT&T Inc., Spending Package, BABA - Alibaba Group Holding Ltd. ADR, College Funds, ETFs Valuation, Gross Domestic Product (GDP), MO - Altria Group Inc., QCOM - Qualcomm Inc., Ron Baron.TRIVIA QUESTION: "Looking back to "Black Monday" and the Stock Market Crash of 1987, there was NO PANDEMIC... yet, the 5-year bull run ended quickly... WHAT were the speculated causes?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2814/10/2020
10-13-20: How Much Retirement Money Should You Have Saved By Age 60?

10-13-20: How Much Retirement Money Should You Have Saved By Age 60?

A TD Ameritrade report has revealed that 28% of adults ages 40 to 79 with at least $25,000 in investable assets have less than $50,000 in retirement savings. Today's stocks and topics: Vanguard Energy ETF (VDE), Pacific Biosciences of California Inc. (PACB), Seritage Growth Properties Cl A (SRG), Alliance Data Systems Corp. (ADS), Southwest Airlines Co. (LUV), ETFMG Alternative Harvest ETF (MJ), Domino's Pizza Inc. (DPZ), Boeing Co. (BA).  ALSO: Universal life insurance?, from Europe-- my portfolio?, Dollar cost averaging?, Steve's talking point covers the market sectors that are likely to have good quarters.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3014/10/2020
10-12-20: What Is Driving The Historic Demand For Life Sciences REITs?

10-12-20: What Is Driving The Historic Demand For Life Sciences REITs?

Venture-capital investment in the life sciences sector grew to a record rolling annual total of $17.8 billion in the second quarter.Today's stocks and topics: Lam Research Corp. (LRCX), Pfizer Inc. (PFE), Adobe Inc. (ADBE), Walt Disney Co. (DIS) ALSO: Buying a house?, Bank stocks?, Dividends, 401(k), Low Yield interest can produce earnings that cannot keep up with inflation.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:4413/10/2020
10-09-2020: Hedge-Fund Manager:  Don't Miss Out On A ‘Generational Opportunity’ In The Market

10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market

The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right?Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day, Google & You Tube, Stimulus Talks, Put Options, PSI - Invesco Dynamic Semiconductors ETF, IYG - iShares U.S. Financial Services ETF, SQ - Square Inc. Cl A, Profits, IIPR - Innovative Industrial Properties Inc.TRIVIA QUESTION: "What is the average net worth of American FAMILIES-- and looking at the data by LOCATION, which group has a higher net worth-- people that live in URBAN settings or residents of RURAL areas?"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
45:2909/10/2020
10-08-2020: Amid A Pandemic, 3 Things You Should Know About Telemedicine

10-08-2020: Amid A Pandemic, 3 Things You Should Know About Telemedicine

The cost of a virtual health visit has changed for some people with insurance, so be prepared before you 'Zoom' with your doctor.Today's Stocks & Topics: ETFs, ICLN - iShares Global Clean Energy ETF, NVAX - Novavax Inc., Corporate Debt, WMT - Walmart Inc., Holding Stocks, TDS - Telephone & Data Systems Inc., RGR - Sturm Ruger & Co., CRSR - Corsair Gaming Inc., WELL - Welltower Inc., Housing Market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3709/10/2020
10-07-2020: Would A New Stimulus Package Produce A Sustained Market Rally?

10-07-2020: Would A New Stimulus Package Produce A Sustained Market Rally?

One analyst says that, historically, stimulus programs can play a role as a rally catalyst-- under certain conditions.Today's Stocks & Topics: AZO - AutoZone Inc., Dividend Reinvestment Plan (DRIP), Retirement Funds, T - AT&T Inc., MMM - 3M Co., SCCO - Southern Copper Corp., RGEN - Repligen Corp., Selling.TRIVIA QUESTION: "Everyone wants to hit a 'home run' with their stock picks-- but for most investors, this is probably not a realistic objective. Nevertheless, it is TEMPTING TO THINK ABOUT. So, just for fun, WHICH are the 'Most Expensive Stocks in the World'?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4208/10/2020
10-06-2020: 6 Retirement-Planning Mistakes To Avoid When You Are In Your 60s

10-06-2020: 6 Retirement-Planning Mistakes To Avoid When You Are In Your 60s

By the age of 67, at a minimum, how much money should you have saved and do you sell stocks to buy more fixed-income assets?Today's Stocks & Topics: Gold Base Planning, VHT - Vanguard Health Care ETF, Capital Gains, HFC - HollyFrontier Corp., Money Market Funds, Asset Allocation, Covered Calls, MNK - Mallinckrodt PLC, PNW - Pinnacle West Capital Corp., 401k.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1406/10/2020
10-02-2020: Historical Records Teach What Generally Happens After A Brutal September Market

10-02-2020: Historical Records Teach What Generally Happens After A Brutal September Market

Dow Jones Market data suggests that September losses don't have to translate into further October carnage.Today's Stocks & Topics: BUD - Anheuser-Busch InBev S.A. ADR, XOM - Exxon Mobil Corp., Trading History, PLUG - Plug Power Inc., JP Morgan Faces Fines, KERN - Akerna Corp., PNW - Pinnacle West Capital Corp., NIO - NIO Inc. ADR, The Fitness Industry.TRIVIA QUESTION: "I am thinking of two examples of famous stocks-- one has failed, the other is doing well. BOTH companies were organized a long time back-- CAN YOU NAME my 'history spotlight' stocks?"HINT: One is from the retail sector, the other from technology. 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
45:3402/10/2020
10-01-2020: Economic Recession Or Not, The IPO Market Is Set For A 'Flurry' Rivaling The Dot-Com Era

10-01-2020: Economic Recession Or Not, The IPO Market Is Set For A 'Flurry' Rivaling The Dot-Com Era

The 10 largest IPOs have already raised a combined $14.7 billion, or 52% of the quarter’s proceeds.Today's Stocks & Topics: BIG - Big Lots Inc., PGX - Invesco Preferred ETF, LIN - Linde PLC, Oil Companies, GILD - Gilead Sciences Inc., Roth I-R-A, CVX - Chevron Corp., 2020 Presidential Candidates On The Economy, BP - BP PLC ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:3402/10/2020
09-30-2020: Famed Monetary Theorist Says Immediate Market Future Is 'Precarious'

09-30-2020: Famed Monetary Theorist Says Immediate Market Future Is 'Precarious'

Wharton professor Jeremy Siegel thinks uncertainty is going to continue but the stock market “is looking forward to a really good run" next year.Today's Stocks & Topics: Pullback, House Sales, Index Universal Life Insurance, Social Security Benefits, RKT - Rocket Cos. Inc., IESC - IES Holdings Inc., Covered Calls, GS - Goldman Sachs Group Inc., Fraudulent Companies, DIS - Walt Disney Co.TRIVIA QUESTION: "For various reasons, companies can also be DELISTED. Why? And can you name several famous companies that have been DELISTED?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1030/09/2020
09-29-2020: Is It Too Risky To Put New Money In Stocks Now?

09-29-2020: Is It Too Risky To Put New Money In Stocks Now?

According to a Wells Fargo strategist, after excluding risks associated with the coming election, the newest coronavirus headlines imply a 2% to 4% downside from current levels.Today's Stocks & Topics: Home Prices, Investments Suggestions from from Shaquille O'Neal, STRA - Strategic Education Inc., SWBI - Smith & Wesson Brands Inc., The Election & The Stock Market, ESS - Essex Property Trust Inc., OXY - Occidental Petroleum Corp., NKLA - Nikola Corp., GPC - Genuine Parts Co., RGLD - Royal Gold Inc.TRIVIA QUESTION: "Looking back in time, HOW was the tradition of what eventually became presidential debates first begun? And-- in terms of audience measurement statistics, WHAT debate 'face-off' had the highest ever estimated TV audience count?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5730/09/2020
09-28-2020: Source:  Blue Cross Blue Shield Reaches A Tentative $2.7 Billion Antitrust Settlement

09-28-2020: Source: Blue Cross Blue Shield Reaches A Tentative $2.7 Billion Antitrust Settlement

Affected policyholders include roughly one-third of the U.S. population, and major employers such as General Motors, Microsoft, and Walmart.Today's Stocks & Topics: NEE - NextEra Energy Inc., ABEV - Ambev S.A. ADR, EWG - iShares MSCI Germany ETF, HEWG - iShares Currency Hedged MSCI Germany ETF, Gold, Oil Stocks, Covered Calls, GMRE - Global Medical REIT Inc., Closed-End Funds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2928/09/2020
09-25-2020: Should Your Spending Priorities Ever Include An Expensive Vehicle?

09-25-2020: Should Your Spending Priorities Ever Include An Expensive Vehicle?

The difference between the monthly payment on a $50,000 pickup truck and a $20,000 car is enough to max out your individual retirement account in a given year.Today's Stocks & Topics: Harley-Davidson, SPH - Suburban Propane Partners L.P., CHDN - Churchill Downs Inc., NVDA - NVIDIA Corp., SCHW - Charles Schwab Corp., ZI - ZoomInfo Technologies Inc. Cl A, NOW - ServiceNow Inc.TRIVIA QUESTION: "Can you name at least 3 types of organizational structures used by small businesses? And can you list 3 reasons why small businesses fail?"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
45:1326/09/2020
09-24-2020: Opinion: The Real Danger For The Market Now Is-- You

09-24-2020: Opinion: The Real Danger For The Market Now Is-- You

Reacting to short-term events as if they were permanent changes is problematic.Today's Stocks & Topics: CVX - Chevron Corp., Evaluation, COST - Costco Wholesale Corp., Real Assets, K - Kellogg Co., GILD - Gilead Sciences Inc., Barbell Strategy, Oil.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3424/09/2020
09-23-2020: 3 Things To Keep In Mind As You Handle Market Volatility

09-23-2020: 3 Things To Keep In Mind As You Handle Market Volatility

The average person saving for retirement might experience as many as seven recessions but, in the long-run, "panic selling" can backfire.Today's Stocks & Topics: GE - General Electric Co., Investing for Retirement, PTON - Peloton Interactive Inc., VIVO - Meridian Bioscience Inc., PZZA - Papa John's International Inc., GOLD - Barrick Gold Corp., WFC - Wells Fargo & Co., AAPL - Apple Inc., Electric Volkswagen, TSLA - Tesla Inc.TRIVIA QUESTION: "As we celebrate SMALL BUSINESS WEEK, what percentage of Americans own, or work for, a small business? AND--what percentage of small businesses are minority-owned?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3723/09/2020
09-22-2020: Opinion:  The Markets Are Entering Their Most Treacherous Season

09-22-2020: Opinion: The Markets Are Entering Their Most Treacherous Season

Since 1952, the Dow industrials have averaged a 0.8% decline in presidential election years, while the S&P 500 index averaged a 0.7% drop.Today's Stocks & Topics: EXC - Exelon Corp., Roth I-R-A in Your 60s, Home Sales, The Election and Older Americans, Real Assets, EPD - Enterprise Products Partners L.P., BTI - British American Tobacco PLC ADR, WBA - Walgreens Boots Alliance Inc., CWH - Camping World Holdings Inc. Cl A, EXPI - eXp World Holdings Inc., BPYU - Brookfield Property REIT Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3922/09/2020
09-21-2020: Can We Expect More 'Pain Ahead' In The Mortgage Market?

09-21-2020: Can We Expect More 'Pain Ahead' In The Mortgage Market?

The number of mortgages in active forbearance programs has declined but some borrowers have not recovered-- so the real test is ahead.Today's Stocks & Topics: HRB - H&R Block Inc., STT - State Street Corp., Minimum Volatility, T - AT&T Inc., Leveraged Oil & Gas ETFs, DHI - D.R. Horton Inc., ETFs, LYD – LYDEC, TGT - Target Corp., Ray Dalio.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4021/09/2020
09-18-2020: Is It Time For Income Seeking Investors To Take A Fresh Look At Utility Stocks?

09-18-2020: Is It Time For Income Seeking Investors To Take A Fresh Look At Utility Stocks?

While equity indices have risen to records and bond yields have sunk to all-time lows, utility stocks are being left behind.Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., SAIC - Science Applications International Corp., Volume, HT - Hersha Hospitality Trust Cl A, AMZN - Amazon.com Inc., FAANG Stocks, APOG - Apogee Enterprises Inc., INMD - InMode Ltd., 401k, EBAY - eBay Inc.TRIVIA QUESTION: "How many electric vehicles were sold in the United States in 2019? And WHAT is the lifespan of an EV battery pack?"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
45:2218/09/2020
09-17-2020: Home-builder Sentiment Soars To Record High, But There Is A Red Flag

09-17-2020: Home-builder Sentiment Soars To Record High, But There Is A Red Flag

Builder confidence in the single-family home market again reached its highest reading in the survey’s 35-year history-- but there may be a catch.Today's Stocks & Topics: Unity Technologies IPO, TEVA - Teva Pharmaceutical Industries Ltd. ADR, BMY - Bristol Myers Squibb Co., Investing Accounts, Lower Rates, EHTH - eHealth Inc., MCD - McDonald's Corp., Steven Mnuchin Qualifications, ABBV - AbbVie Inc., MYL - Mylan N.V.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3717/09/2020
09-16-2020: Are There Serious Risks In The Fed's New Strategy?

09-16-2020: Are There Serious Risks In The Fed's New Strategy?

The big issue in the world of central banking is last month’s official pivot to average inflation targeting-- but a rapid recovery means a faster pace of inflation.Today's Stocks & Topics: The Fed, SO - Southern Co., K - Kellogg Co., CLX - Clorox Co., BGS - B&G Foods Inc., IP - International Paper Co., PLTH - Planet 13 Holdings Inc., WRK - WestRock Co., DECK - Deckers Outdoor Corp., Eli Lilly and Company.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4116/09/2020
09-15-2020: Treasury Secretary:  ‘Now Is Not The Time To Worry’ About Deficit Or Fed Balance Sheet

09-15-2020: Treasury Secretary: ‘Now Is Not The Time To Worry’ About Deficit Or Fed Balance Sheet

Steven Mnuchin says that the economic crisis warrants extraordinary stimulus from both Congress and the Fed.Today's Stocks & Topics: MET - MetLife Inc., Social Security, GM's Flying Car, LMND - Lemonade Inc., REITs and I-R-As, QDEL - Quidel Corp., BDX - Becton Dickinson & Co., Diversification, AMAT - Applied Materials Inc., JANWX - Janus Henderson Global Research Fund, TSLA - Tesla Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1415/09/2020
09-14-2020: Stock Dividends Were Ravaged By The Pandemic-- Is The Worst Over?

09-14-2020: Stock Dividends Were Ravaged By The Pandemic-- Is The Worst Over?

Analyst: Recovery to pre-pandemic levels is not likely for at least two years, but dividend and buyback sentiment may already be rebounding.Today's Stocks & Topics: Emergency Funds, APT - Alpha Pro Tech Ltd., Outstanding Shares, CVS - CVS Health Corp., BTG - B2Gold Corp., NVDA - NVIDIA Corp., Market Makers, Taxes & 401k, GRMN - Garmin Ltd., Investing in Bitcoin.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2914/09/2020
09-11-2020: Leveraging Our Awareness On National 401(k) Day

09-11-2020: Leveraging Our Awareness On National 401(k) Day

With only 70% of Americans financially prepared for retirement, understanding what you can do to make the dream of retirement a reality is important.Today's Stocks & Topics: Best Stock Price, CVS - CVS Health Corp., BGS - B&G Foods Inc., Roth I-R-A, EBIX - Ebix Inc., FDX - FedEx Corp., ABBV - AbbVie Inc., Snowflake IPO, VLO - Valero Energy Corp., HCSG - Healthcare Services Group Inc., Bankruptcies.TRIVIA QUESTION: "Looking back, HOW DID THE STOCK MARKET REACT? And how can we broadly assess the cost of terrorist attacks?"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
44:2711/09/2020
09-10-2020: German Bank Analyst:  The 'Age Of Disorder' As Millennials Redistribute Wealth

09-10-2020: German Bank Analyst: The 'Age Of Disorder' As Millennials Redistribute Wealth

During this generational transformation, has the technology revolution caused permanent changes to our economy and society?Today's Stocks & Topics: BYND - Beyond Meat Inc., Retirement, NVDA - NVIDIA Corp., IBM - International Business Machines Corp., HE - Hawaiian Electric Industries Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, AMAT - Applied Materials Inc., Social Security, XOM - Exxon Mobil Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4110/09/2020
09-09-2020: Opinion:  Why The Fed’s New Inflation Policy Could Backfire

09-09-2020: Opinion: Why The Fed’s New Inflation Policy Could Backfire

A key 10-year measure of inflation expectations has nearly quadrupled since March, commodity prices are soaring, and the dollar has fallen to a nearly three-year low.Today's Stocks & Topics: VIPS - Vipshop Holdings Ltd. ADR, TPL - Texas Pacific Land Trust Sub. Share Cert, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR, Preferred Stocks, SRNE - Sorrento Therapeutics Inc., Jobs Openings, Retail Sector, DLTR - Dollar Tree Inc., INTC - Intel Corp., Tech Companies, Value vs. Growth ETFs, CZR - Caesars Entertainment Inc., MGM - MGM Resorts International, 3rd Quarter End.TRIVIA QUESTION: "Do you know the name of the legendary inventor for whom Tesla motor cars are named? AND-- can you name TWO of Tesla's newest competitors?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:0209/09/2020
09-08-2020: How Running From Cities To Suburbs Could Affect Your Finances

09-08-2020: How Running From Cities To Suburbs Could Affect Your Finances

The 5 financial factors you need to consider when calculating the cost of a move.Today's Stocks & Topics: GME - GameStop Corp. Cl A, 20 Year Old New Investor, Jobs Report, Muni-Bonds, BABA - Alibaba Group Holding Ltd. ADR, NASDAQ, HOFV - Hall of Fame Resort & Entertainment Co., BBY - Best Buy Co. Inc., UPS - United Parcel Service Inc. Cl B, BLCN - Nasdaq NexGen Economy ETF, TSLA - Tesla Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1408/09/2020
09-07-2020: Best of Caller Questions

09-07-2020: Best of Caller Questions

Today's Stocks & Topics: I-R-As, Trading Accounts, Stock Split, New Investor, Investing, Copper Industry, Mutual Funds, 401k Contributions, Roth I-R-A for a Child, Stock Value, Buying a House, Options, Assett Allocation, Online Trading, Day Trading, International Exposure, UBER, PEG Ratio, Borrowing from 401k, Special-purpose Acquisition Company – SPAC, 529 Plan.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5407/09/2020
09-04-2020: How Retiring Early Affects Your Social Security Benefits

09-04-2020: How Retiring Early Affects Your Social Security Benefits

It is important to make a distinction between retiring early and claiming Social Security benefits early.Today's Stocks & Topics: The Beige Book, The Fed & Inflation, FITB - Fifth Third Bancorp., Real Estate Market, Life Insurance, JPS - Nuveen Preferred & Income Securities Fund, Thrift Savings Plan (TFP), VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, BB - BlackBerry Ltd.TRIVIA QUESTION: "In times of federal budget deficits, do we know WHAT it costs the U.S. government to pay for federal worker holidays? AND-- across time and all cultures, WHAT is the oldest known holiday?"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
44:5504/09/2020