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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.
InvestTalk 2-12-2024 – Have Oil Prices Peaked Yet?
One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.(Signs of weakness in China’s economy are fueling worries about oil demand.) Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4013/02/2024
InvestTalk 2-9-2024 – Considering the Best Types of Stocks to Buy in Today’s Fully-Valued Market
A strong case can be made that value stocks remain the most undervalued.(Consider your allocation based on your risk profile between equity and fixed income.) Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon. 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
45:2210/02/2024
InvestTalk 2-8-2024 – Assessing and Quantifying AI Risk
Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk. Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4509/02/2024
InvestTalk 2-7-2024 – Is the Market in a Dangerous Position?
One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect. Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers. Justin's PERSPECTIVE looks at The Law of Large Numbers and how it relates to stock market dynamics... and finance in general.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5208/02/2024
InvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the Month
The job cuts were driven by broader economic trends and a strategic shift towards increased automation. Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4307/02/2024
InvestTalk 2-5-2024 – Why Is Everyone Always Wrong About the Fed?
Traders—and the Fed itself—are notoriously bad at predicting interest rate moves. Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2306/02/2024
InvestTalk 2-2-2024 – 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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5103/02/2024
InvestTalk 2-1-2024 – The New Reality for Investors
One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3602/02/2024
InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?
The big swing factors are investment quality and expenses, as well as tax costs. Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2001/02/2024
InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago
Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis. Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule. Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2631/01/2024
InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’
By invoking its authority, the regulator can make civil investigative demands. Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2030/01/2024
InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan
Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands. 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
46:4227/01/2024
InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years
For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:5226/01/2024
InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3825/01/2024
InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options
A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4224/01/2024
InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance
Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance. Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
42:1823/01/2024
InvestTalk 1-19-2024 – What Are Wide-Moat Stocks?
Wide-moat companies carry sound balance sheets but there are other attributes to consider.Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5520/01/2024
InvestTalk 1-18-2024 – Troubled Loans Are Putting Pressure on 4 Major Banks
Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023.(JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.) Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc., A-I Jobs, HD - Home Depot Inc., FANG - Diamondback Energy Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2919/01/2024
InvestTalk 1-17-2024 – Why Have Bonds Been So Volatile?
Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market. Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1918/01/2024
InvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their Limits
When investing, you don’t know what you don’t know. Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5117/01/2024
InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1
In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5115/01/2024
InvestTalk 1-12-2024 – What Is the Total Cost of Owning an ETF?
The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.(Fees are only a small part of the equation.) Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2213/01/2024
InvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage Them
Aiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. (Today’s risks might feel elevated, so what really matters?) Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
47:0012/01/2024
InvestTalk 1-10-2024 – Private Credit is Having a “Golden Moment” – Buy or Sell?
The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend. Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4411/01/2024
InvestTalk 1-9-2024 – What's the Story on the SEC and a Bitcoin ETF?
Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF. Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5110/01/2024
InvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024
One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years. Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season. Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 listed companies... in 1896.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2409/01/2024
InvestTalk 1-5-2024 – How Does Retirement Spending Work in the Real World?
Inflation is obviously the 'silent assassin', but you may be able to spend more than you think. (If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.) Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5706/01/2024
InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?
As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example. Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2105/01/2024
InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024
Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5104/01/2024
InvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020
Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
44:1603/01/2024
InvestTalk 1-1-2024 – 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: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5001/01/2024
InvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024
In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less. Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:3130/12/2023
InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?
Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees. Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2229/12/2023
InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?
A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you. Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5428/12/2023
InvestTalk 12-26-2023 – An Annuities Overview: Are They Worth Your Attention?
There are all different types of annuities, but the majority are not necessarily good for you. Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:2327/12/2023
InvestTalk 12-25-2023 – 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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5225/12/2023
InvestTalk 12-22-2023 – 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: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5023/12/2023
InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages
The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:4922/12/2023
InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?
Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:2921/12/2023
InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?
Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX - Comfort Systems USA Inc., ELF - E.L.F. Beauty Inc., PBA - Pembina Pipeline Corp. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:1420/12/2023
InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?
If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China. Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3919/12/2023
InvestTalk 12-15-2023 – Inflation Impact on Oil Demand Is Raising Investor Concerns
While U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern. Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp. 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
46:3616/12/2023
InvestTalk 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.
The main reason for rebalancing is to control risk, not necessarily to improve returns. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:1515/12/2023
InvestTalk 12-13-2023 – 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: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5014/12/2023
InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?
Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.(A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.) Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:3813/12/2023
InvestTalk 12-11-2023 – Redfin Report: 2023 Has Been the Least Affordable Home Buying Year in at Least 11 Years.
California metro regions were ranked as the least-affordable while Midwest metros were the most affordable.(So, will listing prices ease in 2024? And, if yes, where?) Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals.Justin's PERSPECTIVE looks at the story of US Dollar Dominance.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:5812/12/2023
InvestTalk 12-8-2023 – Senate Is Conducting a Bipartisan Probe of Role Private Equity Firms Play in US Health Care
Over the past decade, these firms have spent $1 trillion buying health-care businesses—to include hospitals, nursing homes, physician practices and hospital staffing companies. Today's Stocks & Topics: TT - Trane Technologies PLC, AGX - Argan Inc., MTRN - Materion Corp., What is it Take to Feel Rich, PSTG - Pure Storage Inc. Cl A, TBIL - US Treasury 3 Month Bill ETF, 401k, Apple and India.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
46:4209/12/2023
InvestTalk 12-7-2023 – Record 8 Million Mortgage and Loan Defaults in China Demonstrates a Worsening Economic Crisis
Since the outbreak of the coronavirus pandemic, defaults have surged to a record high.(Financial experts say the figures highlight the depth of China’s economic downturn.) Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The ETF Market, Delisted Stoks, A-I.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:0108/12/2023
InvestTalk 12-6-2023 – FED Chair Powell Admits That Inflation Is Easing, but Downplays Rate Cuts
Inflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates. Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA), DCI - Donaldson Co. Inc., IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, Google and A-I.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
45:5507/12/2023
InvestTalk 12-5-2023 – Can the US Grow Its Way Out of Its $33 Trillion-plus Mountain of Debt?
The Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office.(According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.) Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Political Views, Interest Rates, 401k, CWST - Casella Waste Systems Inc. Cl A, Streaming Wars.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
46:4706/12/2023