InvestTalk
1,740 episodes - English - Latest episode: 22 days ago - ★★★★ - 719 ratingsNavigating 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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Episodes
InvestTalk 6-21-2024 – How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy
June 22, 2024 00:06 - 46 minutes - 42.6 MBThere is currently no way for economists, regulators and analysts to know how rapidly buy now, pay later loan debt is growing, which could lead to unforeseen economic consequences. Today's Stocks & Topics: AESI - Atlas Energy Solutions Inc., Market Wrap, KPP Newsletter, SCCO - Southern Copper Corp., How and Why 'Buy Now, Pay Later Debt' Could Become a Problem for the U.S. Economy, INFY - Infosys Ltd. ADR, Credit Card Debt, Higher Mortgage Rates, NVDA - NVIDIA Corp., Plus: Key Benchmark N...
InvestTalk 6-20-2024 – Retirement Income Strategies: From Saving to Spending
June 21, 2024 00:01 - 46 minutes - 42.3 MBStruggling with your retirement income strategy? Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle. Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psychology of Retirement Income: From Saving to Spending, HIMS - Hims & Hers Health Inc., Housing Market, TAYD - Taylor Devices Inc., Issued Shares, P...
InvestTalk 6-19-2024 – Best of Caller Questions
June 19, 2024 22:50 - 46 minutes - 42.9 MBIn this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs...
InvestTalk 6-18-2024 – Should You Own Bonds Now Given Current Market Trends?
June 19, 2024 00:01 - 46 minutes - 42.5 MBChallenges in the bond market could set the table for stronger future returns. Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, HWKN - Hawkins Inc., EWW - iShares MSCI Mexico ETF, FTNT - Fortinet Inc., It’s Been a Terrible Time for Bonds, But Should You Own Them Now?, PRIM - Primoris Services Corp., Hedge Funds Trading, FAST - Fastenal Co., VEGI - iShares MSCI Agriculture Producers ETF, Portfolio Composition and Cyclical Companies, LEA - Lear Corp., Chinas’ Pr...
InvestTalk 6-17-2024 – Three Compelling Reasons to Avoid Market Timing
June 18, 2024 00:02 - 45 minutes - 41.3 MBHistory tells us that to benefit from market timing, you need to be consistently right. (In fact, in a 1975 research paper, the Nobel Prize-winning economist William Sharpe showed how a market timer must be accurate 74 percent of the time in order to outperform a passive portfolio at a comparable level of risk.) Today's Stocks & Topics: ALV - Autoliv Inc., Market Wrap, TSCO - Tractor Supply Co., MAIN - Main Street Capital Corp, Three Compelling Reasons to Avoid Market Timing, SYM - Symb...
InvestTalk 6-14-2024 – Humans Have Memories but Stock Markets Don't
June 15, 2024 00:01 - 44 minutes - 40.8 MBThe stock market is an immensely complex ecosystem, driven by a multitude of factors including economic indicators, company performance, political events and investor psychology. Today's Stocks & Topics: COR - Cencora Inc., Market Wrap, CASY - Casey's General Stores Inc., Humans Have Memories but Stock Markets Don't, KPP Newsletter, SLB - Schlumberger Ltd., PPG - PPG Industries Inc., The Fed and The Market, Electric Vehicles and Tesla, Plus: Key Benchmark Numbers and Market Comments for:...
InvestTalk 6-13-2024 – How to Make Sure Your Personalized Portfolio Doesn’t Backfire
June 14, 2024 00:04 - 46 minutes - 42.6 MBA total wealth approach can lead to better outcomes. Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Principal SAM Conservative Growth Portfolio A, Annual Reports, PAYC - Paycom Software Inc., Iron Butterfly Options, Office Buildings, 403B Retirement. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosett...
InvestTalk 6-12-2024 – Be Prepared for the Hidden Costs of Homebuying
June 13, 2024 00:04 - 46 minutes - 42.6 MBAccording to a new report by Bankrate.com, the hidden costs of homeownership add up to an average of $18,118 annually, or $1,510 per month. Today's Stocks & Topics: VIX - CBOE Volatility Index, Market Wrap, Investment Criteria, Ordinary vs. Qualified Dividends, Be Prepared for the Hidden Costs of Homebuying, BIG - Big Lots Inc., The International Energy Agency (IEA) Report, URA - Global X Uranium ETF, ED - Consolidated Edison Inc., META - Meta Platforms Inc., Whole Foods & Trader Joe’s...
InvestTalk 6-11-2024 – Lessons for Investors from the 'Father of Modern Finance'
June 12, 2024 00:24 - 46 minutes - 42.8 MBOne hypothesis says that because all relevant information is already factored into prices, no investor can consistently achieve higher returns on a risk-adjusted basis than another investor who simply holds a random portfolio of diversified stocks. Today's Stocks & Topics: DDS - Dillard's Inc., CX - Cemex S.A.B. de C.V. ADR, Market Wrap, Lessons for Investors from the 'Father of Modern Finance', ALLY - Ally Financial Inc., Picking Winning Stocks, 401k Rollover, ONTO - Onto Innovation Inc...
InvestTalk 6-10-2024 – You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?
June 10, 2024 23:59 - 46 minutes - 42.9 MBWhat you need to know about the advantages and risks of investing in cryptocurrency. Today's Stocks & Topics: ACI - Albertsons Cos. Inc., Market Wrap, LSTR - Landstar System Inc., GGG - Graco Inc., You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?, CNQ - Canadian Natural Resources Ltd., Private Equity, SCHW - Charles Schwab Corp., IEX - IDEX Corp., CTAS - Cintas Corp., GPN - Global Payments Inc., FAST - Fastenal Co., Smaller Companies Capital. Our Sponsors: * Ch...
InvestTalk 6-7-2024 – Maybe You Don't Have to Follow the Lauded Financial Guideline Rules
June 08, 2024 00:02 - 46 minutes - 42.7 MBIf you understand your goals, you can discover which protocols can and can’t help you achieve them. (I will talk about the realities of heavy debt– and what can or should be done.) Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, SNA - Snap-On Inc., SCHC - Schwab International Small-Cap Equity ETF, BIG - Big Lots Inc., KPP Newsletter, Lower the Cost Basis, ILMN - Illumina Inc., Maybe You Don't Have to Follow the Lauded Financial Guideline Rules, Key Benchmark Numbers and ...
InvestTalk 6-6-2024 – Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?
June 07, 2024 00:03 - 46 minutes - 42.9 MBAccording to the Congressional Budget Office, interest on the national debt in 2024 will cost a staggering $870 billion, a sum that exceeds the amount we spend on defense. Today's Stocks & Topics: DG - Dollar General Corp., CLIP - Global X 1-3 Month T-Bill ETF, Market Wrap, Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?, CIVI - Civitas Resources Inc., Treasury Debt Buy-Backs, KNSL - Kinsale Capital Group Inc., MLI - Mueller Industries Inc., THC - Tenet H...
InvestTalk 6-5-2024 – 4 Financial Tasks You Shouldn’t Put Off
June 06, 2024 00:01 - 46 minutes - 43 MBHow to make sure common financial ‘pain points’ don’t imperil your plan. Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.co...
InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?
June 05, 2024 00:01 - 46 minutes - 42.9 MBLess is generally more, but there are exceptions. (If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.) Today's Stocks & Topics: Index-Linked Variable Annuities, Market Wrap, RIO - Rio Tinto PLC ADR, Should Your Simple Retirement Portfolio Be More Complicated?, SFM - Sprouts Farmers Market Inc., STRL - Sterling Infrastructure Inc, Tax-Loss, Energy Sector, Is the Cons...
InvestTalk 6-3-2024 – Salute to Steve Peasley (1952-2024)
June 04, 2024 00:20 - 46 minutes - 42.8 MBToday, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time. Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Investor, Bonds, Buying a House, Financial Analysis, Pullbacks. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: www.ebay.com Advertising Inquiries: https://redcircle.c...
InvestTalk 5-31-2024 – Tips for Dealing with Market Volatility
June 01, 2024 00:07 - 46 minutes - 42.6 MBThe road to financial success is paved with lots of twists and turns but understanding market pricing is an important enhancement to the investment experience. Today's Stocks & Topics: TGB - Taseko Mines Ltd., Market Wrap, Enerplus and Chord Energy, MSM - MSC Industrial Direct Co., Tips for Dealing with Market Volatility, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, TECH - Bio-Techne Corp., KPP Newsletter, Fund Holders, MTZ - MasTec Inc....
InvestTalk 5-30-2024 – Investor Behavior Continues to Hinder Returns
May 31, 2024 00:08 - 46 minutes - 42.4 MBIn 2023, emotional decisions hurt returns and the average equity fund investor underperformed the market. Today's Stocks & Topics: IDCC - InterDigital Inc., Market Wrap, VRT - Vertiv Holdings LLC, Preferred Stocks, Investor Behavior Continues to Hinder Returns, PRT - Perm Rock Royalty Trust, BBY - Best Buy Co. Inc., Trustable Financial Websites, Tariffs, UFPI - UFP Industries Inc., CNM - Core & Main Inc., CNC - Centene Corp., MGNX - Macrogenics Inc., The Stock Market. Our Sponsors: * Ch...
InvestTalk 5-29-2024 – Five Key Lessons Taken from the Study of U.S. Financial History
May 29, 2024 23:59 - 46 minutes - 42.6 MBResearch compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing the Long-Wave Cycles of Alternative Asset Classes". (This will be of interest to academics, trustees, institutions, and individual investors.) Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Market Wrap, DD - DuPont de Nemours Inc., EXPE - Expedia Group Inc., Five Key Lessons Taken from the Study of U.S. Financial History, RM...
InvestTalk 5-28-2024 – Finding the Right Kind of Financial Content Providers
May 29, 2024 00:04 - 46 minutes - 42.7 MBBe aware that, on social media, a broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders. Today's Stocks & Topics: DIV - Global X SuperDividend U.S. ETF, Market Wrap, BN - Brookfield Corp., Finding the Right Kind of Financial Content Providers, AFL - AFLAC Inc., APLE - Apple Hospitality REIT Inc., Ratios, CPRT - Copart Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check...
InvestTalk 5-27-2024 – Best of Caller Questions
May 27, 2024 23:00 - 46 minutes - 42.9 MBIn this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking. Our Sponsors: * Check out Rosetta Stone and use my code T...
InvestTalk 5-24-2024 – Investors Are Urged to Proceed with Caution When Focusing on Yield
May 25, 2024 00:01 - 46 minutes - 42.7 MBInvestors selecting funds based on dividend yield should be aware that high yield is no assurance of higher expected return. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 403b Plan Fees, INTU - Intuit Inc., BMY - Bristol Myers Squibb Co., Investors Are Urged to Proceed with Caution When Focusing on Yield, CW - Curtiss-Wright Corp., VC - Visteon Corp., KPP Newslet...
InvestTalk 5-23-2024 – Cost of Capital: A Reality Check on High-Flying Stock Returns
May 24, 2024 00:00 - 47 minutes - 43.4 MBRather than trying to guess which stocks might provide next year's outsize returns or getting caught up in a cycle of fear and greed, it is better to set reasonable long-term expectations and then track progress toward your financial goals. Today's Stocks & Topics: High Yield Savings Account vs. Money Market Fund, Market Wrap, UPS - United Parcel Service Inc. Cl B, NDSN - Nordson Corp., Cost of Capital: A Reality Check on High-Flying Stock Returns, NVO - Novo Nordisk A/S ADR, Transferrin...
InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies
May 23, 2024 00:03 - 46 minutes - 42.9 MBA comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin. (In short, they too frequently wind up reacting to market maturations and lowering their longer-term returns.) (Often succumbing to short-term strategies such as market timing or performance chasing, many investors show a lack of knowledge and/or ability to exercise the necessary discipline to capture the benefits markets can provide over longer time horizons.) Today's Sto...
InvestTalk 5-21-2024 – Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers
May 22, 2024 00:02 - 46 minutes - 42.7 MBFor all debt outside of student loans, delinquency has been steadily rising since the fourth quarter of 2021 following historic lows during the COVID-19 pandemic. Today's Stocks & Topics: WWD - Woodward Inc., NCLH - Norwegian Cruise Line Holdings Ltd., COST - Costco Wholesale Corp., Market Wrap, Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers, WEC - WEC Energy Group Inc., ETR - Entergy Corp., IOO - iShares Global 100 ETF, CSL - Carlisle Cos., A-I and Energy, MDT - Medtronic...
InvestTalk 5-20-2024 – Take It from Warren Buffett: Misses Are Inevitable
May 21, 2024 00:01 - 46 minutes - 42.8 MBEmbrace these timeless investing principles and you can still attain remarkable outcomes. Today's Stocks & Topics: Fixed Index Annuities, Market Wrap, IBM - International Business Machines Corp., Take It from Warren Buffett: Misses Are Inevitable, BBC - Virtus LifeSci Biotech Clinical Trials ETF, BBY - Best Buy Co. Inc., Utilities Stocks, 401(k), TWI - Titan International Inc., PSLV - Sprott Physical Silver Trust, BCE - BCE Inc., Bonds and Treasuries, Corporate Financing. Our Sponsors: ...
InvestTalk 5-17-2024 – Best of Caller Questions
May 17, 2024 22:45 - 46 minutes - 42.9 MBIn this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Po...
InvestTalk 5-16-2024 – Beyond Efficiency, Are the Markets Sensible?
May 17, 2024 00:03 - 46 minutes - 42.7 MBSometimes the financial markets do cross the sensibility line, but it is difficult to profit from that knowledge. Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., Market Wrap, MSCI - MSCI Inc., BROS - Dutch Bros Inc., Beyond Efficiency, Are the Markets Sensible?, I-R-As, AON - Aon PLC, RLI - RLI Corp., “Soft Landing”, BELFB - Bel Fuse Inc. Cl B, INTC - Intel Corp., CB - Chubb Ltd., VITL - Vital Farms Inc., The Consumer Financial Protection Bureau. Our Sponsors: * Check out Ro...
InvestTalk 5-15-2024 – Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers
May 16, 2024 00:02 - 45 minutes - 41.9 MBAccording to the National Retail Federation, shoppers racked up more than $5 trillion worth of retail sales in the U.S. in 2023 and about 14.5% of those sales were returned. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, MMM - 3M Co., SOLV - Solventum Corp., Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers, AWSHX - American Funds Washington Mutual Investors Fund, IGR - CBRE Global Real Estate Income Fund, CEIX - CONSOL Energy Inc., Opportunities Zones, URI...
InvestTalk 5-14-2024 – What You Might Want to Know About Grants for First-Time Homebuyers
May 15, 2024 00:56 - 46 minutes - 43 MBMany banks have grants to help borrowers make a down payment-- especially first-time and lower-income buyers. Today's Stocks & Topics: VRT - Vertiv Holdings LLC, Market Wrap, SHOP - Shopify Inc. Cl A, What You Might Want to Know About Grants for First-Time Homebuyers, SONY - Sony Group Corp. ADR, Copper, Covered Call, UFPI - UFP Industries Inc., Tether, The Oil Industry, CDW - CDW Corp., EPAM - EPAM Systems Inc., Buybacks. Our Sponsors: * Check out Rosetta Stone and use my code TODAY fo...
InvestTalk 5-13-2024 – Does Your Portfolio Need a Risk Audit?
May 14, 2024 00:02 - 46 minutes - 43 MBThere are ways to identify the risks hiding in your portfolio. Today's Stocks & Topics: CVS - CVS Health Corp., Market Wrap, ROCK - Gibraltar Industries Inc., Does Your Portfolio Need a Risk Audit, Material Sector, PICK - iShares MSCI Global Metals & Mining Producers ETF, IIPR - Innovative Industrial Properties Inc., Tariffs on China, CAN - Accenture PLC Cl A, AMC - AMC Entertainment Holdings Inc. Cl A, ACIW - ACI Worldwide Inc., Pandemic Era Winners. Our Sponsors: * Check out Rosetta S...
InvestTalk 5-10-2024 – How Retirement Income Guardrails Can Ease Clients’ Worries
May 10, 2024 23:58 - 45 minutes - 41.6 MBEffectively communicating withdrawal strategy improves the client experience. (Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.) Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients’ Worries...
InvestTalk 5-9-2024 – Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?
May 10, 2024 00:00 - 47 minutes - 43.1 MBSome analysts project an optimistic economic forecast in the long run but slow growth for the remainder of 2024. Today's Stocks & Topics: POWL - Powell Industries Inc., Market Wrap, GRBK - Green Brick Partners Inc., Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?, Second High-Risk Account, XBI - SPDR S&P Biotech ETF, Berkshire Hathaway, BGS - B&G Foods Inc., EQIX - Equinix Inc., DLR - Digital Realty Trust Inc., NSSC - NAPCO Security Technologies Inc. Our ...
InvestTalk 5-8-2024 – Is A-I a Bit 'Overhyped' in the Short Term?
May 09, 2024 00:03 - 47 minutes - 43.1 MBOne billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%. Today's Stocks & Topics: KEY - KeyCorp., Savings Account, Market Wrap, BLD - TopBuild Corp., Is A-I a Bit 'Overhyped' in the Short Term?, XLB - Materials Select Sector SPDR ETF, VAW - Vanguard Materials ETF, Earnings Season, OPCH - Option Care Health Inc., Limited Partnership, UNM - Unum Group, Capital Gains. Our Sponsors: * Check out Rosetta...
InvestTalk 5-7-2024 – Is It Possible to See Opportunities After a Tough Month for Stocks?
May 08, 2024 00:05 - 46 minutes - 42.9 MBMarket returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date. Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & Hers Health Inc., RYI - Ryerson Holding Corp., Is It Possible to See Opportunities After a Tough Month for Stocks, Interest Rates and Homes, Senior Loan Officer Opinion Survey, RVMD - Revolution Medicines Inc., PLAB - Photronics Inc., ERF - Enerplus Corp., CHRD - Chord Energy Corp., The IPOs...
InvestTalk 5-6-2024 – Job Growth Took a Hit in April and Unemployment Rose
May 07, 2024 00:00 - 45 minutes - 42.1 MBThe unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024. Today's Stocks & Topics: ODFL - Old Dominion Freight Line Inc., Marke Wrap, AVMV - Avantis U.S. Mid Cap Value ETF, Job Growth Took a Hit in April and Unemployment Rose, PLTR - Palantir Technologies Inc., NOA - North American Construction Group Ltd., ENB - Enbridge Inc., 529 Plans - DNOW - DNOW Inc., BWXT -...
InvestTalk 5-3-2024 – Why Hundreds of U.S. Banks May Be at Risk of Failure
May 04, 2024 00:09 - 46 minutes - 43 MBExpert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Starbucks Corp., Why Hundreds of U.S. Banks May Be at Risk of Failure, GT - Goodyear Tire & Rubber Co., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Premium Newsletter, GDX - VanEck Gold Miners ETF, The Weaker US Job Data, Portfolio Reviews,...
InvestTalk 5-2-2024 – Is It Easier Than Ever for Fund Investors to Build a Good Portfolio?
May 03, 2024 00:01 - 46 minutes - 42.9 MBCompared to the 1980s, investors who don’t want to build their own portfolios have much better options today. Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Trump Media & Technology Group Corp., Working from Home. Our Sponsors: * Check out Rosetta Stone and use...
InvestTalk 5-1-2024 – The Business of Healthcare Is Complicated
May 02, 2024 00:01 - 46 minutes - 42.5 MBCiting a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, JACK - Jack in the Box Inc., The Business of Healthcare Is Complicated, SPLG - SPDR Portfolio S&P 500 ETF, PKB - Invesco Building & Construction ETF, Nuclear Power, 401k Funds, WERN - Werner Enterprises Inc., America’s Well-Being, SBUX - Starbucks Corp. Ou...
InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued
May 01, 2024 00:01 - 47 minutes - 43.2 MBSimply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations. (This has to do with the implications for expected returns.) Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Fina...
InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?
April 30, 2024 00:06 - 47 minutes - 43.1 MBThis Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman. (Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI P...
InvestTalk 4-26-2024 – Best of Caller Questions
April 26, 2024 23:00 - 46 minutes - 42.9 MBIn this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Beco...
InvestTalk 4-25-2024 – Understanding the Difference Between the CPI and PCE Indexes
April 26, 2024 00:05 - 46 minutes - 42.8 MBInflation is top of mind for investors, but there’s more than one way to measure consumer prices. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay...
InvestTalk 4-24-2024 – Should You Pay Off Your Mortgage Early or Invest?
April 25, 2024 00:01 - 47 minutes - 43.6 MBHigher safe yields in 2024 upend the old rules related to mortgage paydown. Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify Tara India Opportunities ETF, Sovereign Debt. Our Sponsors: * Check out Rosetta Stone and use my cod...
InvestTalk 4-23-2024 – You Can Make IRA Contributions at Any Age, but Should You?
April 24, 2024 00:00 - 44 minutes - 41.2 MBTraditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Sm...
InvestTalk 4-22-2024 – What Caused This Year’s Stock Market Rally to Stall and What Happens Next?
April 22, 2024 23:59 - 45 minutes - 41.5 MBMarkets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022. Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia, ADC - Agree Realty Corp., NLCP - NewLake Capital Partners Inc., PAY - Paymentus Holdings Inc., UBER - Ub...
InvestTalk 4-19-2024 – Mortgage Rates Have Surged Past 7%
April 20, 2024 00:03 - 46 minutes - 42.9 MBMortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon. (Is there a sensible play for wannabe home buyers?) Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%, USFD - US Foods Holding Corp., LII - Lennox International Inc., AAON - AAON Inc., KPP Newsletter, T...
InvestTalk 4-18-2024 – Do You Check Your Financial Health?
April 19, 2024 00:03 - 45 minutes - 41.5 MBYou should and there are a couple of easy ways to get started. Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check out eBay Auto: www.ebay.com Advertising ...
InvestTalk 4-17-2024 – 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade
April 18, 2024 00:03 - 46 minutes - 42.5 MBAs a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years. (That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.) Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resources, A-I & Energy Demand, Energy Stocks, Inflation & Unemployment, VTI - Vanguard Total Stock Market ...
InvestTalk 4-16-2024 – Why Is Inflation Still So Sticky?
April 17, 2024 00:00 - 44 minutes - 40.7 MBStart by blaming rising housing costs and higher gas prices. Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jones Transportation Average, US Home Building, LYV - Live Nation Entertainment Inc., DIV - Global X Super...
InvestTalk 4-15-2024 – Does a Focus on Dividend Growth Add Value in Down Markets?
April 16, 2024 00:00 - 47 minutes - 43.1 MBWhy Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors. Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a gre...