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InvestTalk

1,740 episodes - English - Latest episode: 22 days ago - ★★★★ - 719 ratings

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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Episodes

5-1-2023 – What Another Fed Rate Hike Could Mean for You

May 02, 2023 00:03 - 46 minutes - 42.9 MB

Consumers are now paying more to borrow while still grappling with a high cost of living — causing them to feel increasingly worse off financially-- but what about investors? Today's Stocks & Topics: The Dollar, The Fiscal Deficit, WU - Western Union Co., Rental Properties, GM - General Motors Co., WWE - World Wrestling Entertainment Inc. Cl A, BCC - Boise Cascade Co., AAPL - Apple Inc., TSN - Tyson Foods Inc. Cl A.   Justin's PERSPECTIVE centers on two trending financial topics: U.S. deb...

4-28-2023 – How to Make the Decision Whether to Rent or Buy

April 28, 2023 23:51 - 47 minutes - 43.4 MB

In the current real estate market, a typical renter pays about 40% less per month than a first-time homeowner. (In the top 10 metro regions that favored renting, monthly starter homeownership costs were an average of $1,920 higher than rents.) Today's Stocks & Topics: Economic Numbers, New Home Sales, GDP Q1, The Core Personal Consumption Expenditure (PCE), Bond Market, USB - U.S. Bancorp, Annuities, FRC - First Republic Bank, MMM - 3M Co., Stock Splits, CI - Cigna Group, Insurance Compani...

4-27-2023 – Navigating the Debt Ceiling Impasse

April 27, 2023 23:59 - 46 minutes - 43 MB

According to data from the U.S. Treasury, looking back as far as 1960, Congress has raised or suspended the debt ceiling 78 times. Today's Stocks & Topics: Solar Industry, CMCSA - Comcast Corp. Cl A, MPW - Medical Properties Trust Inc., PLAB - Photronics Inc., META - Meta Platforms Inc., European Gas Market, 457 Rollover, The Fed and Banks. 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 Adve...

4-26-2023 – Why Big Tech Earnings Matter

April 27, 2023 00:00 - 45 minutes - 41.7 MB

Despite banking turmoil, a handful of large-cap tech stocks powered the S&P 500’s gains during the first quarter. Today's Stocks & Topics: The office Market, Supply Chains, EU - enCore Energy Corp., WTI - W&T Offshore Inc., Trend Following, AG - First Majestic Silver Corp., TSCO - Tractor Supply Co. 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.com/b...

4-25-2023 – Where Should Investors Stash Their Safe Money?

April 26, 2023 00:00 - 46 minutes - 42.3 MB

"Investment cash" is one category, there are others you should contemplate. [A financial planning expert has his ideas for balancing yield and safety in investors’ cash holdings...but does he make sense?] Today's Stocks & Topics: Google, Consumer Confidence, Morgan Stanley's Warning for Real Estate Prices, Waste Industry, GOOG - Alphabet Inc. Cl C, IP - International Paper Co., ZIM - ZIM Integrated Shipping Services Ltd., CINF - Cincinnati Financial Corp., VNM - VanEck Vietnam ETF.   TRI...

4-24-2023 – Several Questions to Answer Before Investors Can Consider What to Do Next

April 24, 2023 23:57 - 46 minutes - 42.9 MB

Uncertainty about the economy, Fed policy, and earnings has stocks moving in tighter ranges. [Are we heading into a recession? Will inflation come down enough that the Federal Reserve will be able to lower interest rates? How bad will corporate earnings be?] Today's Stocks & Topics: EMR - Emerson Electric Co., Inflation Reduction Act, Insider Trading, VZ - Verizon Communications Inc., Social Security Withdraw, STIP - iShares 0-5 Year TIPS Bond ETF, MLI - Mueller Industries Inc., PXD - Pion...

4-21-2023 – 10 Financial Lessons You Should Understand

April 21, 2023 23:59 - 46 minutes - 42.3 MB

There are some general rules of thumb we can all learn from but it's best to seek help for personalized advice. Today's Stocks & Topics: Economic Growth, Market Overbought, RITM - Rithm Capital Corp., Return on Assets, GGG - Graco Inc., CELH - Celsius Holdings Inc., Dividend Stocks, AEM - Agnico Eagle Mines Ltd., Top Economist Mohamed El-Erian on Inflation.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsors: * Check out Ro...

4-20-2023 – Are We in a Freight Recession?

April 21, 2023 00:01 - 46 minutes - 42.8 MB

At least one major trucking and transportation company reported first-quarter profit and revenue that fell below expectations. (It is a challenging freight environment with deflationary price pressure for an industry that continues to face inflationary cost pressures.) Today's Stocks & Topics: ALB - Albemarle Corp., TRTN - Triton International Ltd., CCL - Carnival Corp., UNP - Union Pacific Corp., FCC’s Gary Epstein, Investing Strategy, WPM - Wheaton Precious Metals Corp., Market Positioni...

4-19-2023 – Can You Transfer a Mortgage to Someone Else?

April 20, 2023 00:03 - 46 minutes - 42.3 MB

Sometimes a mortgage can be transferred even if it isn’t assumable—and a lender might also opt to be more generous and permit transfers on a case-by-case basis. Today's Stocks & Topics: Banking Crisis and Economic Growth, Volatility, 60-40 Investing Strategy, COMM - CommScope Holding Co. Inc., RMBS - Rambus Inc., Credit Sweeps, IIPR - Innovative Industrial Properties Inc., Reversion to the Mean, ILPT - Industrial Logistics Properties Trust, BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR....

4-18-2023 – Brace Yourself for the Worst Quarterly Earnings Season in Three Years

April 19, 2023 00:00 - 45 minutes - 41.5 MB

But good news is expected for those with portfolios aligned with the right stock sectors. (Investors can expect pockets of good news among travel, industrials, and energy stocks.) Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., JPIE - JPMorgan Income ETF, SCCO - Southern Copper Corp., TSN - Tyson Foods Inc. Cl A, CXAI - CXApp Inc., Treasury Bill Ladder, MERC - Mercer International Inc., IP - International Paper Co., Gold vs. Silver. TRIVIA QUESTION: "Can you name America's L...

4-17-2023 – AI Is Already Impacting 3 Big 'FAANG' Stocks

April 17, 2023 23:59 - 46 minutes - 42.5 MB

Microsoft's fight to use its Bing product to replace Google search is heating up. Today's Stocks & Topics: Apple, Regulators Shaping the Auto Industry, BKE - Buckle Inc., SNOXX - Schwab Treasury Obligations Money Inv., Corporate Bonds, NKE - Nike Inc. Cl B, HPE - Hewlett Packard Enterprise Co., HP - Helmerich & Payne Inc., Global Real Estate Market. Justin's PERSPECTIVE concerns the history of the U.S. Dollar. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal:...

4-14-2023 – Is the Threat of De-dollarization Real?

April 15, 2023 00:00 - 46 minutes - 42.2 MB

As the world’s reserve currency, the US dollar is essentially the default currency in international trade and a global unit of account. (Is the potential for serious de-dollarization a reality?) Today's Stocks & Topics: The Bond Market, Options, Bitcoin, MP - MP Materials Corp., CLFD - Clearfield Inc., Target Dated Funds, TRTN - Triton International Ltd., LC – Lending Club Corp., Yieldstreet. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.roset...

4-13-2023 - Best of Caller Questions

April 13, 2023 19:00 - 46 minutes - 42.9 MB

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: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buyin...

4-12-2023 - Best of Caller Questions

April 12, 2023 19:00 - 46 minutes - 42.9 MB

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Roth I-R-A Contributions, Preferred Stocks, YouTube Business, I-R-As, Trustable Financial Websites, Interest Rates, 401k, Position, Housing Market, Mortgage Reduction, Iron Butterfly Options, Ordinary vs. Qualified Dividends, Cash Flow, Companies Buying Back Stocks, Annuities, Dividends, Earnings ...

4-11-2023 – What’s a Safe Withdrawal Rate for Retirees?

April 12, 2023 00:07 - 46 minutes - 42.6 MB

With stock and bond prices declining and inflation what it is today, new retirees have run headlong into what retirement researchers call “sequence risk. (There are research 'scenarios' that might provide insight.) Today's Stocks & Topics: Commercial Real Estate, Q1 Earnings, Investing Strategy, EXPE - Expedia Group Inc., NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, PXD - Pioneer Natural Resources Co., STZ - Constellation Brands Inc. Cl A, AGI - Alamos Gold Inc., Moving Average,...

4-10-2023 – “Which Stocks Performed Best in Q1?”

April 11, 2023 00:04 - 46 minutes - 42.5 MB

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 525 rose, while 319 fell. (Do the statistics give us any clues for today's investing?) Today's Stocks & Topics: Jobs Report, SUN - Sunoco L.P., PTSI - P.A.M. Transportation Services Inc., NTR - Nutrien Ltd., Value Stocks, Investment Account for a Child, XOM - Exxon Mobil Corp., CP - Canadian Pacific Railway Ltd., SFM - Sprouts Farmers Market Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: h...

4-7-2023 - Best of Caller Questions - Good Friday Edition

April 07, 2023 10:00 - 46 minutes - 42.9 MB

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: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, D...

4-6-2023 – Which Stocks Performed Worst in Q1?

April 07, 2023 00:03 - 43 minutes - 40 MB

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023. (What can we learn from looking at the "under-performers"?) Today's Stocks & Topics: How ESG Should be Regulated, Landlords Cutting Rents, Job Openings, HII - Huntington Ingalls Industries Inc., SCHW - Charles Schwab Corp., ENPH - Enphase Energy Inc., Unit Trust Funds, Retirement Funds, MRK - Merck & Co. Inc., ABBV - AbbVie Inc., NVDA - NVIDIA Corp. Our Sponsors: * Check o...

4-5-2023 – Major Bank CEO Says the Banking Crisis Is Not Over

April 06, 2023 00:00 - 46 minutes - 42.9 MB

Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come.   Today's Stocks & Topics: The Apartment Market, Migration and Real Estate, Lithium Prices, Oil Companies, CNQ - Canadian Natural Resources Ltd., IMO - Imperial Oil Ltd., Retirement Plans, LC – Lending Club Corp., COIN - Coinbase Global Inc., WEC - WEC Energy Group Inc., Investing in ETFs, TPH - Tri Pointe Homes Inc., Index Funds. Our Sponso...

4-4-2023 – What's Causing the Sudden Price Jump in Home Prices?

April 05, 2023 00:01 - 44 minutes - 40.9 MB

In December and January, mortgage rates began pulling back, and homebuyers surged ahead.   Today's Stocks & Topics: Gas Prices, Tesla Reports Record Sales, VBR - Vanguard Small-Cap Value ETF, Bond Ladders, SGOV - iShares 0-3 Month Treasury Bond ETF, VGT - Vanguard Information Technology ETF, PFE - Pfizer Inc., BLK - BlackRock Inc., BX - Blackstone Inc., SCHW - Charles Schwab Corp., WU - Western Union Co., GT - Goodyear Tire & Rubber Co., Selling Short.   TRIVIA QUESTION: "How much money ...

4-3-2023 – 14 Charts on Q1 2023 Market Performance Tell the Story

April 04, 2023 00:00 - 46 minutes - 42.6 MB

After a brutal 2022, stocks and bonds posted gains during the first quarter.   Today's Stocks & Topics: Metaverse, Individual Investors, Private Markets, FSLR - First Solar Inc., Shorting, PLBY - PLBY Group Inc., JEPI - JPMorgan Equity Premium Income ETF, Buying a Preferred Stock, TECK - Teck Resources Ltd. Cl B., VIOV - Vanguard S&P Small-Cap 600 Value ETF, IVE - iShares S&P 500 Value ETF.   Justin's PERSPECTIVE looks at the HISTORY of bank failures in the U.S. Our Sponsors: * Check ou...

3-31-2023 – Why Credit Risk Suddenly Matters for Bond Fund Investors

April 01, 2023 00:05 - 46 minutes - 42.5 MB

Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance among bond funds.   Today's Stocks & Topics: Consumer Sentiment, Blackstone CEO, IIPR - Innovative Industrial Properties Inc., LifeLock, LUMN - Lumen Technologies Inc., SCHW - Charles Schwab Corp., EQT - EQT Corp., ADM - Archer Daniels Midland Co., VZ - Verizon Communications Inc., U.S. Money Supply, Money Market Funds. Our Sponsors: * Check ou...

3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?

March 31, 2023 00:00 - 46 minutes - 42.8 MB

The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.   Today's Stocks & Topics: Tech Layoffs, China, and Russia, Metaverse, EVR - Evercore Inc. Cl A, SEIC - SEI Investments Co., Banks, and Long-Term Mortgages, CDNS - Cadence Design Systems Inc., SNPS - Synopsys Inc., AMT - American Tower REIT, IIPR - Innovative Industrial Properties Inc., SRC - Spirit Realty Capital Inc., Growth vs. Value Stock. Our Sponsors:...

3-29-2023 – Investment Complexity Is Not Your Friend

March 29, 2023 23:59 - 46 minutes - 42.4 MB

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations thereof spanning nearly every conceivable asset class.   Today's Stocks & Topics: Commercial Real Estate, Chip Makers, Renewable Energy, SCHW - Charles Schwab Corp., ATVI - Activision Blizzard Inc., KRE - SPDR S&P Regional Banking ETF, Trailing Stops, HSY - Hershey Co., Semiconductors. Our Sponsors: * Check out Rosetta Stone and use my code TO...

3-28-2023 – REITs Are Under Pressure from the Wave of Banking Fear

March 29, 2023 00:02 - 46 minutes - 42.7 MB

Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both.   Today's Stocks & Topics: The Fed, Suze Orman's 5 Things About Money, Rich People Are Moving Out Of New York, BNS - Bank of Nova Scotia, BAC - Bank of America Corp., TBIL - US Treasury 3 Month Bill ETF, Treasuries, SPAXX - Fidelity Government Money Market Fund, LEG - Leggett & Platt Inc., CMA - Comerica Inc., ENB - Enbridge Inc., CUBI - Customers Bancorp Inc.   TRIVIA QUESTION: "To this poi...

3-27-2023 – Could the U.S. Be 'Barreling' Towards a Recession?

March 28, 2023 00:01 - 46 minutes - 42.2 MB

One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market financial conditions.   Today's Stocks & Topics: Money Flow, The Global Gold Market, Housing Market, AI - C3.ai Inc., Margin Investing, 529-Plan, UTL - Unitil Corp., MRO - Marathon Oil Corp.   Justin's PERSPECTIVE looks back as far as 100 years ago to focus on some of the greatest TECH STOCKS of all time. Our Sponsors: * Check out Rosetta St...

3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy

March 25, 2023 00:00 - 45 minutes - 41.6 MB

More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity Investments.   Today's Stocks & Topics: Is the Fed Backing Off, Treasury Bills, Commercial Real Estate in More Trouble, HIFS - Hingham Institution for Savings, Foreclosures, JNJ - Johnson & Johnson, BAC - Bank of America Corp., IRM - Iron Mountain Inc., CLFD - Clearfield Inc., Selling Covered Calls.   Plus: Key Benchmark Numbers and Market C...

3-23-2023 – What Could the Federal Reserve’s Rate Hike Mean for Your Money?

March 24, 2023 00:03 - 46 minutes - 42.9 MB

For starters, a wide range of consumer finances — from mortgages and credit cards to student loans, auto loans and savings — will be affected by the rate increase.   Today's Stocks & Topics: DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., COWZ - Pacer U.S. Cash Cows 100 ETF, COIN - Coinbase Global Inc., LAKE - Lakeland Industries Inc., RBLX - Roblox Corp., The Fed and Bank Crisis, CRWD - CrowdStrike Holdings Inc. Cl A. Our Sponsors: * Check out Rosetta Stone and use my code TODA...

3-22-2023 – What Can We Expect for Home Prices in the Real Estate Market?

March 23, 2023 00:03 - 47 minutes - 43.2 MB

Higher mortgage rates have been cooling home prices since last summer, and for the first time in a record 131 consecutive months — nearly 11 years — prices were lower on a year-over-year comparison.   Today's Stocks & Topics: Apple and Microsoft, FCC on Earnings Manipulation, Tiger Global, FANG - Diamondback Energy Inc., REZ - iShares Residential & Multisector Real Estate ETF, SBRA - Sabra Healthcare REIT Inc., DVN - Devon Energy Corp., OXY - Occidental Petroleum Corp., Dividends, WIRE - E...

3-21-2023 – Understanding the UBS Takeover of Credit Suisse and Impact on Bondholders

March 22, 2023 00:00 - 46 minutes - 42.5 MB

Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.   Today's Stocks & Topics: Housing Sales, Interest Rates, Treasury Secretary Janet Yellen on Small Banks, Retirement, SWBI - Smith & Wesson Brands Inc., RIO - Rio Tinto PLC ADR, AVUV - Avantis U.S. Small-Cap Value ETF, VVR - Invesco Senior Income Trust, MSFT - Microsoft Corp., PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, META - Meta Platforms Inc., TD Ameritrade, and Cha...

3-20-2023 – Can You Find Stable Portfolio Income in Retirement?

March 21, 2023 00:04 - 47 minutes - 43.2 MB

Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income.   Today's Stocks & Topics: Current Economic Data, Tiger Global, Banks, MSFT - Microsoft Corp., MU - Micron Technology Inc., SO - Southern Co., FNV - Franco-Nevada Corp., Oil Stocks, SPYV - SPDR Portfolio S&P 500 Value ETF, IUSV - iShares Core S&P U.S. Value ETF.   Justin's PERSPECTIVE looks at the price history of crude oil and the potential le...

3-17-2023 – Sectors to Watch for Undervalued Stocks

March 18, 2023 00:00 - 45 minutes - 41.9 MB

During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals.   Today's Stocks & Topics: NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, Bank Crisis, Portfolio Management, PXD - Pioneer Natural Resources Co., CARR - Carrier Global Corp., DVN - Devon Energy Corp., France and Retirement Age, Warren Buffett.   Plus: Key Benchmark Numbers and Market Co...

3-16-2023 – Analysts Blamed the Banking Crisis as Oil Tumbled to Its Lowest Level Since December 2021

March 17, 2023 00:00 - 46 minutes - 42.8 MB

A retest of October’s lows could add increased downward pressure on WTI crude and energy stocks may struggle given the surplus and weakening demand outlook.   Today's Stocks & Topics: First Republic Bank, The Fed Balance Sheet, Retail News, Inflation, CVS - CVS Health Corp., Energy Sector, Commodities, STRL - Sterling Infrastructure Inc., VFC - VF Corp., NGL - NGL Energy Partners LP, VXUS - Vanguard Total International Stock ETF, VT - Vanguard Total World Stock ETF, VBR - Vanguard Small-Ca...

3-15-2023 – Ratings Firm Downgrade Takes the Banking System from Stable to Negative

March 15, 2023 23:59 - 47 minutes - 43.3 MB

Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators’ efforts to shore up the industry. (They say that other institutions with unrealized losses or uninsured depositors still could be at risk.)   Today's Stocks & Topics: SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International Corp., WRB - W.R. Berkley Corp., IP - International Paper Co., CCL - Carnival Corp., Shale Industry, Gold & Silver, The Fed and Interest Rat...

3-14-2023 – Should You Invest in Stocks, Bonds, or a 4% CD?

March 15, 2023 00:05 - 46 minutes - 42.6 MB

The yield curve is inverting, and cash yields look more attractive than they have in years.   Today's Stocks & Topics: CPI Numbers, How to Get Rich, CVS - CVS Health Corp., CCL - Carnival Corp., Bond Investing, KRO - Kronos Worldwide Inc., IAT - iShares U.S. Regional Banks ETF, FITB - Fifth Third Bancorp, KRNY - Kearny Financial Corp., AER - AerCap Holdings N.V., PNC - PNC Financial Services Group Inc.   TRIVIA QUESTION: "Can you name the 7 best states in which to retire?" Our Sponsors:...

3-13-2023 – What Does the SVB Crisis Tell Us about the Federal Reserve Rate Hikes?

March 14, 2023 00:03 - 45 minutes - 41.8 MB

Three significant banks with heavy exposure to startups or crypto have collapsed or were shuttered in the past week.   Today's Stocks & Topics: Shell Patch, Investments, Retirement Rules, PHM - PulteGroup Inc., KEY - KeyCorp, WCC - Wesco International Inc., ASML - ASML Holding N.V., GPK - Graphic Packaging Holding Co., Fed Rates. 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 In...

3-10-2023 – Interpreting the Jobless Claims Numbers

March 11, 2023 01:03 - 46 minutes - 42.9 MB

Data showed there were 1.9 job openings for every unemployed person in January, so with a tight labor market and strong inflation readings, the FED is preparing to increase interest rates again.   Today's Stocks & Topics: 2-year Treasury, The Beige Book, Jobs Report, AMZN - Amazon.com Inc., Dividends, EME - EMCOR Group Inc., PFE - Pfizer Inc., The VIX Contango, Interest Rates.   Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Spo...

3-9-2023 – Tips on How to Make Your Investing Goals Realistic

March 10, 2023 01:00 - 46 minutes - 42.9 MB

Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance. (It’s important to make actionable plans to reach your goals.)   Today's Stocks & Topics: EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or Buy Property, Foreign Stocks, MBUU - Malibu Boats Inc. Cl A. Our Sponsors: * Check out Rosetta Stone...

3-8-2023 – Can We Expect a 'Rough Road' Ahead for an Undervalued Stock Market?

March 09, 2023 01:00 - 46 minutes - 42.5 MB

After posting extraordinarily strong returns to start the year, the stock market retreated 2.31% in February 2023.   Today's Stocks & Topics: Housing Market, Tech Companies and a Recession, Retirement Funds, IVOG - Vanguard S&P Mid-Cap 400 Growth ETF, Stocks Buyback, COLB - Columbia Banking System Inc., IYR - iShares U.S. Real Estate ETF, EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, TTC - Toro Co., Sectors to Trim, PLBY - PLBY Group Inc., PRIM - Primoris Services Corp., HSII - Heid...

3-7-2023 - Best of Caller Questions

March 08, 2023 01:00 - 46 minutes - 42.9 MB

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: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retire...

3-6-2023 – U.S. Factory Orders Decline

March 07, 2023 01:01 - 46 minutes - 42.6 MB

The Institute for Supply Management reported last week that manufacturing, which accounts for 11.3% of the economy, contracted for a fourth straight month in February. (With the Federal Reserve expected to keep hiking interest rates into summer, a swift turnaround in manufacturing is, however, unlikely.)   Today's Stocks & Topics: Robotics, Blackstone REIT, Credit Cards, IIPR - Innovative Industrial Properties Inc., DIV - Global X Super Dividend U.S. ETF, DIS - Walt Disney Co., GOOG - Alp...

3-3-2023 – Could March Be a Pivotal Month for the Oil Market?

March 04, 2023 01:00 - 46 minutes - 42.4 MB

China's economic data is beginning to surprise to the upside-- and U.S. oil demand is starting to improve following a material drop into year-end 2022. (China's economy is rebounding now, and this can only be a positive driver for oil prices-- Russia's oil production reached the pre-sanctions level for the first time in February.)  Today's Stocks & Topics: DVYE - iShares Emerging Markets Dividend ETF, Home Prices, The Chips Act, Senior Deals, BILL - BILL Holdings Inc., ENB - Enbridge Inc.,...

3-2-2023 – Tips to Avoid Bad Mutual Fund Decisions

March 03, 2023 01:05 - 39 minutes - 36.6 MB

Hundreds of mutual funds deliver lackluster results and come with high price tags and those high fees put a fund at a huge disadvantage over time.   Today's Stocks & Topics: D - Dominion Energy Inc., PFE - Pfizer Inc., VHT - Vanguard Health Care ETF, Small Cap Funds, Mutual Funds, AZN - AstraZeneca PLC ADR, SILJ - ETFMG Prime Junior Silver Miners ETF, SIL - Global X Silver Miners ETF, Banks and Rates. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://...

3-1-2023 – Is It Possible to Balance the Books for Social Security?

March 02, 2023 01:04 - 46 minutes - 42.6 MB

Social Security resembles other government programs because its tax revenues are spent in the year that they are raised.   (Social Security’s benefits expenditures have exceeded its revenue from payroll taxes every year since 2010. The program is already thoroughly in the red.)   Today's Stocks & Topics: Jobs Market, Electric Cars and Workers, Stocks Buybacks, CE - Celanese Corp., PARA - Paramount Global Cl B, WFC - Wells Fargo & Co., GSBD - Goldman Sachs BDC Inc., BIT - BlackRock Multi-...

2-28-2023 – Could Reshoring Be the Theme ETF Investors Need?

March 01, 2023 00:57 - 37 minutes - 34.7 MB

In mid-2022, reshoring, onshoring or nearshoring were mentioned in the quarterly earnings calls of around 180 US companies.   Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., X - United States Steel Corp., AMZN - Amazon.com Inc., Standard Deduction, Buying Gold, and Oil Stocks, EPAM - EPAM Systems Inc., WAB - Wabtec, VNQ - Vanguard Real Estate ETF, RGEN - Repligen Corp., Corporate Bonds, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR. Our Sponsors: * Check out Rosetta Stone and use my...

2-27-2023 – China’s Economy Is Looking at a New Wave of 'Japanification'

February 28, 2023 01:00 - 46 minutes - 42.2 MB

Like Japan of the late 1980s, China today, decades later, has also allowed its real economy and the financial system to decouple.   Today's Stocks & Topics: Apartment Rents, INTC - Intel Corp., PBR - Petroleo Brasileiro S/A ADR, LNG - Cheniere Energy Inc., TECK - Teck Resources Ltd. Cl B, Zero Commission Brokers. The PERSPECTIVE simplifies the investor's understanding of what can be complex stock market cycles. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great dea...

2-24-2023 – Is There a Sure-Fire Route to Investing Success?

February 25, 2023 01:00 - 46 minutes - 42.8 MB

The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity.   Today's Stocks & Topics: Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermilion Energy Inc., I-R-A vs. Roth I-R-A.   Plus: Key Benchmark Numbers and Market Comments for: Treasury...

2-23-2023 – Investing in A Time Of 'Polycrisis'

February 24, 2023 00:58 - 45 minutes - 41.7 MB

There is a theory that postulates that since our problems are interconnected and mutually exacerbating, it may be of limited use to focus on one at the expense of others.   Today's Stocks & Topics: The Global Economy, The Fed, CHPT - ChargePoint Holdings Inc., FANG - Diamondback Energy Inc., BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR, 401k, 529 Plan or Investing on the Side, IBDRY - Iberdrola S.A. ADR, The U.S. Dollar. Our Sponsors: * Check out Rosetta Stone and use my code TODAY f...

2-22-2023 – What Are Option-Income Funds and Are They Here to Stay?

February 23, 2023 01:00 - 46 minutes - 43 MB

One expert says that in addition to providing payouts that can reach as high as an annualized 11%, these funds also tend to be somewhat less risky than a stock market index fund.   Today's Stocks & Topics: Office Landlords, Earnings, VIMAX - Vanguard Mid-Cap Index Fund Admiral, HLT - Hilton Worldwide Holdings Inc., FL - Foot Locker Inc., 401k, Mutual Fund vs. Individual Equities, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, EQT - EQT Corp., FLNG - Flex LNG Ltd., BXMIX - Blackston...

2-21-2023 - Best of Caller Questions

February 21, 2023 11:00 - 46 minutes - 42.9 MB

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds. Our Sponsors: * Chec...

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