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
2-20-2023 - Best of Caller Questions
February 20, 2023 11:00 - 46 minutes - 42.9 MBIn 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: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investors Moves, Investing Strategy. Our Sponsors: * Check out Rosetta Stone...
2-17-2023 - Best of Caller Questions
February 17, 2023 11:00 - 46 minutes - 42.9 MBIn 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...
2-16-2023 – The Labor Market: Looking at the 'Big Picture'
February 17, 2023 00:59 - 47 minutes - 43.3 MBBig tech, finance, and manufacturing are all cutting jobs and some analysts think there will be a ripple effect. Today's Stocks & Topics: Inflation, Secure Act 2.0, National Debt, DVN - Devon Energy Corp., HDSN - Hudson Technologies Inc., CSL - Carlisle Cos., Brokered CD vs. Traditional CD, EMR - Emerson Electric Co., BG - Bunge Ltd., ADM - Archer Daniels Midland Co., Brokerage Accounts, VSSVX - VALIC Company I Small Cap Special Values Fund. Our Sponsors: * Check out Rosetta Stone and u...
2-15-2023 – Are Municipal Bonds an Attractive Option for Income Investors?
February 16, 2023 01:06 - 46 minutes - 42.2 MBAs with the rest of the bond market, yields on municipal securities are at their highest levels in many years. Today's Stocks & Topics: ORAN - Orange ADR, AOS - A.O. Smith Corp., SUN - Sunoco L.P., TWO - Two Harbors Investment Corp., MPW - Medical Properties Trust Inc., WYNN - Wynn Resorts Ltd., AMKBYA.P. Moeller-Maersk A/S ADR, Markets Shifted, Blackstone, 401k Plans. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ * Check o...
2-14-2023 – What's the Outlook for Bank Stocks After a Rough 2022?
February 15, 2023 00:59 - 45 minutes - 41.9 MBA tug of war between recession fears and benefits of higher rates has left bank stocks in limbo. Today's Stocks & Topics: Real Estate, Blackstone Real Estate Income Trust Inc (BREIT), LUMN - Lumen Technologies Inc., RNPGX - American Funds New Perspective Fund R6, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Artificial Intelligence (AI), VEOEY - Veolia Environnement S.A. ADR, OKE - ONEOK Inc., EPM - Evolution Petroleum Corp. Our Sponsors: * Check out Rosetta Stone and use my co...
2-13-2023 – In Isolation, Your Net Worth Statement May Not Tell You Much at First
February 14, 2023 01:00 - 46 minutes - 42.4 MBOver time, a realistic summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances. Today's Stocks & Topics: MELI – Mercado Libre Inc., KHC - Kraft Heinz Co., NSSC - NAPCO Security Technologies Inc., Dogs of the Dow on 2023, Inflation, HBI - Hanesbrands Inc. Justin's PERSPECTIVE concerns the REAL IMPACT of inflation on the "buying power" of the U.S. dollar over time-- specifically, over 103 years. Our Sponsors: * Check out Rosetta ...
2-10-2023 – Could Utilities Be in the Best Growth Environment in Decades?
February 11, 2023 01:03 - 45 minutes - 41.7 MBSome analysts think that when you combine big macro themes of electrification and clean energy, utilities have growth prospects that can last for a decade or more. Today's Stocks & Topics: Inflation Rate, Bear-Market Trap, Social Security, AIT - Applied Industrial Technologies Inc., T - AT&T Inc., CNQ - Canadian Natural Resources Ltd., DSKE - Daseke Inc., ICLN - iShares Global Clean Energy ETF, Natural Gas, IDXX - IDEXX Laboratories Inc. Plus: Key Benchmark Numbers and Market Comment...
2-9-2023 – Can Investors Protect Against Risk That Cannot Be Quantified?
February 10, 2023 00:59 - 44 minutes - 40.5 MBFor investors, there are "knowns" and "unknowns”, and a better understanding of the knowns can produce fewer surprises. Today's Stocks & Topics: Disney’s Earnings, Google Search, Ponzi Scheme, UPST - Upstart Holdings Inc., 529 Plan, APD - Air Products & Chemicals Inc., AFG - American Financial Group Inc., LUMN - Lumen Technologies Inc., Strategy Question, Investing Apps, DEA - Easterly Government Properties Inc., PPG - PPG Industries Inc., SCHN - Schnitzer Steel Industries Inc. Our Spon...
2-8-2023 – More than 60% of U.S. REITs Raised Dividends in 2022
February 09, 2023 01:03 - 46 minutes - 42.9 MBWhich sectors did best and is this a potentially smart type of investment? Today's Stocks & Topics: The Dollar and Earnings, Banks, Being Your Own Bank, BWXT - BWX Technologies Inc., Portfolio Management, UBVFX - Undiscovered Managers Behavioral Value Fund, Special Purpose Acquisition Company (SPAC), BEAM - Beam Therapeutics Inc., CDNA - CareDx Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Gold & Silver. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https:/...
2-7-2023 – What Are Recession-Resistant Stocks?
February 08, 2023 01:03 - 46 minutes - 42.9 MBRecession-resistant stocks are stocks of companies whose products and services consumers will continue to purchase no matter the economic climate. Today's Stocks & Topics: Why So Many Jobs Do Not Get Fill, Renters Rights, BG - Bunge Ltd., CD Rates, Us Stocks Versus International Growth, PTLO - Portillo's Inc., BOTZ - Global X Robotics & Artificial Intelligence ETF, ETD - Ethan Allen Interiors Inc., Generating Income Abroad, IRM - Iron Mountain Inc., ROKU - Roku Inc. Cl A., Social Securit...
2-6-2023 – Stocks Surged in January but Do They Still Look Undervalued?
February 07, 2023 01:04 - 46 minutes - 42.5 MBWith the economy weakening and monetary conditions still tightening, the easy returns may have been captured already. Today's Stocks & Topics: Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic International Corp., JXN - Jackson Financial Inc. Justin's PERSPECTIVE concerns an important financial institution that affects all of us: The ...
2-3-2023 – What Can We Learn from Earnings Reports, So Far?
February 04, 2023 01:01 - 45 minutes - 42.1 MBInvestors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ETF, Jobs Report, AVT - Avnet Inc., AHT - Ashford Hospitality Trust, Retirement, AMAT - Applied Materials Inc., APD - Air Products & Chemicals I...
2-2-2023 – How Long Will It Take the Market to Recover?
February 03, 2023 01:03 - 47 minutes - 43.7 MBMost major asset classes have posted strong returns for the year to date through Jan. 26, but there’s no guarantee these positive trends will continue. Today's Stocks & Topics: RSG - Republic Services Inc., AMD - Advanced Micro Devices Inc., AMD - Advanced Micro Devices Inc., IHI - iShares U.S. Medical Devices ETF, Limited Order, ERH - Allspring Utilities & High-Income Fund, Market Expectations, TGB - Taseko Mines Ltd., Michael Burry Predictions, FCEL - FuelCell Energy Inc., STLA - Stell...
2-1-2023 – Will the Market Be Able to Overcome Rising Rates and Falling Corporate Profitability?
February 02, 2023 01:01 - 45 minutes - 41.9 MBOne high-profile short seller says he sees an alarming trend in the market. Today's Stocks & Topics: Shell Growth, Markets and Economic News, Railroad Stocks, CSX - CSX Corp., NVDA - NVIDIA Corp., CGAU - Centerra Gold Inc., EA - Electronic Arts Inc., ABEV - Ambev S.A. ADR, SSNLF - Samsung Electronics Co. Ltd., UL - Unilever PLC ADR. 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 Advertisi...
1-31-2023 – What You Need to Know About Roth IRAs
February 01, 2023 01:04 - 45 minutes - 41.7 MBYou should understand Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more. Today's Stocks & Topics: Tax Rates and Tech-Stocks, Global Debt, CVCO - Cavco Industries Inc., Passive Investing, OLN - Olin Corp., IEX - IDEX Corp., 401k, LUMN - Lumen Technologies Inc., Fed Meeting, EGY - Vaalco Energy Inc., CVNA - Carvana Co. Cl A, CTVA - Corteva Inc. TRIVIA QUESTION: "According to a career expert, there are several stumbling blocks that could be ho...
1-30-2023 – January Rally Paused as Investors Consider Potential Rate Hike and Earnings Reports
January 31, 2023 01:00 - 46 minutes - 42.5 MBStocks traded lower Monday as investors braced for the busiest week of earnings season and a possible interest rate hike from the Federal Reserve. Today's Stocks & Topics: GDP Numbers, Banks and Consumers Defaults, Inflation, TSN - Tyson Foods Inc. Cl A, TGB - Taseko Mines Ltd., MRTN - Marten Transport Ltd., XLB - Materials Select Sector SPDR ETF, KIO - KKR Income Opportunities Fund, P.E. Ratio Calculation, AQN - Algonquin Power & Utilities Corp. Justin's PERSPECTIVE looks at the cost o...
1-27-2023 – Recession Fears Aside, U.S. GDP Rose 2.9% in the Fourth Quarter
January 28, 2023 01:00 - 43 minutes - 39.5 MBA sharp slide in housing helped pull down the GDP, but boosts in government spending and private investment aided its growth. Today's Stocks & Topics: CRGY - Crescent Energy Co., SPXL - Direxion Daily S&P 500 Bull 3X Shares, INFY - Infosys Ltd. ADR, Inflation, LCID - Lucid Group Inc., ADMA - ADMA Biologics Inc., NCLH - Norwegian Cruise Line Holdings Ltd., VLO - Valero Energy Corp., 401k Allocations, U.S. Productivity. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yiel...
1-26-2023 – Should Investors Put Fear Aside and Focus on Valuations?
January 27, 2023 01:03 - 45 minutes - 42 MBValuations are an important variable in setting the odds for how different corners of the market could perform. Today's Stocks & Topics: FCC and Crypto, Small Business, Inflation, ENB - Enbridge Inc., CVS - CVS Health Corp., Transferring Cash to Roth I-R-A, RXT - Rackspace Technology Inc., PRTYQ - Party City Holdco Inc., ADM - Archer Daniels Midland Co., PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., OTIS - Otis Worldwide Corp., BHP - BHP Group Ltd. ADR. Our Sponsors: * Check out Ro...
1-25-2023 – Real Estate Funds, Private REITs, and BREIT: What You Need to Know
January 26, 2023 00:59 - 46 minutes - 42.9 MBLooking at the pluses and minuses of an alternative to real estate mutual funds. Today's Stocks & Topics: The Dollar, The Government, Making Money, PANW - Palo Alto Networks Inc., IHAK - iShares Cybersecurity & Tech ETF, DXCM - DexCom Inc., OLN - Olin Corp., CUBE – Cube Smart, HACK - ETFMG Prime Cyber Security ETF, DFFVX - DFA US Targeted Value Portfolio Institutional, VRTV - Veritiv Corp. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosett...
1-24-2023 – Is It Realistic to Look for Opportunities in Undervalued, High Quality Cyclical Stocks?
January 25, 2023 01:00 - 44 minutes - 40.5 MBThe bear market has left a large number of cyclical stocks trading at attractive prices. Today's Stocks & Topics: "Buy, Borrow, Die, Retirement Needs, Investors Are Falling into a Trap, MPW - Medical Properties Trust Inc., Treasury Bills, GLW - Corning Inc., NVDA - NVIDIA Corp., GOOG - Alphabet Inc. Cl C, Five Top Technical Indicators, CVS - CVS Health Corp., KRP - Kimbell Royalty Partners L.P., LMND - Lemonade Inc. TRIVIA QUESTION: What are the 3 types of employees typically most AT...
1-23-2023 – The Pros and Cons of Investing in REITs vs. Direct Real Estate
January 24, 2023 01:01 - 46 minutes - 42.4 MBDespite the volatility and uncertainty of the housing market over the past three years, real estate can remain a valuable part of an investor’s portfolio. Today's Stocks & Topics: Offshore Oil Market, Home Remodeling, Tech Sector, CPRX - Catalyst Pharmaceuticals Inc., VWAGY - Volkswagen AG 1/10th ADR, BG - Bunge Ltd., CDNS - Cadence Design Systems Inc., DVN - Devon Energy Corp., TSLQ - Leverage Shares -3x Short Tesla ETP, Over the Counter (OTC) Stocks, CIVI - Civitas Resources Inc., BBSI...
1-20-2023 – How Will the U.S. Treasury Deal with Fallout from the Debt Ceiling Showdown?
January 21, 2023 00:57 - 46 minutes - 42.7 MBThe U.S. has reached its statutory debt limit of $31.4 trillion, prompting a series of measures to avoid a default on government debt. Today's Stocks & Topics: Warren Buffett, Next Fed Hike, Real Estate, Career Growth, IP - International Paper Co., BTI - British American Tobacco PLC ADR, MO - Altria Group Inc., Rollovers, VVR - Invesco Senior Income Trust, Required Minimum Distributions (RMDs), TMO - Thermo Fisher Scientific Inc., STRL - Sterling Infrastructure Inc., TXT - Textron Inc., IBN...
1-19-2023 – With Retirement-Spending Plans, Are the Odds Stacked in the Investor’s Favor?
January 20, 2023 01:00 - 45 minutes - 41.9 MBOnce upon a time, people created investment plans that had definitive answers but, in reality, things were never quite that simple. Today's Stocks & Topics: Chinese Demographics, Investing in China, T - AT&T Inc., LUMN - Lumen Technologies Inc., AGG - iShares Core U.S. Aggregate Bond ETF, BSV - Vanguard Short-Term Bond ETF, Investing in Other Markets, REPX - Riley Exploration Permian Inc., BITI - ProShares Short Bitcoin Strategy ETF, VFC - VF Corp. Our Sponsors: * Check out Rosetta Ston...
1-18-2023 – As Inflation Slows, How Might the Market React to a Quarter-Point Rate Increase?
January 19, 2023 01:01 - 47 minutes - 43.8 MBEconomic data has helped solidify the idea that after a succession of aggressive increases, the Fed is ready to take its foot off the brake-- a bit more. Today's Stocks & Topics: Oil Demand, China’s Population, EXPGY - Experian PLC ADR, VNOM - Viper Energy Partners L.P. Un, MSFT - Microsoft Corp., Capital Gains Tax Rates, Tech Companies, MLI - Mueller Industries Inc., BAX - Baxter International Inc., Sectors, RCII - Rent-A-Center Inc., MMM - 3M Co. Our Sponsors: * Check out Rosetta Ston...
1-17-2023 - Best of Caller Questions
January 18, 2023 01:00 - 46 minutes - 42.9 MBIn 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: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Covered Calls ETFs, Housing Market, Oregon - IPOs and Mutual Funds First 6 mo. Rule, Cannabis Companies, I...
1-16-2023 - Best of Caller Questions
January 16, 2023 11:00 - 46 minutes - 42.9 MBIn 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: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond O...
1-13-2023 – Profits and Losses and a Tale of Two Banks
January 14, 2023 01:01 - 45 minutes - 42.1 MBJPMorgan Chase posted a fourth-quarter 6% profit jump, while Citigroup’s fourth-quarter profit declined by 21%. Today's Stocks & Topics: Margins, FCC and Crypto-currencies, Goldman Sachs, Mortgages, TGT - Target Corp., SITM - SiTime Corp., AMLP - Alerian MLP ETF, CAT - Caterpillar Inc., GOOG - Alphabet Inc. Cl C. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a gr...
1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?
January 13, 2023 01:03 - 44 minutes - 41.1 MBA tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses. Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ ...
1-11-2023 – Inflation Has Not Been Tamed and the FED Admits More Pain Ahead
January 12, 2023 01:01 - 46 minutes - 42.9 MBFederal Reserve Governor Michelle Bowman has noted the mistakes the Fed made in the 1970s when it raised rates to address inflation, but then lowered them when the economy slowed. Today's Stocks & Topics: SSNC - SS&C Technologies Holdings Inc., BTI - British American Tobacco PLC ADR, CSL - Carlisle Cos., AMAT - Applied Materials Inc., The World Bank on Global Growth Forecasts, VIS - Vanguard Industrials ETF, RGI - Invesco S&P 500 Equal Weight Industrials ETF, GSK - GSK PLC ADR, MO - Altr...
1-10-2023 – Has Health Insurance Made Healthcare More Expensive?
January 11, 2023 01:05 - 46 minutes - 42.8 MBThere are many complicated reasons for increases, such as not prioritizing preventive care or a lack of price transparency, and one of the biggest catalysts for inflation was the rise of health insurance costs. Today's Stocks & Topics: CVS - CVS Health Corp., NXPI - NXP Semiconductors N.V., Portfolio Management and Charts, SCCO - Southern Copper Corp., SNA - Snap-On Inc., The Treasury Market, MSM - MSC Industrial Direct Co., PANW - Palo Alto Networks Inc., Retail Investors, Tesla, Earnings ...
1-9-2023 – Do You Have a 2023 Financial To-Do List?
January 10, 2023 00:59 - 46 minutes - 42.3 MBAs the FED hiked interest rates, bonds and stocks got hammered-- but the most successful investors consider their total opportunity sets. Today's Stocks & Topics: Higher Rates and Options, Corporate Earnings Season, Capital Rules, GBX - Greenbrier Cos. Inc., VFMF - Vanguard U.S. Multifactor ETF, WTI - W&T Offshore Inc., SU - Suncor Energy Inc., AWEVF - Alphawave IP Group PLC, DUKE - Duke Royalty Ltd., ASIX - AdvanSix Inc. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for...
1-6-2023 – Is the Oil Market Crisis Sparked by Russia’s Invasion Nearing Its End?
January 07, 2023 01:00 - 45 minutes - 41.9 MBAnalysts remain divided regarding oil prices in 2023, however prices have fallen back to pre-war levels, driven lower by fears of a global recession. Today's Stocks & Topics: Artificial Intelligence, Economy Statistics, Silver Gate Capital corporation, KNSL - Kinsale Capital Group Inc., Corporate Bonds, DISH - DISH Network Corp. Cl A, Stop Order, FIVN - Five9 Inc., Small Caps, NRGU – Micro Sectors U.S. Big Oil Index 3X Leveraged ETN, AAPL - Apple Inc., Life Insurance. Plus: Key Benchmark N...
1-5-2023 – 2022 Was a Brutal Year for Stocks, Bonds, and Crypto
January 06, 2023 01:09 - 46 minutes - 42.9 MBStocks spent most of the year in a bear market and many parts of the bond market posted their biggest losses in history, so what can we learn from the charts? Today's Stocks & Topics: CWH - Camping World Holdings Inc. Cl A, Insider Buying, Rental Market, MSFT - Microsoft Corp., AMD - Advanced Micro Devices Inc., NVDA - NVIDIA Corp., Supply Chain, CPNG - Coupang Inc., WIRE - Encore Wire Corp. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rose...
1-4-2023 – Higher Mortgage Rates and Consumer Worries Are Hitting Home Prices
January 05, 2023 00:59 - 46 minutes - 42.7 MBHome prices are falling into a deep winter chill, as higher mortgage rates push more buyers to the sidelines. Today's Stocks & Topics: BP - BP PLC ADR, AAPL - Apple Inc., TWI - Titan International Inc., NTB - Bank of Butterfield Ltd., Money Market Mutual Funds, PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, HBI - Hanesbrands Inc., CMCO - Columbus McKinnon Corp., SHOP - Shopify Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, PSCE - Invesco S&P SmallCap Energy ETF, Tech Sector...
1-3-2023 – Could You Simplify Your Investment Portfolio in 2023?
January 04, 2023 01:00 - 46 minutes - 42.2 MBThere are some relatively easy investing strategies for those resolved to streamline their portfolios and they could make sense for you. Today's Stocks & Topics: INTEL and New Blue Chips, Tesla & Apple, Savings, Enough to Retire, Mid and Small Caps, ECPG - Encore Capital Group Inc., JEPI - JPMorgan Equity Premium Income ETF, GOOG - Alphabet Inc. Cl C, FLMX - Franklin FTSE Mexico ETF, Investment Options, VZ - Verizon Communications Inc., T - AT&T Inc., SPGI - S&P Global Inc., 401k Employe...
1-2-2023 – NASDAQ Wraps Fourth Quarter in Slump
January 03, 2023 01:05 - 47 minutes - 43.4 MBThe tech-heavy Nasdaq fell 1% in the fourth quarter, wrapping up its first four-quarter losing streak since 2000-2001. Today's Stocks & Topics: Bounce Back from 2022, Stock and Bond Markets, SM - SM Energy Co., Buying Bonds Instead of Stocks, Crypto Debacle, SBNY - Signature Bank, MO - Altria Group Inc., CNQ - Canadian Natural Resources Ltd., HSBC - HSBC Holdings PLC ADR, PLBY - PLBY Group Inc., Equities, Mid and Small Caps, Investing Apps. The PERSPECTIVE looks at the history of NAS...
12-30-2022 – Will the FED Drive the Markets in 2023?
December 31, 2022 01:01 - 46 minutes - 42.2 MBThe Federal Reserve played a major role in moving markets in 2022 with its campaign of monetary tightening and investors in stocks and bonds suffered as liquidity was sucked out of the market. Today's Stocks & Topics: Reasons to Take Early Retirement, Russian Assets, Top Ten Percent Earners, LEA - Lear Corp., 403B and Retirement Funds, Social Security Payment, WBD - Warner Bros. Discovery Inc. Series A, VZ - Verizon Communications Inc., VTOL - Bristow Group Inc., ARCC - Ares Capital Corp...
12-29-2022 - Best of Caller Questions
December 29, 2022 11:00 - 46 minutes - 42.9 MBIn 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: 401K & Roth IRA, KPP Portfolio Review, Investing in Real Time, Treasury Notes, Volume and Capitulation, Tax Exempt, Bond Maturity, CD Rates, Real Estate Loans, Young Investor, Tax-loss Harvesting & The Wash Rule, Support and Resistance Numbers, 401-K, Book-The Fourth Turning. Our Sponsors: * Chec...
12-28-2022 - Best of Caller Questions
December 28, 2022 11:00 - 46 minutes - 42.9 MBIn 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...
12-27-2022 - Best of Caller Questions
December 27, 2022 11:00 - 46 minutes - 42.9 MBIn 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...
12-26-2022 – Can You Avoid the Early Withdrawal Penalty for IRAs?
December 27, 2022 01:11 - 45 minutes - 42 MBGenerally, retirement savers can’t touch their individual retirement account or 401(k) funds before age 59½ without penalty, but there are exceptions. Today's Stocks & Topics: Economic Stats, The Stock Market Moving Up, Financial Trends That Killed the Market in 2022, Billionaires & Market Downturns, CLF - Cleveland-Cliffs Inc., OGN - Organon & Co., Utility Companies and Electric Cars, WDFC - WD-40 Co., C - Citigroup Inc., MRK - Merck & Co. Inc., Recession, SAGPX - Principal SAM Conserva...
12-23-2022 - Best of Caller Questions
December 24, 2022 01:00 - 46 minutes - 42.9 MBIn 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...
12-22-2022 – Loss Harvesting Done Right Could Downsize Your 2022 Tax Bill
December 23, 2022 01:03 - 45 minutes - 41.7 MBAfter reducing your 2022 investment gains, you can use additional losses to lower regular income by $3,000 and carry the remaining losses forward to future tax years. Today's Stocks & Topics: 401k Retirement Plans, Cities Dropping on Real Estate Prices, Earnings Per Share, BB - BlackBerry Ltd., PLBY - PLBY Group Inc., Mortgages, PCAR - Paccar Inc., P.E. Ratio, Bonds, Peer-to-Peer Lending. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosetta...
12-21-2022 – One Generation of Wealthy Investors Is Betting the Market will Be Higher in 2023
December 22, 2022 01:01 - 45 minutes - 41.9 MB81% of millennial millionaires expect their assets to be higher at the end of NEXT YEAR, but there is a large optimism gap between younger and older investors. Today's Stocks & Topics: After Investing, RCKT - Rocket Pharmaceuticals Inc., FSLR - First Solar Inc., Fully Paid Lending, LC – Lending Club Corp., Stock Losses, EMR - Emerson Electric Co., Value Investing, Value Funds. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/ *...
12-20-2022 - Best of Caller Questions
December 21, 2022 01:00 - 46 minutes - 42.7 MBIn 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 ...
12-19-2022 – Should You Be Looking into Wide-Moat Stocks?
December 20, 2022 01:01 - 46 minutes - 42.7 MBGiven the dismal performance of the market, it may be surprising to learn that some wide-moat stocks have posted double-digit returns this year. Today's Stocks & Topics: URNM - Sprott Uranium Miners ETF, Rental Properties, XOP - SPDR S&P Oil & Gas Exploration & Production ETF, MPW - Medical Properties Trust Inc., ASO - Academy Sports & Outdoors Inc., CCRD – Core Card Corp., OCSL - Oaktree Specialty Lending Corp., CMA - Comerica Inc., ED - Consolidated Edison Inc., Interest Rates. Here'...
12-16-2022 - Best of Caller Questions
December 17, 2022 01:00 - 46 minutes - 42.9 MBIn 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: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Covered Calls ETFs, Housing Market, Oregon - IPOs and Mutual Funds First 6 mo. Rule, Cannabis Companies, I...
12-15-2022 – When It Comes to Risk, Is It Dangerous to Trust Your Instincts?
December 16, 2022 01:02 - 44 minutes - 40.4 MBDuring market downturns, there are ways to measure risk tolerance vs. risk perception. Today's Stocks & Topics: EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, ERF - Enerplus Corp., ET - Energy Transfer LP, AAPL - Apple Inc., Housing, BSI - BE Semiconductor Industries N.V., PYPL - PayPal Holdings Inc., V - Visa Inc. Cl A, STNG - Scorpio Tankers Inc., ASC - Ardmore Shipping Corp., Investors and Cryptocurrency. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a great de...
12-14-2022 – Is It Possible to Protect Your Portfolio from Inflation?
December 15, 2022 00:58 - 46 minutes - 42.9 MBInflation affects current consumption, and it also eats into investment returns as it erodes wealth. Today's Stocks & Topics: The FTX Drama, Airlines Stocks, The Brokage Community, MOS - Mosaic Co., CF - CF Industries Holdings Inc., BA - Boeing Co., Cash Flow, UMC - United Microelectronics Corp. ADR, WSM - Williams-Sonoma Inc., AVGO - Broadcom Inc., Research Companies, Ordinary vs. Qualified Dividends, BP - BP PLC ADR. Our Sponsors: * Check out Rosetta Stone and use my code TODAY for a ...
12-13-2022 – Survey: 60% of Americans See Crypto Investing As Highly Risky
December 14, 2022 01:03 - 46 minutes - 43 MBCrypto remains among the least popular investments with only about 10% of Americans saying they are crypto owners, but millennials are still its biggest fans. Today's Stocks & Topics: PLBY - PLBY Group Inc., Earnings, Capital Gains Distributions, Roth Conversions, Iron Butterfly Options, VIX - CBOE Volatility Index, EPD - Enterprise Products Partners L.P., TSLA - Tesla Inc., COUP - Coupa Software Inc., LVMUY - LVMH Moet Hennessy Louis Vuitton ADR. Our Sponsors: * Check out Rosetta Stone...