InvestTalk
Business
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.
Location:
United States
Description:
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.
Language:
English
Website:
http://www.investtalk.com
Episodes
InvestTalk 6-5-2024 – 4 Financial Tasks You Shouldn’t Put Off
6/5/2024
How 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.
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Duration:00:46:59
InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?
6/4/2024
Less 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 Consumer Finally Slowing, Caller Offer Condolences About Steve Peasley, SU - Suncor Energy Inc., CVE - Cenovus Energy Inc., TTC - Toro Co., The Boomer Generation.
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Duration:00:46:49
InvestTalk 6-3-2024 – Salute to Steve Peasley (1952-2024)
6/3/2024
Today, 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.
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Duration:00:46:44
InvestTalk 5-31-2024 – Tips for Dealing with Market Volatility
5/31/2024
The 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., EXP - Eagle Materials Inc., ACM - AECOM, Gambling Lessons.
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Duration:00:46:29
InvestTalk 5-30-2024 – Investor Behavior Continues to Hinder Returns
5/30/2024
In 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.
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Duration:00:46:17
InvestTalk 5-29-2024 – Five Key Lessons Taken from the Study of U.S. Financial History
5/29/2024
Research 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, RMD - ResMed Inc., The Beige Book, MELI - MercadoLibre Inc., Stock Valuation, Organization of the Petroleum Exporting Countries (OPEC), MOD - Modine Manufacturing Co., OVV - Ovintiv Inc.
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Duration:00:46:33
InvestTalk 5-28-2024 – Finding the Right Kind of Financial Content Providers
5/28/2024
Be 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.
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Duration:00:46:40
InvestTalk 5-27-2024 – Best of Caller Questions
5/27/2024
In 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.
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Duration:00:46:50
InvestTalk 5-24-2024 – Investors Are Urged to Proceed with Caution When Focusing on Yield
5/24/2024
Investors 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 Newsletter, U.S. Shift to Faster Trade Settlement, UNH - UnitedHealth Group Inc., ETSY - Etsy Inc.
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Duration:00:46:35
InvestTalk 5-23-2024 – Cost of Capital: A Reality Check on High-Flying Stock Returns
5/23/2024
Rather 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, Transferring Money from 401k to I-R-A, Metals, MLPX - Global X MLP & Energy Infrastructure ETF, The Canadian Oil Pipeline, BRC - Brady Corp. Cl A, POWL - Powell Industries Inc., Family Loans.
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Duration:00:47:22
InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies
5/22/2024
A 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 Stocks & Topics: LULU - Lululemon Athletica Inc., INMD - InMode Ltd., Market Wrap, Investors Are Still Their Own Worst Enemies, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, MDY - SPDR S&P MidCap 400 ETF Trust, Housing Market, ITW - Illinois Tool Works Inc., Delaware Statutory Trust (DST), CRM - Salesforce Inc., Consumer Financial Protection Bureau.
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Duration:00:46:50
InvestTalk 5-21-2024 – Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers
5/21/2024
For 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 PLC, Europe’s Economy.
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Duration:00:46:38
InvestTalk 5-20-2024 – Take It from Warren Buffett: Misses Are Inevitable
5/20/2024
Embrace 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.
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Duration:00:46:41
InvestTalk 5-17-2024 – Best of Caller Questions
5/17/2024
In 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, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.
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Duration:00:46:54
InvestTalk 5-16-2024 – Beyond Efficiency, Are the Markets Sensible?
5/16/2024
Sometimes 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.
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Duration:00:46:40
InvestTalk 5-15-2024 – Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers
5/15/2024
According 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 - United Rentals Inc., Bonds vs. Money Market, Meme Stocks Traders Are Back.
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Duration:00:45:43
InvestTalk 5-14-2024 – What You Might Want to Know About Grants for First-Time Homebuyers
5/14/2024
Many 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.
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Duration:00:46:57
InvestTalk 5-13-2024 – Does Your Portfolio Need a Risk Audit?
5/13/2024
There 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.
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Duration:00:46:55
InvestTalk 5-10-2024 – How Retirement Income Guardrails Can Ease Clients’ Worries
5/10/2024
Effectively 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, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.
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Duration:00:45:27
InvestTalk 5-9-2024 – Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?
5/9/2024
Some 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.
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Duration:00:47:03