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InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
InvestTalk
Último episódio

Episódios Disponíveis

5 de 1979
  • Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?
    We will dig into the market’s obsession with the “Magnificent Seven” tech giants, the hidden concentration risk in many portfolios, and how to rebalance without missing out on innovation.Today's Stocks & Topics: Federal Agricultural Mortgage Corporation (AGM), Market Wrap, Old Dominion Freight Line, Inc. (ODFL), “Magnificent Seven Overload: Is Your Portfolio Too Top-Heavy?”, iShares Top 20 U.S. Stocks ETF (TOPT), The Crypto Fall, Medical Properties Trust, Inc. (MPW), Micron Technology, Inc. (MU), Start Taking Equity, Rolls-Royce Holdings Plc (RYCEY), The Housing Market.Get an exclusive 5% discount on NordProtect plans. ➼ Go to: https://nordprotect.com/investalk and use the code investtalk at checkout.Take back your personal data with Incogni! Use code investtalk at the link below and get 60% off annual plans: https://incogni.com/investtalkOur Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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  • “The Forgotten 401(k): Are You Leaving Money on the Table?”
    In this episode, we will explore how abandoned 401(k) plans can quietly drain your long-term wealth and we’ll talk about the simple steps you can take to track down that lost money and put it back to work.Today's Stocks & Topics: Builders FirstSource, Inc. (BLDR), Gartner, Inc. (IT), Meta Platforms, Inc. (META), Market Wrap, “The Forgotten 401(k): Are You Leaving Money on the Table?”, I-R-As, Warner Bros. Discovery, Inc. (WBD), The Bond Market, Texas Instruments Incorporated (TXN).Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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  • Don’t Outlive Your Nest Egg: Strategies to Make Savings Last
    We'll talk about practical ways to stretch retirement dollars-- such as adjusting withdrawals, delaying Social Security, integrating annuities, and managing market risk.Today's Stocks & Topics: Tyson Foods, Inc. (TSN), Market Wrap, VanEck IG Floating Rate ETF (FLTR), iShares 0-3 Month Treasury Bond ETF (SGOV), Don’t Outlive Your Nest Egg: Strategies to Make Savings Last, Small Cap Stocks, WW International, Inc. (WW), Elon Musk's $1 Trillion Pay Package, Amdocs Limited (DOX), Federal National Mortgage Association (FNMA), Social Media.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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  • Annuities Demystified: Types, Payouts, and Trade-Offs
    We will look into a plain-English guide on how annuities work, from fixed to variable and indexed options, plus fees and guarantees to watch.Today's Stocks & Topics: Trex Company, Inc. (TREX), Devon Energy Corporation (DVN), Market Wrap, Annuities Demystified: Types, Payouts, and Trade-Offs, Southern Copper Corporation (SCCO), Dow Inc. (DOW), Cognizant Technology Solutions Corporation (CTSH), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, China’s Gold, Young Investor Looking for Advised, The Brink's Company (BCO), Tyson Foods, Inc. (TSN), Roche Holding AG (RHHBY), Stocks Are Falling.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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  • Boomers are less bullish on ETFs—should they be?
    New research shows that despite ongoing investor demand for exchange-traded funds, baby boomers appear to be bucking the trend, and there may be a good reason for it. Today's Stocks & Topics: Vanguard Long-Term Corporate Bond Index Fund ETF Shares (VCLT), East West Bancorp, Inc. (EWBC), Boomers are less bullish on ETFs—should they be?, McKesson Corporation (MCK), Fidelity 401k Plan, Insurance Companies and Private Equity Markets, Robo Global Robotics and Automation Index ETF (ROBO), Cardinal Health, Inc. (CAH), Streaming Prices, Vanguard Health Care Index Fund ETF Shares (VHT), Index Concentration.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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Sobre InvestTalk

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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