InvestTalk

In 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: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and...

Deciding whether to pay off a mortgage early or invest excess funds is a challenging financial dilemma. By comparing potential 8% investment returns to mortgage interest savings, while factoring in tax implications and retirement planning, it's possible to determine the optimal wealth-building strategy.   Today's Stocks & Topics: PERI - Perion Network Ltd., Market Wrap, MOH - Molina He...

The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructure, financials, and more.    Today's Stocks & Topics: SNOW - Snowflake Inc., BEAT - Heartbeam Inc., Market Wrap, CHWY - Chewy Inc. Cl A, Trump vs Bi...

The commercial real estate market is in turmoil as banks rush to sell off billions in office loans. We dive deep into this unfolding CRE crisis, examining its causes and potential consequences for the broader economy.   Today's Stocks & Topics: Real Estate, ABBV - AbbVie Inc., Market Wrap, POWL - Powell Industries Inc., CRE Crisis: Banks Unload Office Loans, NVDA - NVIDIA Corp., CVE - Ceno...

Warren Buffett, the legendary value investor, is making waves with his massive bet on blue-chip energy stocks like Occidental Petroleum (OXY). We reveal the 7 key factors behind this investment legend's bullish stance on the energy sector.   Today's Stocks & Topics: DOW - Dow Inc., LULU – Lulu Lemon Athletica Inc., Market Wrap, Health Care Investing, Why Buffet is Fueling Up on Energy...

The 2025 cost-of-living adjustment (COLA) for Social Security benefits is shaping up to be one of the lowest in recent years, potentially posing significant challenges for retirees living on fixed incomes.   Today's Stocks & Topics: ADBE - Adobe Inc., Market Wrap, The Wash-Sale Rule, Social Security COLA 2025: Retirees Face Challenges, WBA - Walgreens Boots Alliance Inc., Jobs Market, ITT...

The European Union has announced a significant increase in tariffs on Chinese-made electric vehicles, with hikes of up to 38%. This move will have far-reaching implications for the entire EV market in Europe, as automakers from various regions adjust their strategies to adapt to the new trade landscape. While Tesla's China-produced vehicles will be directly impacted by these higher import duti...

Nvidia's stock has been on a rollercoaster ride lately, surging to unprecedented heights before experiencing a sudden and sharp pullback, and then rebounding on Tuesday. This dramatic turn of events has left investors and analysts alike wondering: what led to Nvidia's meteoric rise, what factors are behind its recent stumble, and what lies in its future?   Today's Stocks & Topics:...

The single-family build-to-rent market has seen a remarkable surge in recent years, with the share of new homes built specifically for rental purposes growing from just 5% in 2021 to a staggering 10% in 2023. This explosive growth is driven by a combination of factors, including changing demographics, shifting lifestyle preferences, and the impact of the pandemic. What does this mean for the futur...

There 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...

Struggling 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...

In 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 Vehicl...

Challenges 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...

History 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 Sup...

The 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 I...

A 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 Retiremen...

According 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...

One 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...

What 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...

If 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...

According 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...

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. Ou...

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 -...

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. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal:...

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, Go...