InvestTalk

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 -...

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...

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. Our Sponsors: *...

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 Sc...

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 P...

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 Cor...

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 di...

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., E...

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 - Sp...

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, Br...

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...

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...

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.,...

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...

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 - T...

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 F...

One billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%.   Today's Stocks & Topics: KEY - KeyCorp., Savings Account, Market Wrap, BLD - TopBuild Corp., Is A-I a Bit 'Overhyped' in the Short Term?, XLB - Materials Select Sector SPDR ETF, VAW - Vanguard Materials ETF, Earnings Season, OPCH - Opt...

Market returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date.   Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & Hers Health Inc., RYI - Ryerson Holding Corp., Is It Possible to See Opportunities After a Tough Month for Stocks, Interest Rates and Homes, Senior Loan Officer Opinion Survey, RVMD...

The unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024.   Today's Stocks & Topics: ODFL - Old Dominion Freight Line Inc., Marke Wrap, AVMV - Avantis U.S. Mid Cap Value ETF, Job Growth Took a Hit in April and Unemployment Rose, PLTR - Palantir Technologies Inc., N...

Expert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed.   Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Starbucks Corp., Why Hundreds of U.S. Banks May Be at Risk of Failure, GT - Goodyear Tire & Rubber Co., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and...

Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today.   Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Tru...

Citing a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service.   Today's Stocks & Topics: TGT - Target Corp., Market Wrap, JACK - Jack in the Box Inc., The Business of Healthcare Is Complicated, SPLG - SPDR Portfolio S&P 500 ETF, PKB - Invesco Building & Construction ET...

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations. (This has to do with the implications for expected returns.)   Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line...

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman. (Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.)   Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rul...

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: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict...