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

InvestTalk

InvestTalk is your daily guide to stock market analysis, portfolio management, and unbiased financial education. Hosted by experienced wealth managers Justin Klein and Luke Guerrero, CFA, of KPP Financial, this daily investing podcast cuts through the noise to answer your specific investment questions. With over 60 million downloads, InvestTalk is trusted by investors who want institutional-grade research and actionable strategies. Every weekday, Justin and Luke break down complex macroeconomic trends and discuss highly searched topics, including stock and ETF analysis, 401(k) and retirement o...

Author

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

Category

Business

Podcast website

redcircle.com

Latest episode

Jul 11, 2026

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Episodes

InvestTalk 4-25-2024 – Understanding the Difference Between the CPI and PCE Indexes 26.04.2024

Inflation is top of mind for investors, but there’s more than one way to measure consumer prices.   Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing. Our Sponsors: * Check...

InvestTalk 4-24-2024 – Should You Pay Off Your Mortgage Early or Invest? 25.04.2024

Higher safe yields in 2024 upend the old rules related to mortgage paydown.   Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify...

InvestTalk 4-23-2024 – You Can Make IRA Contributions at Any Age, but Should You? 24.04.2024

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation.   Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at An...

InvestTalk 4-22-2024 – What Caused This Year’s Stock Market Rally to Stall and What Happens Next? 22.04.2024

Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022.   Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia...

InvestTalk 4-19-2024 – Mortgage Rates Have Surged Past 7% 20.04.2024

Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon. (Is there a sensible play for wannabe home buyers?)   Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%...

InvestTalk 4-18-2024 – Do You Check Your Financial Health? 19.04.2024

You should and there are a couple of easy ways to get started.   Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity. Our Sponsors: * Check out Anthropic and use my code Cl...

InvestTalk 4-17-2024 – 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade 18.04.2024

As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years. (That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.)   Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resour...

InvestTalk 4-16-2024 – Why Is Inflation Still So Sticky? 17.04.2024

Start by blaming rising housing costs and higher gas prices.   Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jone...

InvestTalk 4-15-2024 – Does a Focus on Dividend Growth Add Value in Down Markets? 16.04.2024

Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors.   Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Real...

InvestTalk 4-12-2024 – The Dangerous Myth of ‘The New Normal’ 12.04.2024

The odds are against those who believe this time is different.   Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyw...

InvestTalk 4-11-2024 – Does the Fed Have A 'Real Problem' On Its Hands? 12.04.2024

The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace.   Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc.,...

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators 10.04.2024

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts.   Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer...

InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations? 10.04.2024

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years.   Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, Wha...

InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable? 09.04.2024

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year.   Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wro...

InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio 06.04.2024

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.   Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GE...

InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings? 04.04.2024

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings.   Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc....

InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit? 03.04.2024

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers.   Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings...

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think 02.04.2024

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.   Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB...

InvestTalk 4-1-2024 – Could the Bull Market Unravel? 02.04.2024

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks.   Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems...

InvestTalk 3-29-2024 – Best of Caller Questions 29.03.2024

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: 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...

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands 29.03.2024

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023. Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS) Justin’s top...

InvestTalk 3-27-2024 – History Teaches That the Fed Has Made Two Major Mistakes 28.03.2024

As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates.   Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson W...

InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement? 27.03.2024

Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent.   Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshi...

InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028 26.03.2024

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize.   Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Cent...

InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think? 23.03.2024

Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever.   Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halo...

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