InvestTalk

Since the outbreak of the coronavirus pandemic, defaults have surged to a record high. (Financial experts say the figures highlight the depth of China’s economic downturn.)   Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The...

Inflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates.   Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA),...

The Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office. (According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.)   Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Po...

In 2024, the SEC will use investigative tools powered with artificial intelligence to better identify companies that violate disclosure requirements.   Today's Stocks & Topics: EXPE - Expedia Group Inc., CRWD - CrowdStrike Holdings Inc. Cl A, The Economy, HA - Hawaiian Holdings Inc., ALK - Alaska Air Group Inc., PLUG - Plug Power Inc., Deflation. Our Sponsors: * Check out Anthropic and use...

Retirement isn’t just freedom from work, instead it can be the freedom to do your life’s work. Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Our Sponsor...

Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.   Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmenta...

How to balance the tax and investment considerations.   Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check...

The Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023.   Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Sp...

The infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages.   Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technolog...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Compa...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Financial Advisors vs. Planners, Ex-Dividends, Trading, Selling Property, IPOs, Politics and Investing, Retirement, When to Sell, 401K and Mortgage, Collecting Social Security, Mutual Funds vs ET...

As you age, the rules for withdrawing money from your IRA change.   Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthro...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Inv...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Lo...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, T...

After it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024.   Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institut...

A buy-and-hold approach won out in a head-to-head model.   Today's Stocks & Topics: JOBY - Joby Aviation Inc., TSCO - Tractor Supply Co., AGCO - AGCO Corp., INMD - InMode Ltd., INTC - Intel Corp., Cash Balance Plan, Earnings, TSLQ - AXS TSLA Bear Daily ETF, NVDS - AXS 1.25X NVDA Bear Daily ETF, NFE - New Fortress Energy LLC Cl A, IBM Replacing 401(k) Match. Our Sponsors: * Check out Anthro...

Inverse ETFs can act like insurance for an investor's portfolio, but they're not recommended for everyone.   Today's Stocks & Topics: SKX - Skechers USA Inc. Cl A, Municipal Bonds, SWKS - Skyworks Solutions Inc., PODD - Insulet Corp., Inverse ETFs, The U.S. Credit Rating, TOST - Toast Inc., LECO - Lincoln Electric Holdings Inc., A-I and Earnings Transcripts.   Justin's PERSPECT...

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets.  (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.)   Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuvee...

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Me...

The market share of ETFs, relative to that of mutual funds, has swollen to almost 30%.   Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a...

Construction companies are benefiting as manufacturing returns to the U.S.   Today's Stocks & Topics: LEU - Centrus Energy Corp., Treasury Bills and Bonds, EFR - Eaton Vance Senior Floating-Rate Fund, K - Kellanova, HRL - Hormel Foods Corp., Corporate Bond Market, TSLY - YieldMax TSLA Option Income Strategy ETF, CVX - Chevron Corp., CHWY - Chewy Inc. Cl A, Skills Gap. Our Sponsors: * Check...

The housing market has been tough for prospective home buyers due to high mortgage rates and a supply crunch. Today's Stocks & Topics: WOOF - Petco Health & Wellness Co. Inc., NI - NiSource Inc., Collecting Social Security, STG - Scandinavian Tobacco Group, The Fed and The Treasury. Justin's PERSPECTIVE looks at the phenomenon of "unrealized security losses" at the BIG BAN...

Depending on hypothetical portfolio returns and individual income requirement forecasts, there will be various model assumptions.   Today's Stocks & Topics: MO - Altria Group Inc., WDS - Woodside Energy Group Ltd. ADR, LNG - Cheniere Energy Inc., Jobs Report, XLE - Energy Select Sector SPDR ETF, When to Sell, End of the New Normal.   Plus: Key Benchmark Numbers and Market Comments for: Tre...