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

InvestTalk

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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...

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

Episodes

6-16-2023 – Is Retiring Early a Realistic Goal? 17.06.2023 45:27

Knowing how to handle your money super-efficiently will help you reach financial freedom earlier. Today's Stocks & Topics : U.S. Factory Boom, Money Managers Are Set to Unload Up To $100 Billion Of Stocks, DRIP Stocks, Dividends, WSM - Williams-Sonoma Inc., BNS - Bank of Nova Scotia, ETFs Analysis, NET - Cloudflare Inc. Cl A, BIG - Big Lots Inc. Plus: Key Benchmark Numbers and Market C...

6-15-2023 - Best of Caller Questions 15.06.2023 46:50

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...

6-14-2023 - Best of Caller Questions 14.06.2023 46:50

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: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil...

6-13-2023 - Best of Caller Questions 13.06.2023 46:48

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: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicl...

6-12-2023 - Best of Caller Questions 12.06.2023 46:50

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...

6-9-2023 – Recession May Be Coming but Some Consumers Are Already Feeling Pain 10.06.2023 47:40

An economist and portfolio strategist at New York Life says aggregate data for the broader economy shows a bifurcation between lower- and middle-income segments of consumer spending. Today's Stocks & Topics : China’s Growth, Back to the Office, Stocks Might Lose 20% of Value, PLTR - Palantir Technologies Inc., JNJ - Johnson & Johnson, AMZN - Amazon.com Inc., Stock Valuation, SSTK - S...

6-8-2023 – Is More Bank Consolidation Likely and Would That Be Bad? 08.06.2023 46:05

Treasury Secretary Yellen says she expects bank consolidation and additional "issues” in the commercial real estate sector. Today's Stocks & Topics : NCLH - Norwegian Cruise Line Holdings Ltd., Fannie Mae Home Price Index, EV Batteries, Interest Rates, TWLO - Twilio Inc. Cl A, AVT - Avnet Inc., ONTO - Onto Innovation Inc., REGN - Regeneron Pharmaceuticals Inc., VBR - Vanguard Small-C...

6-7-2023 – SEC Chair Gensler: "We Don’t Need More Digital Currency" 08.06.2023 45:55

The Securities and Exchange Commission has filed a lawsuit against Coinbase alleging the company is acting as both an unregistered broker and an exchange. (What's going on here?) Today's Stocks & Topics : Global Economic Environment, U.S. is in a Carboard Box Recession, TBIL - US Treasury 3 Month Bill ETF, DE - Deere & Co., TGT - Target Corp., TXN - Texas Instruments Inc., BAC -...

6-6-2023 – How the Dot-Com and Tech Bubbles Compare 07.06.2023 45:14

A look at how investors can spot signs that funds are growing riskier. Today's Stocks & Topics : Cryptocurrency Industry, Recession, World Economic Growth, 457b Plan, LMT - Lockheed Martin Corp., BA - Boeing Co., CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, 401k Allocation, PANW - Palo Alto Networks Inc., KGC - Kinross Gold Corp., IIPR - Innovative Industrial Properties Inc. TRIVIA: &...

6-5-2023 – Could Small-Cap Stocks Be Setting Up to Take the Lead in the Market? 05.06.2023 46:46

Some analysts think that fading recession fears and cheap valuations make small-caps attractive. Today's Stocks & Topics : Deep Earnings Recession, Saudi Oil, HRB - H&R Block Inc., NAC - Nuveen California Quality Municipal Income Fund, TMST – Timken Steel Corp., EXR - Extra Space Storage Inc., META - Meta Platforms Inc., AAP - Advance Auto Parts Inc., DG - Dollar General Corp., Long...

6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023? 03.06.2023 46:34

One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy. (If a formal recession is declared, will it be short-lived?) Today's Stocks & Topics : Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, PRU - Prudential Financial Inc., SWVXX - Schwab Value Advantage Money Fund Investor, PKG - Packaging Corp...

6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas 02.06.2023 46:03

A combination of high inflation and a low level of savings are prompting many people to question their ability to retire well. (If investors act in four key areas, experts say it could help improve their lifestyles.) Today's Stocks & Topics : EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management,...

5-31-2023 – Markets Are Sounding Alarms on the World's Second Largest Economy 31.05.2023 45:31

Financial markets have been raising red flags recently about China's economy, but analysts say Wall Street is missing the big picture. Today's Stocks & Topics : NVIDIA Corp., Crypto Scams, Trash is Becoming Valuable, BTI - British American Tobacco PLC ADR, VTV - Vanguard Value ETF, BDRY - Breakwave Dry Bulk Shipping ETF, Emergency Funds, VICI - VICI Properties Inc., TER - Teradyne Inc....

5-30-2023 – How to Sequence Withdrawals in Retirement 31.05.2023 46:09

There are strategies to help retirees smooth out their tax bills in the drawdown phase. (One tip: Identify the tax bracket that you want to fill knowing it varies by investors.) Today's Stocks & Topics : Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices. TRIVIA : &#...

5-29-2023 - Best of Caller Questions - Memorial Day 29.05.2023 46:50

5-26-2023 – Can You Recession-Proof Your Portfolio? 27.05.2023 46:23

It could be worth examining how various asset classes have performed during economic downturns. Today's Stocks & Topics : Debt Ceiling, QCOM - Qualcomm Inc., TLT - iShares 20+ Year Treasury Bond ETF, Roth I-R-A, FOXA - Fox Corp. Cl A, PYPL - PayPal Holdings Inc., NEM - Newmont Corp. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic...

5-25-2023 – Why Is Crypto Acting Like a Risk Asset Again? 26.05.2023 47:28

Bitcoin and ether are on pace for their worst month of 2023, down 10% and 6%, respectively. Today's Stocks & Topics : Credit, Bank Deposits, Refilling the SPR, KTB - Kontoor Brands Inc., MMM - 3M Co., Money Market Funds, TROW - T. Rowe Price Group Inc., IP - International Paper Co., T - AT&T Inc., Bonds, TCS - Container Store Group Inc. Our Sponsors: * Check out Anthropic and use my co...

5-24-2023 – Could Require Minimum Distributions Cause You to Overspend? 25.05.2023 44:26

The calculations for RMDs are more conservative than many people realize—especially now. Today's Stocks & Topics : Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industri...

5-23-2023 – Are Index Funds and ETFs Good for Retirees? 24.05.2023 45:34

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction. Today's Stocks & Topics : Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales...

5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder? 23.05.2023 46:36

A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty. Today's Stocks & Topics : Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDA...

5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity? 20.05.2023 46:50

Aligning these concepts can help you make better portfolio decisions. Today's Stocks & Topics : PYPL - PayPal Holdings Inc., ET - Energy Transfer LP, National Debt, AMZN - Amazon.com Inc., GT - Goodyear Tire & Rubber Co., DVN - Devon Energy Corp., TGLS - Tecnoglass Inc., Inflation, Travel. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gas...

5-18-2023 – Oil Price Dip Ignores Burgeoning Chinese Demand and Imminent Supply Crunch 19.05.2023 46:10

The Paris-based International Energy Agency has warned that the ongoing pressure in oil prices neglects an accelerating demand outlook and looming supply tightness. Today's Stocks & Topics : AAPL - Apple Inc., Options, Buybacks, Student Loans, Home Prices, Investment Types, Growth vs. Value, HBI - Hanesbrands Inc., PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, MPW - Medical...

5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory? 18.05.2023 45:27

According to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May. Today's Stocks & Topics : Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC -...

5-16-2023 – How Do New I-Bond Rates Compare with CDs and Savings Accounts? 17.05.2023 43:56

With savings rates expected to cool later this year, some experts say I-Bonds may be the best way to grow your money. Today's Stocks & Topics : Retail Sales, Warren Buffett and Banks, Inflation, Oil, CF - CF Industries Holdings Inc., APLE - Apple Hospitality REIT Inc., ASIX - AdvanSix Inc., PLTR - Palantir Technologies Inc., Dividend Reinvestment, NEM - Newmont Corp., LDOS - Leidos Holding...

5-15-2023 – Is Investing in Emerging Markets Worth the Trouble? 16.05.2023 46:23

A look at the pros and cons and the available options for emerging-markets ETFs. Today's Stocks & Topics : Investors and The Market, MET - MetLife Inc., TOU - Tourmaline Oil Corp., IMO - Imperial Oil Ltd., National Debt, Mortgages, Index Funds, PYPL - PayPal Holdings Inc., EYEN - Eyenovia Inc., WHR - Whirlpool Corp., The Debt Ceiling. The PERSPECTIVE looks at the history of stock markets...