InvestTalk

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...

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023. (What can we learn from looking at the "under-performers"?) Today's Stocks & Topics: How ESG Should be Regulated, Landlords Cutting Rents, Job Openings, HII - Huntington Ingalls Industries Inc., SCHW - Charles Schwab Corp., ENPH - Enphase Energy Inc., Unit Trust Fun...

Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come.   Today's Stocks & Topics:  The Apartment Market, Migration and Real Estate, Lithium Prices, Oil Companies, CNQ - Canadian Natural Resources Ltd., IMO - Imperial Oil Ltd., Retirement Plans, LC – Lending Club Corp., COIN - Coinbase Global Inc....

In December and January, mortgage rates began pulling back, and homebuyers surged ahead.   Today's Stocks & Topics:  Gas Prices, Tesla Reports Record Sales, VBR - Vanguard Small-Cap Value ETF, Bond Ladders, SGOV - iShares 0-3 Month Treasury Bond ETF, VGT - Vanguard Information Technology ETF, PFE - Pfizer Inc., BLK - BlackRock Inc., BX - Blackstone Inc., SCHW - Charles Schwab Corp., WU - W...

After a brutal 2022, stocks and bonds posted gains during the first quarter.   Today's Stocks & Topics:  Metaverse, Individual Investors, Private Markets, FSLR - First Solar Inc., Shorting, PLBY - PLBY Group Inc., JEPI - JPMorgan Equity Premium Income ETF, Buying a Preferred Stock, TECK - Teck Resources Ltd. Cl B., VIOV - Vanguard S&P Small-Cap 600 Value ETF, IVE - iShares S&P 500...

Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance among bond funds.   Today's Stocks & Topics:  Consumer Sentiment, Blackstone CEO, IIPR - Innovative Industrial Properties Inc., LifeLock, LUMN - Lumen Technologies Inc., SCHW - Charles Schwab Corp., EQT - EQT Corp., ADM - Archer Daniels Midland...

The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.   Today's Stocks & Topics:  Tech Layoffs, China, and Russia, Metaverse, EVR - Evercore Inc. Cl A, SEIC - SEI Investments Co., Banks, and Long-Term Mortgages, CDNS - Cadence Design Systems Inc., SNPS - Synopsys Inc., AMT - American Tower REIT, IIPR - Innovati...

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations thereof spanning nearly every conceivable asset class.   Today's Stocks & Topics:  Commercial Real Estate, Chip Makers, Renewable Energy, SCHW - Charles Schwab Corp., ATVI - Activision Blizzard Inc., KRE - SPDR S&P Regional Banking ETF, Tra...

Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both.   Today's Stocks & Topics:  The Fed, Suze Orman's 5 Things About Money, Rich People Are Moving Out Of New York, BNS - Bank of Nova Scotia, BAC - Bank of America Corp., TBIL - US Treasury 3 Month Bill ETF, Treasuries, SPAXX - Fidelity Government Money Market Fund, LEG - Leggett & Platt...

One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market financial conditions.   Today's Stocks & Topics:  Money Flow, The Global Gold Market, Housing Market, AI - C3.ai Inc., Margin Investing, 529-Plan, UTL - Unitil Corp., MRO - Marathon Oil Corp.   Justin's PERSPECTIVE looks bac...

More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity Investments.   Today's Stocks & Topics:  Is the Fed Backing Off, Treasury Bills, Commercial Real Estate in More Trouble, HIFS - Hingham Institution for Savings, Foreclosures, JNJ - Johnson & Johnson, BAC - Bank of America Corp., IRM - Iron...

For starters, a wide range of consumer finances — from mortgages and credit cards to student loans, auto loans and savings — will be affected by the rate increase.   Today's Stocks & Topics:  DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., COWZ - Pacer U.S. Cash Cows 100 ETF, COIN - Coinbase Global Inc., LAKE - Lakeland Industries Inc., RBLX - Roblox Corp., The Fed and Bank Crisi...

Higher mortgage rates have been cooling home prices since last summer, and for the first time in a record 131 consecutive months — nearly 11 years — prices were lower on a year-over-year comparison.   Today's Stocks & Topics:  Apple and Microsoft, FCC on Earnings Manipulation, Tiger Global, FANG - Diamondback Energy Inc., REZ - iShares Residential & Multisector Real Estate ETF, SBRA -...

Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger.   Today's Stocks & Topics:  Housing Sales, Interest Rates, Treasury Secretary Janet Yellen on Small Banks, Retirement, SWBI - Smith & Wesson Brands Inc., RIO - Rio Tinto PLC ADR, AVUV - Avantis U.S. Small-Cap Value ETF, VVR - Invesco Senior Income Trust, MSFT - Microsoft Corp., PA...

Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income.   Today's Stocks & Topics:  Current Economic Data, Tiger Global, Banks, MSFT - Microsoft Corp., MU - Micron Technology Inc., SO - Southern Co., FNV - Franco-Nevada Corp., Oil Stocks, SPYV - SPDR Portfolio S&P 500 Value ETF, IUSV - iShares Cor...

During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals.   Today's Stocks & Topics:  NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, Bank Crisis, Portfolio Management, PXD - Pioneer Natural Resources Co., CARR - Carrier Global Corp., DVN - Devon...

A retest of October’s lows could add increased downward pressure on WTI crude and energy stocks may struggle given the surplus and weakening demand outlook.   Today's Stocks & Topics:  First Republic Bank, The Fed Balance Sheet, Retail News, Inflation, CVS - CVS Health Corp., Energy Sector, Commodities, STRL - Sterling Infrastructure Inc., VFC - VF Corp., NGL - NGL Energy Partners LP, VXUS...

Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators’ efforts to shore up the industry. (They say that other institutions with unrealized losses or uninsured depositors still could be at risk.)   Today's Stocks & Topics:  SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International Corp., WRB - W.R. Berkley Corp., IP -...

The yield curve is inverting, and cash yields look more attractive than they have in years.   Today's Stocks & Topics:  CPI Numbers, How to Get Rich, CVS - CVS Health Corp., CCL - Carnival Corp., Bond Investing, KRO - Kronos Worldwide Inc., IAT - iShares U.S. Regional Banks ETF, FITB - Fifth Third Bancorp, KRNY - Kearny Financial Corp., AER - AerCap Holdings N.V., PNC - PNC Financial Servi...

Three significant banks with heavy exposure to startups or crypto have collapsed or were shuttered in the past week.   Today's Stocks & Topics:  Shell Patch, Investments, Retirement Rules, PHM - PulteGroup Inc., KEY - KeyCorp, WCC - Wesco International Inc., ASML - ASML Holding N.V., GPK - Graphic Packaging Holding Co., Fed Rates. Our Sponsors: * Check out Anthropic and use my code Claude....

Data showed there were 1.9 job openings for every unemployed person in January, so with a tight labor market and strong inflation readings, the FED is preparing to increase interest rates again.   Today's Stocks & Topics:  2-year Treasury, The Beige Book, Jobs Report, AMZN - Amazon.com Inc., Dividends, EME - EMCOR Group Inc., PFE - Pfizer Inc., The VIX Contango, Interest Rates.   Plus: Key...

Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance. (It’s important to make actionable plans to reach your goals.)   Today's Stocks & Topics:  EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or...

After posting extraordinarily strong returns to start the year, the stock market retreated 2.31% in February 2023.   Today's Stocks & Topics:  Housing Market, Tech Companies and a Recession, Retirement Funds, IVOG - Vanguard S&P Mid-Cap 400 Growth ETF, Stocks Buyback, COLB - Columbia Banking System Inc., IYR - iShares U.S. Real Estate ETF, EWRE - Invesco S&P 500 Equal Weight Real E...

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: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocati...

The Institute for Supply Management reported last week that manufacturing, which accounts for 11.3% of the economy, contracted for a fourth straight month in February. (With the Federal Reserve expected to keep hiking interest rates into summer, a swift turnaround in manufacturing is, however, unlikely.)   Today's Stocks & Topics:  Robotics, Blackstone REIT, Credit Cards, IIPR - Innovative...