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

InvestTalk

Business EN ↓ 2145 episodes

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

4-22-2022 – Playing It Too Safe with Finances Could Make It Harder to Reach Full Potential 23.04.2022 46:20

Know where you want to go with financial objectives and manage your risk tolerance. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Elon Musk Bid, BLK - BlackRock Inc., Equity & Retirement, PYPL - PayPal Holdings Inc., ANTM - Anthem Inc., FSUTX - Fidelity Select Utilities Portfolio, SRE - Sempra, MESA - Mesa Air Group Inc. Plus: Key Benchmark Numbers and Market Comments for:...

4-21-2022 – Over 8% of Americans’ Total Household Spending Goes to Health-Care Costs 22.04.2022 47:27

A study of almost 24,000 employees at a major Fortune 100 company found that 61% of them chose the wrong plan for their needs. Today's Stocks & Topics: Low Contribution Limits, Four Percent Rule, Homeowners Associations, AIG - American International Group Inc., DIS - Walt Disney Co., CVS - CVS Health Corp., REGN - Regeneron Pharmaceuticals Inc., PYPL - PayPal Holdings Inc., AVGO - Broad...

4-20-2022 – Expense Ratios Vary by Investment Type 21.04.2022 46:13

It’s important to know what expense ratios are because they can eat away at your investment earnings. Today's Stocks & Topics: JXN - Jackson Financial Inc., Rising Rates, GRWG – Grow Generation Corp., ABB - ABB Ltd. ADR, DIS - Walt Disney Co., VOO - Vanguard S&P 500 ETF, CSTR - CapStar Financial Holdings Inc., CURLF - Curaleaf Holdings Inc. Our Sponsors: * Check out Anthropic and us...

4-19-2022 – How to Extract Income from a Retirement Portfolio 20.04.2022 45:58

There are different strategies for generating cash flows, from pure total return to income-centric approaches. Today's Stocks & Topics: GILD - Gilead Sciences Inc., Twitter, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, ETFs and Taxes, NFLX - Netflix Inc., QCOM - Qualcomm Inc., STOR - STORE Capital Corp., LAND - Gladstone Land Corp., Equal Weight vs. Market Weigh...

4-18-2022 – The Red-Hot U.S. Housing Market Is Beginning to Hit Levels Not Seen Since Last Housing Bubble 18.04.2022 46:34

Brokerage platform Redfin is seeing slightly more home listings with price cuts and fewer bookings for home showings. Today's Stocks & Topics: FTNT - Fortinet Inc., SCCO - Southern Copper Corp., Russian Oil, I-Bonds, QYLD - Global X NASDAQ-100 Covered Call ETF, WBD - Warner Bros. Discovery Inc. Series A, T - AT&T Inc., TECK - Teck Resources Ltd. Cl B, BIG - Big Lots Inc., Retail Sal...

04-15-2022 - Best of Caller Questions - Good Friday Show 15.04.2022 46:34

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: Low Risk Investment, Roth I-R-A, Options & Covered Calls, Corporate Bonds, Buying Real Estate, Selling Personal Residence, Setting Up an Account, Cryptocurrency Law, Selling Put Options, Sell...

4-14-2022 – Calculating Your Personalized Inflation Rate Could Be Beneficial 15.04.2022 46:02

How your family spends money is almost certainly different from the typical U.S. household. Today's Stocks & Topics: Recession, Elon Musk, Inflation, Mortgages, Jobless Claims, IBM - International Business Machines Corp., X - United States Steel Corp., Umbrella Insurance, TECK - Teck Resources Ltd. Cl B, INMD - InMode Ltd., DOOR - Masonite International Corp., Cannabis Sector, ATER - At...

4-13-2022 - Before You Leap into an 'ARM' Be Sure You Fully Understand the Risks 13.04.2022 45:10

The appeal of an adjustable-rate mortgage can be the lower initial interest rate compared with a traditional 30-year fixed-rate mortgage-- however, that ARM rate can change down the road. Today's Stocks & Topics: EVA - Enviva Inc., Schedule K-1, Consumer Price Index, Producer Tax Index, Earnings Season, Oil Finds, T - AT&T Inc., WBD - Warner Bros. Discovery Inc. Series A, AMZN - Ama...

APRIL RAPID FIRE HOUR 13.04.2022 1:02:04

In this free Rapid Fire Hour podcast, InvestTalk hosts Justin Klein and Steve Peasley provide unbiased answers to 30 caller questions. Topics include: XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, SKYX - SQL Technologies Corp., CEG - Constellation Energy Corp., FANG - Diamondback Energy Inc., ZEN - Zendesk Inc., REZ - iShares Residential & Multisector Real Estate E...

4-12-2022 - Could It Be Possible That Inflation Has Already Peaked? 13.04.2022 45:40

One prominent analyst thinks so and is predicting that inflation will move down “sharply” as consumers shift their spending to services. Today's Stocks & Topics: ATER - Aterian Inc, Saving Money to Buy a House, Natural Gas, Used Car Sales, KRE - SPDR S&P Regional Banking ETF, Trailing Stops, OXY - Occidental Petroleum Corp., 457 Rollover, AREC - American Resources Corp., Hedging Aga...

4-11-2022 - Do Stock Splits Change a Company's Underlying Fundamentals? 12.04.2022 45:06

A stock split could theoretically boost retail share ownership because a cheaper stock price is more accessible to a wider range of investors. Today's Stocks & Topics: CUBI - Customers Bancorp Inc., Loans, Housing Prices, SRC - Spirit Realty Capital Inc., Moving Averages, Amazon Split, Series I Savings Bonds, WEC - WEC Energy Group Inc., AMAT - Applied Materials Inc., Equity Summary Sco...

4-8-2022 - Is 'Bond Market Turmoil' Unavoidable? 09.04.2022 45:16

One market researcher is arguing that the Federal Reserve's original projection for 'transitory' inflation was one of the worst forecasts in FED history-- and it has had a ripple effect. Today's Stocks & Topics: FIGS - FIGS Inc., Consumer Credit Report, Retirement Plans, VIXY - ProShares VIX Short-Term Futures ETF, MU - Micron Technology Inc., CVX - Chevron Corp., Interest R...

4-7-2022 - What Does ‘Shrink the FED Balance Sheet' Mean? 08.04.2022 46:17

Fed officials reached consensus at their March meeting that they would begin reducing the central bank balance sheet by $95 billion a month, likely beginning in May. Today's Stocks & Topics: Margin Investing, HUN - Huntsman Corp., SHW - Sherwin-Williams Co., Zelle, C - Citigroup Inc., HRTG - Heritage Insurance Holdings Inc., Housing Market, ALLY - Ally Financial Inc., Selling Covered Ca...

4-6-2022 - What Should Investors Make of Musk's Large Twitter Stake? 07.04.2022 44:57

Unlike other major media companies, Twitter has no controlling shareholder, giving rise to takeover speculation. Today's Stocks & Topics: LOW - Lowe's Cos., AA - Alcoa Corp., Selling Put Options, GOOGL - Alphabet Inc. Cl A, GOOG - Alphabet Inc. Cl C, Walls Street and Energy, RBLX - Roblox Corp., PYPL - PayPal Holdings Inc., Cryptocurrency, Selling a Personal Residence, Natural Gas P...

4-5-2022 - You Invest in the Stock Market, Should You Also Consider Metaverse and Crypto? 06.04.2022 43:41

If you’re an investor looking for capital appreciation, the stock market has always been a top choice—however, two new investment areas might offer opportunities if you can handle the risk. Today's Stocks & Topics: WLL - Whiting Petroleum Corp., U.S-Russia Bonds Payments, Cryptocurrency Taxes, The Fed, CNQ - Canadian Natural Resources Ltd., ENB - Enbridge Inc., LNG - Cheniere Energy Inc...

4-4-2022 - Is There a Strategy to Prevent a Portfolio Flatline? 05.04.2022 47:23

With inflation climbing, and after the yield curve inversion, the R-word is getting tossed around more frequently. Today's Stocks & Topics: HCA - HCA Healthcare Inc., THC - Tenet Healthcare Corp., KMI - Kinder Morgan Inc., Combating Higher Inflation, Consumers, SBRA - Sabra Healthcare REIT Inc., Options & Covered Calls, FCX - Freeport-McMoRan Inc., HEES - H&E Equipment Services...

4-1-2022 - SEC Targets SPACs With Rules on Inflated Business Forecasts, Merger Disclosures 02.04.2022 46:46

The SEC says investors deserve the protections they receive from traditional IPOs. Today's Stocks & Topics: IRM - Iron Mountain Inc., Jobs Report, The Yen, Oil Reserves, AMZN - Amazon.com Inc., ARE - Alexandria Real Estate Equities Inc., XT - iShares Exponential Technologies ETF, VOO - Vanguard S&P 500 ETF, RIO - Rio Tinto PLC ADR, Low Risk Investment. Plus: Key Benchmark Numbers...

3-31-2022 - Mortgage Refinance Demand Plunges 60%, As Rates Hit Their Highest Level Since 2018 01.04.2022 46:37

In addition to rising mortgage rates, home buyers continue to face sky-high prices and record low supply. Today's Stocks & Topics: SO - Southern Co., TXN - Texas Instruments Inc., FHN - First Horizon Corp., FB - Meta Platforms Inc., CV - SCVS Health Corp., WBA - Walgreens Boots Alliance Inc., UVXY - ProShares Ultra VIX Short-Term Futures ETF, NKE - Nike Inc. Cl B, CNXC - Concentrix Corp...

3-30-2022 - Is International Diversification Necessary? 31.03.2022 47:00

Adding overseas exposure is one of the first steps toward a diversified portfolio but these investments are subject to many factors that can lead to divergent performance. Today's Stocks & Topics: VWDRY - Vestas Wind Systems A/S ADR, Purchasing a Car, RH - RH, Ukraine War, Congress and 401k, BGS - B&G Foods Inc., CD Options, FOCPX - Fidelity OTC Portfolio, Retirement, Environmental,...

3-29-2022 - Consumer Sentiment Drops to New Decade-Long Low 29.03.2022 41:59

The University of Michigan Consumer Sentiment Index (MCSI)-- a monthly survey of how consumers feel about the economy, personal finances, business conditions-- ended March with a 30% decline from one year ago. Today's Stocks & Topics: UNM - Unum Group, Job Openings, New Covid Lockdown in China, ICLN - iShares Global Clean Energy ETF, Street Market, PLBY - PLBY Group Inc., CROX - Crocs I...

3-28-2022 - 5-Year and 30-Year Treasury Yields Inverted Briefly Sparking Recession Fears 29.03.2022 47:42

Historically, the yield curve has inverted prior to recessions, with investors selling out of short-dated government debt and buying into longer-dated bonds. Today's Stocks & Topics: CLF - Cleveland-Cliffs Inc., Dividends, SBLK - Star Bulk Carriers Corp., Portfolio Management, Commodities, RIG - Transocean Ltd., BA - Boeing Co., Airlines, AT&T and Warner Bros. Merge, Part Time Retir...

3-25-2022 - How COVID-19 Changed Investing 26.03.2022 46:30

In the past 2 years, supply chains essentially stopped working, consumer prices surged, and the market welcomed scores of new retail investors. Today's Stocks & Topics: DSKE - Daseke Inc., Home Sales, Earnings Season, Oil Production in United States, How to Invest as A Minor, CRWD - CrowdStrike Holdings Inc. Cl A, LULU - Lululemon Athletica Inc., MU - Micron Technology Inc., PPG - PPG I...

3-24-2022 - Pandemic Fallout: Buyer's Remorse Revealed in the Housing Market 25.03.2022 47:01

Home values increased nearly 20% between September 2020 and September 2021, when many millennials maxed out their budget and then later regretted that decision. Today's Stocks & Topics: RTX - Raytheon Technologies Corp., LMT - Lockheed Martin Corp., FDX - FedEx Corp., Energy Insecurity, The Fed, Generating Income Abroad, GILD - Gilead Sciences Inc., SCHD - Schwab US Dividend Equity ETF,...

3-23-2022 - Should Dividend Investors Be Concerned Over Higher Interest Rates? 24.03.2022 47:03

Historically, the highest-yielding stocks have underperformed those that either don’t pay dividends or have lower yields during periods of rising interest rates. Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Uranium Supply, SHOP - Shopify Inc. Cl A, KHC - Kraft Heinz Co., SQ - Block Inc., P.E. Ratio, VAW - Vanguard Materials ETF, IRM - Iron Mountain Inc., 401k, Midtown Manhatt...

3-22-2022 - Investing During a Bear Vs. Bull Market 23.03.2022 44:58

As an investor, understanding these two scenarios is the key to determining what to do with your money. Today's Stocks & Topics: MOS - Mosaic Co., Farmers, First Trillionaire, GSK - GlaxoSmithKline PLC ADR, China Mobile Ltd., HNST - Honest Co. Inc., LLKKF - Lake Resources N.L., SPACs - Special-Purpose Acquisition Company, VTI - Vanguard Total Stock Market ETF, UEC - Uranium Energy Corp....