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

5-10-2021: The FED Is Warning of The Potential For ‘Significant Declines’ In Asset Prices 11.05.2021 47:30

According to the Federal Reserve, rising asset prices will pose increasing threats to the financial system if risk appetites fall. Today's Stocks & Topics: IIPR - Innovative Industrial Properties Inc., PDAC - Peridot Acquisition Corp. Cl A, ALL - Allstate Corp., NYT - New York Times Co. Cl A, Ethereum, Acorn Apps, QS - Quantum Scape Corp. Cl A, Exit a Losing Position, AGTC - Applied Gene...

5-7-2021: Washington State Governor Signs New Tax on Capital Gains Law 08.05.2021 49:12

The measure is controversial and there are legal challenges in the works, but will this type of tax spread to other states? Today's Stocks & Topics: FDX - FedEx Corp., AEIS - Advanced Energy Industries Inc., Jobs Report, Retirement, MSOS - AdvisorShares Pure US Cannabis ETF, Solar Industry, RIO - Rio Tinto PLC ADR, Alternative Currency, AFL - AFLAC Inc. TRIVIA QUESTION: "The airpla...

5-6-2021: Treasury Warns Of Need To Deal With National Debt Limit 07.05.2021 46:26

Given the unusual circumstances of the global pandemic, the Treasury Department says it will employ measures to avoid an unprecedented default on the national debt this summer. Today's Stocks & Topics: FXAIX - Fidelity 500 Index Fund, BCE - BCE Inc., Pivot Points, WW - WW International Inc., SPKE - Spark Energy Inc., 401k, QCOM - Qualcomm Inc., WW - WW International Inc., Sectors, Digita...

5-5-2021: What's Ahead for The Energy Sector? 06.05.2021 46:46

Some investors tend to disregard the energy sector because it makes up only about 3% of the entire market for stocks above a $25 million market cap. Today's Stocks & Topics: FSM - Fortuna Silver Mines Inc., BIO - Bio-Rad Laboratories Inc. Cl A, ETRN – Equitrans Midstream Corp., Average Price of a Stock, PINS - Pinterest Inc., Mortgages Rates, Self-Directed I-R-A, IRBT - iRobot Corp., UNI...

5-4-2021: The U.S. Economy Is Rebounding but Is Inflation Coming? 05.05.2021 47:23

The stock market has been soaring, but investors may still have plenty to worry about when it comes to the threat of inflation. Today's Stocks & Topics: SWIM - Latham Group Inc., POOL - Pool Corp., KHC - Kraft Heinz Co., Value vs. Growth, USO - U.S. Oil Fund LP, PTON - Peloton Interactive Inc., HCA - HCA Healthcare Inc., Personal Loans, XLB - Materials Select Sector SPDR ETF, NYCB - New...

5-3-2021: Verizon Exits Media Businesses 04.05.2021 47:31

After paying over $10 billion to acquire some of its high-profile properties, Verizon will sell its media group to private equity firm Apollo Global Management for close to $5 billion. Today's Stocks & Topics: VIAC – Viacom CBS Inc. Cl B, ABT - Abbott Laboratories, Debt, KMX - CarMax Inc., C - Citigroup Inc., WRK - WestRock Co., Bitcoin & Ethereum, SFM - Sprouts Farmers Market Inc.,...

4-30-2021: Biden Wants Higher Taxes On Inherited Property To Pay For His "American Families Plan" 01.05.2021 47:08

Financial experts recommend estate planning strategies to avoid a surprise tax bill. Today's Stocks & Topics: SHW - Sherwin-Williams Co., CLX - Clorox Co., SDIV - Global X SuperDividend ETF, Pros and Cons of a Trust, PCRFY - Panasonic Corp. ADR, Earnings, RHHBY - Roche Holding AG ADR, WMT - Walmart Inc. TRIVIA QUESTION: "How much did the LIST of the world's top 10 economies cha...

4-29-2021: After Marriage, Couples In 9 States Share Responsibility for Previous Debt 30.04.2021 46:52

In states with community property laws, including California, Nevada, and Texas, both partners equally share the responsibility for the repayment of previous debts. Today's Stocks & Topics: Portfolio Management, NVDA - NVIDIA Corp., Roth Conversion, Ponzi Scheme, Price vs. Value, BSX - Boston Scientific Corp., Mutual Funds, ETFs, RX - BioSyent Inc., Top Dividend Stocks, GNR - SPDR S&...

4-28-2021: Can You Avoid Making The 19 Common Mistakes That Trigger IRS Audits? 29.04.2021 46:19

The IRS Has Set May 17th as Tax Deadline but before you file make sure your return is not "asking for an audit". Today's Stocks & Topics: JEF - Jefferies Financial Group Inc., AAPL - Apple Inc., BABA - Alibaba Group Holding Ltd. ADR, WFG - West Fraser Timber Co. Ltd., AMD - Advanced Micro Devices Inc., CTT - CatchMark Timber Trust Inc., Options, UPS - United Parcel Service Inc. C...

4-27-2021: Expert: The 3 Biggest Real Estate Investing Mistakes 28.04.2021 32:38

Getting started without a lot of capital is risky but knowing what to avoid is helpful. Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, XT - iShares Exponential Technologies ETF, Farm Stocks, Portfolio Management, Z - Zillow Group Inc. Cl C, MHLD - Maiden Holdings Ltd., CURLF - Curaleaf Holdings Inc., IAT - iShares U.S. Regional Banks ETF, PSCF - Invesco S&P SmallCap Fi...

4-26-2021: What Are The 10 Basic Rules That Helped Warren Buffett Make $100 billion? 27.04.2021 47:22

Shares of Warren Buffett's Berkshire Hathaway company recently hit an all-time high and he says his strategies for smart investing are not too complicated. Today's Stocks & Topics: ELY - Callaway Golf Co., RDFN - Redfin Corp., Durable Goods, IBM - International Business Machines Corp., PSFE - Paysafe Ltd., MVIS - MicroVision Inc., ADM - Archer Daniels Midland Co., Commodities, HPQ -...

4-23-2021: SEC Crackdown: SPAC Transactions Come to A Halt 24.04.2021 46:25

In March alone, special purpose acquisition companies celebrated a milestone by breaking their 2020 issuance record but in April SPACs have stalled. Today's Stocks & Topics: SUBZ - Roundhill Streaming Services & Technology ETF, Mortgages, Growth Stocks vs. Value Stocks, ABNB - Airbnb Inc. Cl A, NOG - Northern Oil & Gas Inc., WOOD - iShares Global Timber & Forestry ETF, RCL -...

4-22-2021: Yelp Data Shows More Than One Half Million New Businesses Opened In The Past Year 23.04.2021 47:25

Following a challenging year, 2021 seems to be off to an encouraging start for local economies. Today's Stocks & Topics: GTBIF - Green Thumb Industries Inc., CHMI - Cherry Hill Mortgage Investment Corp., EOG - EOG Resources Inc., KALA - Kala Pharmaceuticals Inc., Portfolio Management, AWAY - ETFMG Travel Tech ETF, Fibonacci Retracement, DMTK - DermTech Inc., TGB - Taseko Mines Ltd., Heal...

4-21-2021: How COVID Has Changed America's Labor Force 22.04.2021 46:29

In 2020, the labor market shed 20.5 million jobs but with signs pointing toward recovery in many economic sectors, 1 in 4 workers may be planning to job-hop once the threat of the pandemic has subsided. Today's Stocks & Topics: SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF, F - Ford Motor Co., GM - General Motors Co., SIMO - Silicon Motion Technology Corp. ADR, Cryptocurre...

4-20-2021: Banks Lost Billions of Dollars in First Quarter Due To Archegos Fund Meltdown 21.04.2021 47:10

While Morgan Stanley was the biggest prime broker to Archegos, other banks suffered larger losses-- how could this happen? Today's Stocks & Topics: SLVO - Credit Suisse X-Links Silver Shares Covered Call ETN, NXPI - NXP Semiconductors N.V., Gold, SQ - Square Inc. Cl A, MO - Altria Group Inc., SWKS - Skyworks Solutions Inc., Sears, Voting for Board Members, CTMX - CytomX Therapeutics Inc....

4-19-2021: Evictions Continue as Many States Struggle to Distribute Relief Funds 20.04.2021 46:37

After the pandemic cost millions of Americans their jobs and left as many as 1 in 5 renters unable to keep up with their housing payments, Congress allocated more than $45 billion in rental assistance. Today's Stocks & Topics: WING - Wingstop Inc., Viable Sources, CNC - Centene Corp., PENN - Penn National Gaming Inc., Cryptocurrency, TSLA - Tesla Inc., Cannabis Market, LUMN - Lumen Techn...

APRIL RAPID FIRE HOUR 17.04.2021 49:07

In this free Rapid Fire Hour podcast, InvestTalk hosts Steve Peasley and Justin Klein provide unbiased answers to 26 caller questions. Topics include: Inflation, New Investor, Price to Sales, Utility Stocks, Stock Research, Growth vs. Value, Positions Going Down, Underperforming Stocks, Investing in Properties, Saving for College, First time Investor and Taxes, Net Income, Hyperinflation, ETFs and...

4-16-2021: Bank of America, JPMorgan Chase, and Wells Fargo Release Reserves And Profits Soar 17.04.2021 47:19

Following strong earnings from key companies and a March surge in retail sales, Bank of America, for example, has reported its Q1 earnings doubled year-over-year. Today's Stocks & Topics: CLOV - Clover Health Investments Corp. Cl A, PLYA - Playa Hotels & Resorts N.V., Retirement Value, AMWL - American Well Corp., ZSAN - Zosano Pharma Corp., Precious Metals, LUMN - Lumen Technologies...

4-15-2021: The New Chairman of The Securities and Exchange Commission Will Have A Crowded Agenda 15.04.2021 47:19

SEC commissioners are likely to call for action on the GameStop fallout, payment-for-order flow, fiduciary obligations, regulations around securities in the crypto space, and more. Today's Stocks & Topics: CANG - Cango Inc. ADR, SPGI - S&P Global Inc., HON - Honeywell International Inc., TYO - Direxion Daily 7-10 Year Treasury Bear 3X Shares, Mortgages & Insurance, FTCWX - Fideli...

4-14-2021: Consumer Prices Jumped More Than Expected, Pushed by A 9.1% Hike In Gasoline 15.04.2021 47:45

The Labor Department says consumer prices shot higher in March and they were given a boost by a strong recovery and year-over-year comparisons to a pre-COVID economy. Today's Stocks & Topics: JNJ - Johnson & Johnson, GRBK - Green Brick Partners Inc., PLBY - PLBY Group Inc., OKTA - Okta Inc. Cl A, High Yields, LRCX - Lam Research Corp., Retirement Money, IHI - iShares U.S. Medical Dev...

4-13-2021: 5 Ways to Squeeze Every Last Penny Out of Your 401(k) 14.04.2021 47:13

Having a 401(k) is good-- if you make the most of your employer-sponsored plan. Today's Stocks & Topics: SPXL - Direxion Daily S&P 500 Bull 3X Shares, Parallel Investing, XCEM - Columbia EM Core ex-China ETF, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, XOM - Exxon Mobil Corp., WDC - Western Digital Corp., NHI - National Health Investors Inc., Information Sources, F - Ford...

4-12-2021: Is The 'Gig Economy' Destined to Be Transformed? 13.04.2021 46:35

In Europe, Uber has been forced to reclassify 70,000 of its British drivers as workers and with a shortage of drivers in the U.S., Uber recently announced a $250 million driver stimulus. Today's Stocks & Topics: OGZPY - Gazprom PJSC ADR, MSFT - Microsoft Corp., Bitcoin, PFE - Pfizer Inc., Earnings Season, Junk Bonds, GEO - GEO Group Inc., Recession, Buying Stocks from Own Company, FB - F...

4-09-2021 - Best of Caller Questions 09.04.2021 47:05

Today's Stocks & Topics: Roth IRA, Mutual Funds, Rebuilding after Bankruptcy, Pullbacks, P.E. Ratio, High Yield, 200 Day Moving Average, New Roth I-R-A, Treasury Bonds, 15 or 30 Year Mortgage, Equity & Retirement, Exchange vs. O-T-C Stocks, Buy & Sell ETFs, Life Insurance, New Investor Question, Weak Dollar, Cannabis Companies, Starting Out, Stocks Indicators, Keep or Sell. Our Spo...

4-08-2021 - Best of Caller Questions 08.04.2021 46:51

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: Long-Short Mutual Funds, Investing for Kids, Over the Counter Stocks, ETFs, Cryptocurrency for Beginners, 401k, How Many Stocks in a Portfolio, Stocks Indicators, I-Bonds, Unusual Expectations, H...

4-7-2021: Report: Major Companies May Cut Salaries for Remote Workers 08.04.2021 47:21

Most American companies that did not offer remote work pre-pandemic did not have a policy in place regarding salaries and locations for remote workers-- but that may be changing. Today's Stocks & Topics: CLSK – Clean Spark Inc., MO - Altria Group Inc., CCJ - Cameco Corp., JETS - U.S. Global Jets ETF, BBL - BHP Group PLC ADR, VZ - Verizon Communications Inc., LVS - Las Vegas Sands Corp.,...