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

InvestTalk

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...

Author

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

Category

Business

Podcast website

redcircle.com

Latest episode

Jul 11, 2026

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Episodes

10-14-2020: What Can We Learn From Disney's Business Unit Restructuring Plans? 14.10.2020

COVID-19 is sending tidal waves through American business and the Walt Disney Company is reacting by reorganizing its content groups. Today's Stocks & Topics: T - AT&T Inc., Spending Package, BABA - Alibaba Group Holding Ltd. ADR, College Funds, ETFs Valuation, Gross Domestic Product (GDP), MO - Altria Group Inc., QCOM - Qualcomm Inc., Ron Baron. TRIVIA QUESTION: "Looking back to &...

10-13-20: How Much Retirement Money Should You Have Saved By Age 60? 14.10.2020

A TD Ameritrade report has revealed that 28% of adults ages 40 to 79 with at least $25,000 in investable assets have less than $50,000 in retirement savings.  Today's stocks and topics: Vanguard Energy ETF (VDE), Pacific Biosciences of California Inc. (PACB), Seritage Growth Properties Cl A (SRG), Alliance Data Systems Corp. (ADS), Southwest Airlines Co. (LUV), ETFMG Alternative Harvest ETF (M...

10-12-20: What Is Driving The Historic Demand For Life Sciences REITs? 13.10.2020

Venture-capital investment in the life sciences sector grew to a record rolling annual total of $17.8 billion in the second quarter. Today's stocks and topics: Lam Research Corp. (LRCX), Pfizer Inc. (PFE), Adobe Inc. (ADBE), Walt Disney Co. (DIS)  ALSO: Buying a house?, Bank stocks?, Dividends, 401(k), Low Yield interest can produce earnings that cannot keep up with inflation. Our Sponsors: *...

10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market 09.10.2020

The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right? Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day, Google & You Tube, Stimulus Talks, Put Options, PSI - Invesco Dynamic Semiconductors ETF, IYG - iShare...

10-08-2020: Amid A Pandemic, 3 Things You Should Know About Telemedicine 09.10.2020

The cost of a virtual health visit has changed for some people with insurance, so be prepared before you 'Zoom' with your doctor. Today's Stocks & Topics: ETFs, ICLN - iShares Global Clean Energy ETF, NVAX - Novavax Inc., Corporate Debt, WMT - Walmart Inc., Holding Stocks, TDS - Telephone & Data Systems Inc., RGR - Sturm Ruger & Co., CRSR - Corsair Gaming Inc., WELL - Wellt...

10-07-2020: Would A New Stimulus Package Produce A Sustained Market Rally? 08.10.2020

One analyst says that, historically, stimulus programs can play a role as a rally catalyst-- under certain conditions. Today's Stocks & Topics: AZO - AutoZone Inc., Dividend Reinvestment Plan (DRIP), Retirement Funds, T - AT&T Inc., MMM - 3M Co., SCCO - Southern Copper Corp., RGEN - Repligen Corp., Selling. TRIVIA QUESTION: "Everyone wants to hit a 'home run' with their sto...

10-06-2020: 6 Retirement-Planning Mistakes To Avoid When You Are In Your 60s 06.10.2020

By the age of 67, at a minimum, how much money should you have saved and do you sell stocks to buy more fixed-income assets? Today's Stocks & Topics: Gold Base Planning, VHT - Vanguard Health Care ETF, Capital Gains, HFC - HollyFrontier Corp., Money Market Funds, Asset Allocation, Covered Calls, MNK - Mallinckrodt PLC, PNW - Pinnacle West Capital Corp., 401k. Our Sponsors: * Check out Anth...

10-02-2020: Historical Records Teach What Generally Happens After A Brutal September Market 02.10.2020

Dow Jones Market data suggests that September losses don't have to translate into further October carnage. Today's Stocks & Topics: BUD - Anheuser-Busch InBev S.A. ADR, XOM - Exxon Mobil Corp., Trading History, PLUG - Plug Power Inc., JP Morgan Faces Fines, KERN - Akerna Corp., PNW - Pinnacle West Capital Corp., NIO - NIO Inc. ADR, The Fitness Industry. TRIVIA QUESTION: "I am think...

10-01-2020: Economic Recession Or Not, The IPO Market Is Set For A 'Flurry' Rivaling The Dot-Com Era 02.10.2020

The 10 largest IPOs have already raised a combined $14.7 billion, or 52% of the quarter’s proceeds. Today's Stocks & Topics: BIG - Big Lots Inc., PGX - Invesco Preferred ETF, LIN - Linde PLC, Oil Companies, GILD - Gilead Sciences Inc., Roth I-R-A, CVX - Chevron Corp., 2020 Presidential Candidates On The Economy, BP - BP PLC ADR. Our Sponsors: * Check out Anthropic and use my code Claude.ai...

09-30-2020: Famed Monetary Theorist Says Immediate Market Future Is 'Precarious' 30.09.2020

Wharton professor Jeremy Siegel thinks uncertainty is going to continue but the stock market “is looking forward to a really good run" next year. Today's Stocks & Topics: Pullback, House Sales, Index Universal Life Insurance, Social Security Benefits, RKT - Rocket Cos. Inc., IESC - IES Holdings Inc., Covered Calls, GS - Goldman Sachs Group Inc., Fraudulent Companies, DIS - Walt Disney...

09-29-2020: Is It Too Risky To Put New Money In Stocks Now? 30.09.2020

According to a Wells Fargo strategist, after excluding risks associated with the coming election, the newest coronavirus headlines imply a 2% to 4% downside from current levels. Today's Stocks & Topics: Home Prices, Investments Suggestions from from Shaquille O'Neal, STRA - Strategic Education Inc., SWBI - Smith & Wesson Brands Inc., The Election & The Stock Market, ESS - Essex...

09-28-2020: Source: Blue Cross Blue Shield Reaches A Tentative $2.7 Billion Antitrust Settlement 28.09.2020

Affected policyholders include roughly one-third of the U.S. population, and major employers such as General Motors, Microsoft, and Walmart. Today's Stocks & Topics: NEE - NextEra Energy Inc., ABEV - Ambev S.A. ADR, EWG - iShares MSCI Germany ETF, HEWG - iShares Currency Hedged MSCI Germany ETF, Gold, Oil Stocks, Covered Calls, GMRE - Global Medical REIT Inc., Closed-End Funds. Our Sponsor...

09-25-2020: Should Your Spending Priorities Ever Include An Expensive Vehicle? 26.09.2020

The difference between the monthly payment on a $50,000 pickup truck and a $20,000 car is enough to max out your individual retirement account in a given year. Today's Stocks & Topics: Harley-Davidson, SPH - Suburban Propane Partners L.P., CHDN - Churchill Downs Inc., NVDA - NVIDIA Corp., SCHW - Charles Schwab Corp., ZI - ZoomInfo Technologies Inc. Cl A, NOW - ServiceNow Inc. TRIVIA QUESTI...

09-24-2020: Opinion: The Real Danger For The Market Now Is-- You 24.09.2020

Reacting to short-term events as if they were permanent changes is problematic. Today's Stocks & Topics: CVX - Chevron Corp., Evaluation, COST - Costco Wholesale Corp., Real Assets, K - Kellogg Co., GILD - Gilead Sciences Inc., Barbell Strategy, Oil. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use...

09-23-2020: 3 Things To Keep In Mind As You Handle Market Volatility 23.09.2020

The average person saving for retirement might experience as many as seven recessions but, in the long-run, "panic selling" can backfire. Today's Stocks & Topics: GE - General Electric Co., Investing for Retirement, PTON - Peloton Interactive Inc., VIVO - Meridian Bioscience Inc., PZZA - Papa John's International Inc., GOLD - Barrick Gold Corp., WFC - Wells Fargo & Co., AAP...

09-22-2020: Opinion: The Markets Are Entering Their Most Treacherous Season 22.09.2020

Since 1952, the Dow industrials have averaged a 0.8% decline in presidential election years, while the S&P 500 index averaged a 0.7% drop. Today's Stocks & Topics: EXC - Exelon Corp., Roth I-R-A in Your 60s, Home Sales, The Election and Older Americans, Real Assets, EPD - Enterprise Products Partners L.P., BTI - British American Tobacco PLC ADR, WBA - Walgreens Boots Alliance Inc., CWH...

09-21-2020: Can We Expect More 'Pain Ahead' In The Mortgage Market? 21.09.2020

The number of mortgages in active forbearance programs has declined but some borrowers have not recovered-- so the real test is ahead. Today's Stocks & Topics: HRB - H&R Block Inc., STT - State Street Corp., Minimum Volatility, T - AT&T Inc., Leveraged Oil & Gas ETFs, DHI - D.R. Horton Inc., ETFs, LYD – LYDEC, TGT - Target Corp., Ray Dalio. Our Sponsors: * Check out Anthropic a...

09-18-2020: Is It Time For Income Seeking Investors To Take A Fresh Look At Utility Stocks? 18.09.2020

While equity indices have risen to records and bond yields have sunk to all-time lows, utility stocks are being left behind. Today's Stocks & Topics: T - AT&T Inc., VZ - Verizon Communications Inc., SAIC - Science Applications International Corp., Volume, HT - Hersha Hospitality Trust Cl A, AMZN - Amazon.com Inc., FAANG Stocks, APOG - Apogee Enterprises Inc., INMD - InMode Ltd., 401k,...

09-17-2020: Home-builder Sentiment Soars To Record High, But There Is A Red Flag 17.09.2020

Builder confidence in the single-family home market again reached its highest reading in the survey’s 35-year history-- but there may be a catch. Today's Stocks & Topics: Unity Technologies IPO, TEVA - Teva Pharmaceutical Industries Ltd. ADR, BMY - Bristol Myers Squibb Co., Investing Accounts, Lower Rates, EHTH - eHealth Inc., MCD - McDonald's Corp., Steven Mnuchin Qualifications, ABBV...

09-16-2020: Are There Serious Risks In The Fed's New Strategy? 16.09.2020

The big issue in the world of central banking is last month’s official pivot to average inflation targeting-- but a rapid recovery means a faster pace of inflation. Today's Stocks & Topics: The Fed, SO - Southern Co., K - Kellogg Co., CLX - Clorox Co., BGS - B&G Foods Inc., IP - International Paper Co., PLTH - Planet 13 Holdings Inc., WRK - WestRock Co., DECK - Deckers Outdoor Corp., E...

09-15-2020: Treasury Secretary: ‘Now Is Not The Time To Worry’ About Deficit Or Fed Balance Sheet 15.09.2020

Steven Mnuchin says that the economic crisis warrants extraordinary stimulus from both Congress and the Fed. Today's Stocks & Topics: MET - MetLife Inc., Social Security, GM's Flying Car, LMND - Lemonade Inc., REITs and I-R-As, QDEL - Quidel Corp., BDX - Becton Dickinson & Co., Diversification, AMAT - Applied Materials Inc., JANWX - Janus Henderson Global Research Fund, TSLA - Tesl...

09-14-2020: Stock Dividends Were Ravaged By The Pandemic-- Is The Worst Over? 14.09.2020

Analyst: Recovery to pre-pandemic levels is not likely for at least two years, but dividend and buyback sentiment may already be rebounding. Today's Stocks & Topics: Emergency Funds, APT - Alpha Pro Tech Ltd., Outstanding Shares, CVS - CVS Health Corp., BTG - B2Gold Corp., NVDA - NVIDIA Corp., Market Makers, Taxes & 401k, GRMN - Garmin Ltd., Investing in Bitcoin. Our Sponsors: * Check...

09-11-2020: Leveraging Our Awareness On National 401(k) Day 11.09.2020

With only 70% of Americans financially prepared for retirement, understanding what you can do to make the dream of retirement a reality is important. Today's Stocks & Topics: Best Stock Price, CVS - CVS Health Corp., BGS - B&G Foods Inc., Roth I-R-A, EBIX - Ebix Inc., FDX - FedEx Corp., ABBV - AbbVie Inc., Snowflake IPO, VLO - Valero Energy Corp., HCSG - Healthcare Services Group Inc.,...

09-10-2020: German Bank Analyst: The 'Age Of Disorder' As Millennials Redistribute Wealth 10.09.2020

During this generational transformation, has the technology revolution caused permanent changes to our economy and society? Today's Stocks & Topics: BYND - Beyond Meat Inc., Retirement, NVDA - NVIDIA Corp., IBM - International Business Machines Corp., HE - Hawaiian Electric Industries Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, AMAT - Applied Materials Inc., Social Security, XOM...

09-09-2020: Opinion: Why The Fed’s New Inflation Policy Could Backfire 09.09.2020

A key 10-year measure of inflation expectations has nearly quadrupled since March, commodity prices are soaring, and the dollar has fallen to a nearly three-year low. Today's Stocks & Topics: VIPS - Vipshop Holdings Ltd. ADR, TPL - Texas Pacific Land Trust Sub. Share Cert, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR, Preferred Stocks, SRNE - Sorrento Therapeutics Inc., Jobs Openings, Ret...

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