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

01-13-20: In Many Areas, Renting Is More Affordable Than Buying And There Is A Common Factor 14.01.2020 46:47

Buying a home is the more affordable option in only 53% of housing markets across the U.S. Today's Stocks & Topics: Budget Deficit, 401k Expectations, ANET - Arista Networks Inc., LUV - Southwest Airlines Co., Real Estate Timing, HAL - Halliburton Co., Recession, Sectors, SLB - Schlumberger Ltd. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https:...

01-10-20: Survey: 77% Of Corporate CFOs Say The Economy Will Slow And The Stock Market Is Overvalued 11.01.2020 46:28

Chief financial officers surveyed by Deloitte said the economy will slow in 2020, though few expect a recession. Today's Stocks & Topics: What Should You Do If Stocks Fall, Best State To Retire To, Mortgages, AAPL - Apple Inc., Brexit, Growth Stocks vs. Value Stocks, AMD - Advanced Micro Devices Inc., NOK - Nokia Corp. ADR. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil...

01-09-20: Opinion: How A Trump Win In 2020 Could Reshape Housing Markets Across America 10.01.2020 46:08

Analysts say the 2016 presidential election may have influenced home-building activity in some areas more than others. Today's Stocks & Topics: Tech Stocks, Time To Be Bullish And Extremely Cautious, Taco Bell Announcement, Investing with Family Members, TGT - Target Corp., DPW - DPW Holdings Inc., 529 Plan, Oil Prices, Safe Investing in Gold, GDX - VanEck Vectors Gold Miners ETF, GLD -...

01-08-20: Survey: 70% of American Investors Wish They Had Handled Money Differently In 2019 09.01.2020 46:04

Deciding how much to invest is a highly individualized process that depends on personal goals and risk tolerance. Today's Stocks & Topics: IDLV - Invesco S&P International Developed Low Volatility ETF, MOS - Mosaic Co., NTR - Nutrien Ltd., After Hours Trading, Is the Market Overvalue?, UN - Unilever N.V. ADR, HBI - Hanesbrands Inc., Tight Labor Market. TRIVIA QUESTION: "How did...

01-07-20: Opinion: How To Play Stocks During Increased Volatility Sparked By U.S.-Iran Tensions 08.01.2020 46:09

Is it time for investors to call upon predetermined exit points to cut losses short and weigh portfolio risks? Today's Stocks & Topics: Age Discrimination, Cash or I-R-A, JAZZ - Jazz Pharmaceuticals PLC, Investing, Housing & Retirement, GDX - VanEck Vectors Gold Miners ETF, TSLA - Tesla Inc. Economic Numbers. TRIVIA QUESTION: "If you had invested $1,000 in Amazon on the FIRST d...

01-06-20: Private Equity’s Record $1.5 Trillion Cash Pile Comes With A New Set Of Challenges 07.01.2020 46:14

The flush of cash means more competition for the same deals but it could push up valuations. Today's Stocks & Topics: Gold, Tech Stocks, Reverse Mortgages, KARS – Krane Shares Electric Vehicles & Future Mobility Index ETF, DRIV - Global X Autonomous & Electric Vehicles ETF, TSLA - Tesla Inc., AAPL - Apple Inc., 401k, CGC - Canopy Growth Corp., CRON - Cronos Group Inc., MJ - ETFMG...

01-03-20: Give Up These 5 Things To Become Debt-Free in 2020 04.01.2020 45:35

People need to think ‘long game' because eliminating debt is a marathon that’s won through discipline and consistency. Today's Stocks & Topics: China, Buying a Home in 2020, Best Job with Zero Experience, Dividends, KHC - Kraft Heinz Co., Stock Prices, ZBRA - Zebra Technologies Corp. Cl A, DIV - Global X Super Dividend U.S. ETF, The KPP Premium Newsletter, Gold, Investing in Weapons,...

01-02-20: Opinion: Five Things That Could Go Wrong To Nullify The U.S. Economic Expansion In 2020 03.01.2020 46:35

The economy is in a good place, but risks abound, from a stock market reversal to geopolitical issues. Today's Stocks & Topics: Retirement Crisis, Manufacturing, Amazon & FedEx, AMC - AMC Entertainment Holding Inc. Cl A, Selling Stocks Too Early, BYND - Beyond Meat Inc., ILPT - Industrial Logistics Properties Trust, GEO - GEO Group Inc., BGS - B&G Foods Inc., SPG - Simon Property...

01-01-20: ENCORE - Some of The Best InvestTalk Calls #3 01.01.2020 46:54

Today's Stocks & Topics: Roth I-R-A, IPOs, Stock Investing, Brokers, Gold, 401k, Bonds, Treasury Bonds, ETFs, Companies Buying Back Stocks, Financial Advisors vs. Planners, Trading, Starting a Hedge Fund, Investing, College Savings Plans, Warrants, Dividends, Stock Evaluation, Retirement. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.ant...

12-31-19: ENCORE - The S&P 500 Is Within Striking Distance Of Its Best Year Since 1997 31.12.2019 46:47

According to Dow-Jones Market Data, the large-cap index must add another 1.8% to surpass 2013's performance and thus beat 1997-- which had a 31% gain. Today's Stocks & Topics: Volatility, The Weak Dollar, Real Estate, Uniform Gifts to Minors. 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 m...

12-30-19: What Role Should Value Stocks Play In Your Equity Portfolios? 31.12.2019 46:33

A trend in recent months has demonstrated a resurgent performance for so-called "value" stocks. Today's Stocks & Topics: DGX - Quest Diagnostics Inc., Bull Markets, Roth I-R-A, SKT - Tanger Factory Outlet Centers Inc., Retirement Plans, TSLA - Tesla Inc., Treasury Inflation-Protected Securities – TIPS, TIP - iShares TIPS Bond ETF, Real Estate, Bonds. Our Sponsors: * Check out Ant...

12-27-19: Why Filing Your Income Tax Return May Never Be The Same 28.12.2019 44:24

America's 'Tax Cuts and Jobs Act' created a series of big changes that could affect your tax bill. Today's Stocks & Topics: 529 Plan?, Asset allocation?, BIG - Big Lots Inc., IRA?, Retirement funds?, How to invest without a stock broker?; Steve's NEWSLETTER highlights. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, Gasoline and Treasury Yields. TRIVIA QUEST...

12-26-19: First Time In 11 Years: More BofA Clients Buy Single Stocks Than ETFs 27.12.2019 46:46

According to one measurement from Bank of America, the shift to passive investing from active is slowing down. Today's Stocks & Topics: New Year Changes, Investing and Savings, The Santa Claus Rally, QCOM - Qualcomm Inc., Holiday Retail Sales, VZ - Verizon Communications Inc., Debt, Building a Portfolio, VTR - Ventas Inc., Dividends, FCAU - Fiat Chrysler Automobiles N.V. Our Sponsors: *...

12-25-19: ENCORE - Some of The Best InvestTalk Calls #2 25.12.2019 46:54

Today's Stocks & Topics: I-R-A, ETFs, Mutual Funds, 401k, 200 Day Moving Average, Insurance, Rebuilding After Bankruptcy, Roth I-R-A, Financial Analysis, Young Investor, Mutual Funds vs. ETFs, Unusual Expectations, Over the Counter Stocks, Long-Short Mutual Funds, When to Sell, I-Bonds, Income Production Vehicles, Equity, Investing for Kids. Our Sponsors: * Check out Anthropic and use my c...

12-24-19: ENCORE - Opinion: Stocks Will Not Keep Climbing Next Year 24.12.2019 46:47

The average Wall Street estimate expects corporate earnings to grow by 10% next year, but strategists at Morgan Stanley are forecasting flat corporate profits. Today's Stocks & Topics: Retirement Plans?, OPEC Oil Prices, Company debt, Road to Riches, Tech stocks-- buying dividend stocks or growth stocks?, Mututal Funds, Natural Gas Index, 401k, On Balance Volume, ETFs vs. Mutual Funds, Col...

12-23-19: Opinion: The Unpleasant Surprise Waiting For You When You Retire 24.12.2019 46:51

Millions of Americans have tax-deferred accounts, and efficiently managing withdrawals is just as important as accumulation. Today's Stocks & Topics: MCD - McDonald's Corp., Investment Apps, WSO - Watsco Inc., Durable Goods, TSLA - Tesla Inc., EQT - EQT Corp., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest f...

12-20-19: The NYSE 'Legend' Who Got Much Of 2019 Right Has Predictions For 2020 21.12.2019 46:14

A notable Wall Street financial manager thinks stocks will continue higher-- but he expects volatility. Today's Stocks & Topics: AMZN - Amazon.com Inc., Bank of Japan, Consumer Spending, SNP 500, Gold, SPY - SPDR S&P 500 ETF Trust, NLY - Annaly Capital Management Inc., Portfolio, KPP Premium Newsletter, K - Kellogg Co. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil,...

12-19-19: The S&P 500 Is Within Striking Distance Of Its Best Year Since 1997 20.12.2019 46:54

According to Dow-Jones Market Data, the large-cap index must add another 1.8% to surpass 2013's performance and thus beat 1997-- which had a 31% gain. Today's Stocks & Topics: Volatility, The Weak Dollar, Real Estate. 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 my code INVEST for a great...

12-18-19: Prediction: Amazon Will Be The Most Important Company Of The 2020s 19.12.2019 46:22

Amazon has already become one of the most powerful, respected, and feared companies in tech and beyond-- but criticism will grow. Today's Stocks & Topics: What Will Trigger a Bear Market, Consumer Credit Debt, Federal Reserve & QE, Hearing Aid and Cataracts Companies, Stock Evaluation, Impeachment, FIVG - Defiance Next Gen Connectivity ETF, Add Income to Portfolio, Dogs of the Dow, A...

12-17-19: Uber Shares Have Fallen 33% Since The May IPO 18.12.2019 46:11

Since the lock-up period ended on November 6th, one co-founder has unloaded $2.1 billion worth of his holdings. Today's Stocks & Topics: Industrial Production, Home Builders, Auto Loans, World Population Percentages, ADMS - Adamas Pharmaceuticals Inc., Labor Department Numbers, TIP - iShares TIPS Bond ETF, Manufacturing, International Market, Retirement, TSLA - Tesla Inc., AOBC - America...

12-16-19: The Cost Of College Has Jumped Over 25% In The Last 10 years 17.12.2019 46:48

As the cost of higher education has increased, and student debt has become a national concern, Americans have begun to question whether college is worth the price. Today's Stocks & Topics: Retirees Year in Planning, Bad Investment Habits, Economist Got The Decade All Wrong, PFE - Pfizer Inc., TROW - T. Rowe Price Group Inc., Real Estate, FNKO - Funko Inc. Cl A, Where and When to Invest,...

12-13-19: The Hottest 2020 Housing Markets Are Far From The Coasts 14.12.2019 46:14

According to Realtor.com, home buyers next year are expected to flock to smaller, more affordable cities. Today's Stocks & Topics: PAYC - Paycom Software Inc., Rollover I-R-A, TDOC - Teladoc Health Inc., Pepsi Products, NVEE - NV5 Global Inc., Investments & Taxes, Retail Sales, STMP - Stamps.com Inc., European Central Bank. Plus: Key Benchmark Numbers and Market Comments for: Gold,...

12-12-19: Is It Time To Buy Defensive Stocks? 13.12.2019 46:44

Uncertainty around the coming 2020 election and the U.S.-China trade war is causing some Wall Street firms to recommend buying defensive stocks. Today's Stocks & Topics: Trade Deal, Paying Off Your Mortgage Early, SYK - Stryker Corp., Labor Department Report, Buy & Sell Gold, MJ - ETFMG Alternative Harvest ETF, LHX - L3Harris Technologies Inc., 401k, Trade Deal, Largest IPO, PAYS - P...

12-11-19: U.S. Helped China Build Its Economy For Decades 12.12.2019 46:31

During a time of trade war tensions, China reportedly wants the U.S. to 'step back' so Beijing can rise in power on the world stage. Today's Stocks & Topics: O - Realty Income Corp., Warrant vs. Common Stocks, 401k and I-R-As, SMG - Scotts Miracle-Gro Co., Inflation, Mistakes on Retirement Goals. TRIVIA QUESTION: The S&P 500 is on pace for its best year since 2013. As we go...

12-10-19: Opinion: Overpriced Growth Stocks Are The Market’s ‘Greatest Risk’ 11.12.2019 46:12

The chief strategist for Morgan Stanley thinks the greatest risk in the equity market remains in growth stocks-- where expectations are too high. Today's Stocks & Topics: How Much Money You Should Own in Stocks for Retirement, Risks Paying Off Your Mortgage, Jobs, Investing Patterns, Index Funds, Life Insurance, TAP - Molson Coors Brewing Co. Cl B, Delaware Statutory Trust, CCL - Carniva...