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

11-04-19: More Americans Are Leaving Their Money In 401(k) Plans After Retirement 05.11.2019 46:30

55% of workers are choosing to keep their assets in their former employer’s 401(k) plan a year into retirement-- should you? Today's Stocks & Topics: Federal Reserve Survey, No Spend November, 401k, OZK - Bank OZK, ACB - Aurora Cannabis Inc., MCD - McDonald's Corp., I-R-A, China, Social Security, MA - Mastercard Inc. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, G...

11-01-19: U.S. Economy Added A Solid 128,000 Jobs In October Despite GM Strike And Loss Of Census Workers 01.11.2019 46:14

The economy grew at 1.9% in the third quarter and the Labor Department says the unemployment rate rose to 3.6% from a 50-year low of 3.5%. Today's Stocks & Topics: ISM Report, Is The Market Overvalue?, Holiday Spending, INTC - Intel Corp., SCHW - Charles Schwab Corp., COP – Conoco Phillips, BGS - B&G Foods Inc., Roth I-R-A & Capital Gains Tax, Vaping, AUY - Yamana Gold Inc. Plus: K...

10-31-19: What Must Employers Do To Attract Skilled Older Workers? 31.10.2019 46:46

The job market is tight and companies are looking for productive talent wherever they can find it. Today's Stocks & Topics: Earnings Season, Europe's Economy, SPXS - Direxion Daily S&P 500 Bear 3X Shares, Silver & Gold Ratio, TRIP - TripAdvisor Inc., GDP Report, Real Estate Market, BRKB - Berkshire Hathaway Inc. Cl B, Banking System. Plus: Key Benchmark Numbers and Market C...

10-30-19: Market Strategist Claim: The Signals Are ‘Loud And Clear’ And A New Bull Market Is Underway 30.10.2019 46:29

With stocks at new highs, the Federal Reserve continues to pump money into the U.S. economy--yet a set of unique indicators signal a bull market. Today's Stocks & Topics: The Fed Cut, Tesla's Q3 Profits, Jobs Report, Best and Worst Candy for Halloween, Loans From Other Countries, W - Wayfair Inc. Cl A, Economic Activity, Roth I-R-A, VIAB - Viacom Inc. Cl B, Best Countries to Retire, BA...

10-29-19: Survey: U.S. Business Hiring Falls To 7-year Low 30.10.2019 46:27

The hiring slowdown comes as more businesses are reporting slower growth of sales and profits. Today's Stocks & Topics: KB Home – KBH; Herman Miller Inc. - MLHR; Nokia Corp. - NOK; Innovative Industrial Properties Inc. - IIPR; Macerich Co. - MAC; Big Lots Inc. - BIG; What's next for the Federal Reserve?; Things you should stop doing online; In the market, what is the typically the sing...

10-28-19: Regulator Says Government Will ‘Wipe Out’ Fannie Mae And Freddie Mac Shareholders-- If Needed 28.10.2019 46:39

Apparently, little is settled when it comes to the fates of the two companies that underpin much of the housing finance market in the United States. Today's Stocks & Topics: Global Economy, Manufacturing Sector, Gross Margin, FREL - Fidelity MSCI Real Estate Index ETF, MPW - Medical Properties Trust Inc., Mortgage, SNH - Senior Housing Properties Trust, BGS - B&G Foods Inc., VKTX - V...

10-25-19: Durable-Goods Orders Slip 1.1%-- A Bad Sign For The U.S. Economy? 26.10.2019 46:44

The continuing U.S-China trade conflict has disrupted the global economy, left business scrambling for new suppliers and dampened investment. Today's Stocks & Topics: Is $1 Million Dollars Enough to Retire On?, Tariff War, Capital Gains Taxes, BAC - Bank of America Corp., Japanese Like Collapse, Consumer Sentiment Report, VMW - VMware Inc., 529 Plan, Dividend Payout Ratio, Investing in t...

10-24-19: Cryptocurrencies Have Come Under Fire From Congress And Bitcoin Has Plunged 24.10.2019 46:07

While some analysts say Facebook’s plans have put crypto on the map, they have also brought new scrutiny to the technology. Today's Stocks & Topics: WMB - Williams Cos., AYX - Alteryx Inc. Cl A, ORI - Old Republic International Corp., APPS - Digital Turbine Inc., Pension Plans, Fractured Shares, Zero Commissions, OLD - Long-Term Care ETF, Looking for Good Company Fundamentals. Plus: Ke...

10-23-19: The IMF Says China's Economy Is Growing At Slowest Pace in 30 Years 23.10.2019 46:27

Due to escalating tariffs and weakening demand, the International Monetary Fund predicts the Chinese gross domestic product will grow slowly at a rate of only 5.8% in 2020. Today's Stocks & Topics: Bitcoin, Basic Valuations, Quantitative Easing (QE), U.S. Economy, Real Estate, OEC - Orion Engineered Carbons S.A., PM - Philip Morris International Inc., Retirement Plan, TSLA - Tesla Inc.,...

10-22-19: Corporate Buybacks Are “Plummeting” As Companies Tighten Cash Outlays Amid Global Slowing 22.10.2019 46:14

Throughout 2019, S&P 500 cash spending is expected to drop by 6%-- the sharpest annual decline since 2009. Today's Stocks & Topics: EGO – El Dorado Gold Corp., Earnings, SPLK - Splunk Inc., PFFR - InfraCap REIT Preferred ETF, Universal Life Insurance, MYGA: Multi-Year Guarantee Annuities, Gold. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, Gasoline, Treasury Yield...

10-21-19: Home-builder Confidence Surges To Highest Level In Nearly Two Years, Thanks To Lower Mortgage Rates 22.10.2019 44:59

The second half of 2019 has seen steady gains in single-family construction, and this is mirrored by the gradual uptick in builder sentiment over the past few months. Today's Stocks & Topics: Foreign Stock Ownership, Corporate Bonds, Social Security Benefits, OXY - Occidental Petroleum Corp., NTC - Nuveen Connecticut Quality Municipal Income Fund, Oil Companies, AXAS - Abraxas Petroleum...

10-18-19: ENCORE - Feds Block Tax Breaks For Donating To Charitable State Funds 18.10.2019 46:55

The IRS has issued final rules blocking attempts by certain states to work around the new cap for state and local tax deductions. Today's Stocks & Topics: Why Not Buy a House, Mandatory 401k Distribution, Yield Curve, Interest Rates, Treasury Bills, Reverse Split, APRN - Blue Apron Holdings Inc. Cl A, AMZN - Amazon.com Inc., UBER - Uber Technologies Inc., Facebook Products & Users, 4...

10-17-19: ENCORE - Why Baby Boomer Household Wealth Is Now 12 Times Greater Than Millenials 17.10.2019 46:54

Housing costs, debt, and the Great Recession of 2008 are all to blame-- but there are ways for millennials to get their finances on track. Today's Stocks & Topics: Is the Bond Market in a Bubble?, Investors Should Be Optimistic, Mortgages With a Negative Interest Rate... in Europe, Retirement Money, When to Invest in the Market, Universal Basic Income, College Savings, I-R-A, Stock Limits,...

10-16-19: ENCORE - Opinion: A ‘Fear Bubble’ Is Creating A Huge Buying Opportunity 17.10.2019 47:36

One long-time market bull acknowledges the market is in a late-stage economic growth cycle, but he isn’t going into "recession countdown" mode. Today's Stocks & Topics: Silver, REITs, Gold, Job Report, 401k, Bonds Funds, 529 Plan, Trust Deeds, Investing with KPP, Mutual Funds, Insurance, Pension Plans, Level 2. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest fo...

10-15-19: Is the World Economy Sliding Into First Recession Since 2009? 16.10.2019 47:20

The global economy is wobbling and the big question in financial markets and executive suites now is this: Will it tumble over? HOST: Steve Peasley. Today's Stocks & Topics: iShares MSCI Germany ETF (ETF)--EWG; Exxon Mobil Corp.--XOM, Chevron Corp. --CVX; Fidelity MSCI Real Estate Index ETF (ETF)--FREL, iShares Residential Real Estate ETF (ETF)--REZ; Coca-Cola Consolidated Inc.--COKE. ALS...

10-14-19: Profits Expected To Fall As Earnings Season Kicks Off 15.10.2019 47:31

As concerns about slowing global growth increase, how much of an impact will the trade wars have on corporate profits? Today's Stocks & Topics: Medical Properties Trust Inc.--MPW; PepsiCo Inc.--PEP, B&G Foods Inc.--BGS; IAC/InterActiveCorp.--IAC. Also: Trade talk analysis--what's really going on here?; Uber (UBER) is laying off more employees-- 1,200 total-- to cut costs; Where to...

10-11-19: Yield Curve 'Father' Says Now Is Time To Prepare For Recession 11.10.2019 46:26

The 3-month Treasury has been in an inverted yield curve since May, and one opinion argues that assets can be better managed when the economy is booming. Today's Stocks & Topics: HABT - Habit Restaurants Inc. Cl A, Treasury Debt, Where Do Your Paycheck Go?, Annuities, CBLK - Carbon Black, Inc., VMW - VMware Inc., MO - Altria Group Inc. Plus: Key Benchmark Numbers and Market Comments fo...

10-10-19: Opinion: Small-Cap Stocks Are Primed To Outperform Large Caps Over Next 10 years 11.10.2019 46:48

This opinion argues that small-cap valuations are presenting investors with a big buying opportunity for the long haul. Today's Stocks & Topics: Retirement Expenses, NBA & China, PG&E Shares, Market Cap and Revenue, MDR - McDermott International Inc., Marijuana Sector, AMZN - Amazon.com Inc., Real Estate, VLO - Valero Energy Corp. Plus: Key Benchmark Numbers and Market Comments...

10-09-19: U.S. Budget Deficit Almost $1 Trillion in 2019 09.10.2019 45:58

Many mainstream economists have long taken the position that deficits and the nation’s $22 trillion national debt are unsustainable. Today's Stocks & Topics: The Importance of October 9th, Cash Levels Are Rising, UBER - Uber Technologies Inc., LYFT - Lyft Inc. Cl A, Insider Buying, NOK - Nokia Corp. ADR, GEO - GEO Group Inc., BGS - B&G Foods Inc., BAGIX - Baird Aggregate Bond Fund Inst...

10-08-19: High-Profile Investor Warns Stocks Could Tumble 15% By Early Next Year 09.10.2019 45:57

Citing the U.S.-China trade war, this opinion says the economic conditions in the U.S. are not conducive for risk-taking. Today's Stocks & Topics: BIG - Big Lots Inc., Return on Equity, CVS - CVS Health Corp., China Trade Deal, Investment Choices, U.S. Produce Prices, Books, GE to Freeze Workers Pensions, STLD - Steel Dynamics Inc. Plus: Key Benchmark Numbers and Market Comments for: G...

10-07-19: Sales-force Founder: "Capitalism As We Know It Is Dead’ 07.10.2019 46:18

High-profile investors are assailing the proven most powerful source of economic and social advancement in human history--capitalism. Today's Stocks & Topics: NLY - Annaly Capital Management Inc., Tariffs, Most Tax Friendly States, Job Numbers, UBER - Uber Technologies Inc., Real Estate, T - AT&T Inc., Streaming War, 401k Rollover, PAGP - Plains GP Holdings LP. Plus: Key Benchmark...

10-04-19: Services Sector Survey Shows U.S. Economy Weaker Than Expected 04.10.2019 47:03

The services sector continued its expansion in September-- but at a considerably slower pace than anticipated. Today's Stocks & Topics: The Downside of Free Trading Fees, Mortgage Re-Defaults, IBOC - International Bancshares Corp., What to Look Before Buying a Stock, SONO - Sonos Inc., XLE - Energy Select Sector SPDR ETF. Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil,...

10-03-19: Blackstone Billionaire: Investors Should Be Concerned About 5 Market Dilemmas 03.10.2019 46:23

Is the Federal Reserve headed down a monetary path like Japan and Europe-- creating the problem they are trying to solve? Today's Stocks & Topics: Stock Trades Commissions, 401k, ABMD - Abiomed Inc., TCEHY - Tencent Holdings Ltd. ADR, Mortgage Rates, MRK - Merck & Co. Inc., BHF - Brighthouse Financial Inc., Forever 21, LSCC - Lattice Semiconductor Corp. Plus: Key Benchmark Numbers...

10-02-19: Venture Capitalists Warn Startups Of IPO Pitfalls 02.10.2019 46:30

Advocates of the direct listing option say it offers companies a better alternative than the initial public offerings underwritten by investment banks. Today's Stocks & Topics: NOK - Nokia Corp. ADR, ADP National Employment Report, MSFT - Microsoft Corp., 401k, TSLA - Tesla Inc., Where to Invest, Stock Market Manipulation, AGG - iShares Core U.S. Aggregate Bond ETF. Plus: Key Benchmark...

10-1-19: Opinion: One FANG Stock Could Rally Another 40% Before It Gets Overvalued 02.10.2019 47:16

While Facebook, Amazon and Netflix have slumped, Google parent Alphabet has soared. Today's Stocks & Topics : 3M Co.-MMM, Apple-AAPL, Cummins Inc.-CMI, Aurora Cannabis Inc.-ACB, Nike Inc.-NKE, GEO Group Inc.-GEO; Verizon-VZ, Recession coming?, Bonds vs. funds?, PMI index UP but ISM number down?, Coming changes to credit cards-- such as more rewards programs. Plus: Key Benchmark Numbers...