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

12-18-18: Apple Shares Could Fall Another 10 Percent Before Stabilizing, Technician Says 19.12.2018

Tracking for its fourth straight month in the red, Apple has lost nearly one-third of its value since October 2018 highs. Today's Stocks & Topics: Inherited I-R-A, BTI - British American Tobacco PLC ADR, BTG - B2Gold Corp., Bond Funds, VGR - Vector Group Ltd., Bonds vs. Treasury Bonds, Robin Hood App. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: ht...

12-17-18: How Well Do You Understand Your 401(k) Plan? 18.12.2018

Social Security likely won’t pay enough to cover your retirement expenses, so a well-managed 401(k) should be on your to do list. Today's Stocks & Topics: URI - United Rentals Inc., PRU - Prudential Financial Inc., Interest Rates, The Robin Hood App, Housing Market, TVIX – Velocity Shares Daily 2x VIX Short Term ETN, I-R-A & Taxes, UNH – United Health Group Inc., GOOG - Alphabet Inc. C...

12-14-18: Why Microsoft Is Fighting To Stop A Coming 'Cyber World War' 15.12.2018

Powerful software tools created for societal benefit have been turned into weapons by various nation states. Today's Stocks & Topics: T - AT&T Inc., China, Robin Hood App, MO - Altria Group Inc., U-Shaped Recovery, AAPL - Apple Inc., VSEC - VSE Corp., Direct Purchase, PALL - Aberdeen Standard Physical Palladium Shares ETF, BP - BP PLC ADR, SNX - SYNNEX Corp. Our Sponsors: * Check out A...

12-13-18: Uber and Lyft Have Filed for IPO 14.12.2018

Can these two money-losing businesses withstand wider investor scrutiny? Today's Stocks & Topics: Mutual Funds, ETFs, Ten Year Yield, Interest Rates, F Fund: Fixed Income Index Investment Fund, Auto Insurance, Market Sell-Off?, ORC - Orchid Island Capital Inc., GLD - SPDR Gold Shares, Recession in 2019?, Inflation, WMB - Williams Cos., LMT - Lockheed Martin Corp., Number 1 Christmas Wish f...

12-12-18: Former Federal Reserve Chair Yellen Warns of Another Potential Financial Crisis 13.12.2018

Leveraged loans and an agenda of unfinished regulation are her big concerns. Today's Stocks & Topics: ETFs, S&P 500, Farm Bill, Inflation, FLOT - iShares Floating Rate Bond ETF, Bond Funds, MS - Morgan Stanley, Portfolio Management, SNR - New Senior Investment Group Inc., Shorting, QSR - Restaurant Brands International Inc., MSFT - Microsoft Corp., VEEV - Veeva Systems Inc. Cl A. Our S...

12-11-18: Opinion: With Economy Fears Exaggerated, the Stock Market Is Overreacting 12.12.2018

One expert predicts the U.S. economy will gradually slow in 2019, but GDP growth will not drop below 2%. One expert predicts the U.S. economy will gradually slow in 2019, but GDP growth will not drop below 2%. Today's Stocks & Topics: Traditional PFP Rollover, GE - General Electric Co., BHF - Brighthouse Financial Inc., NTAP - NetApp Inc., OHI - Omega Healthcare Investors Inc., Oil, TSLA -...

12-10-18: 4 Things to Know About the Future of American Energy 11.12.2018

Surpassing Russia and Saudi Arabia, the United States is now the world's largest energy producer. Today's Stocks & Topics: KHC - Kraft Heinz Co., QQQ - Invesco QQQ Trust Series I, Jobs Report, IMF President, Uber & Lyft, AAPL - Apple Inc., HAIN - Hain Celestial Group Inc., Limited Partnership, GE Capital, PFG - Principal Financial Group Inc., PCG - PG&E Corp. Our Sponsors: * Ch...

12-07-18: Behind the 'Debt Binge' That Now Threatens Markets 08.12.2018

There are 69 companies that have boosted their debt levels by 50 percent or more in the past five years. Today's Stocks & Topics: Dollar Cost Averaging, Gift Cards, Where to Invest, Muni-Bonds, NAC - Nuveen California Quality Municipal Income Fund, Jobs Report, 401k & Recession, CELG - Celgene Corp., Stock Market Scams. Our Sponsors: * Check out Anthropic and use my code Claude.ai/inve...

12-06-18: U.S. Adds 179,000 Private-Sector Jobs in November: ADP 07.12.2018

Stats from payroll processor ADP reveal employment stayed strong in November--in line with forecasts. Today's Stocks & Topics: 401k Rollover, Goldman Sachs, KL - Kirkland Lake Gold Ltd., Jobs Report, MU - Micron Technology Inc., PCG - PG&E Corp., Yield Curve. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chi...

12-05-18: U.S. Treasury: Stock and Bond Markets Represent the Biggest Threat to Financial Stability 05.12.2018

The Treasury's Office of Financial Research claims interest-rate uncertainty, and rising costs, are driving market risks higher. Today's Stocks & Topics: Business Development Corporations, S&P 500, Facebook, Tech Companies, Tax Laws, Rate of Return, Tactical Trading, 401K, Roth I-R-A, Bonds, ETFs vs. Mutual Funds, Put Options, 12 Month Cycle, PEG Ratio, Trailing Stop, Dollar Cost A...

12-04-18: How HSAs (Health Savings Accounts) Offer A Triple Tax Benefit 05.12.2018

An HSA might make sense for you--especially if you are a high-income earner. Today's Stocks & Topics: EWZ - iShares MSCI Brazil ETF, Bonds, Goldman Sacks, SNH - Senior Housing Properties Trust, Credit Card Debt, Yield Curve, SNH - Senior Housing Properties Trust, SWKXX - Schwab California Municipal Money Fund Investor, Regulation Fees, HSAs, TTWO - Take-Two Interactive Software Inc., FB -...

12-03-18: The 4 Biggest Mistakes First-Time Home-buyers Make 04.12.2018

A difficult, confusing, and expensive process can be more beneficial if you begin with bargaining power. Today's Stocks & Topics: ORCL - Oracle Corp., HBI - Hanesbrands Inc., Smart Phone Recession, Bitcoin, WWE - World Wrestling Entertainment Inc. Cl A, MRK - Merck & Co. Inc., MCD - McDonald's Corp., Options, Put Options. Our Sponsors: * Check out Anthropic and use my code Claude.a...

11-30-18: Fed Chairman Powell, in an Apparent Dovish Shift, Says Rates Are 'Near Neutral' 01.12.2018

Investors experienced a strong dose of optimism on hearing that the central bank's rate policy 'tightening cycle' may be eased. Today's Stocks & Topics: Shorting, DOC - Physicians Realty Trust, Stck Leadership, Data Bridge, Gold, GS - Goldman Sachs Group Inc., I-R-A, CMG - Chipotle Mexican Grill Inc., Airlines, AAPL - Apple Inc., PLNT - Planet Fitness Inc. Cl A. Beneficiaries....

11-29-18: Trade Face-Off: What Trump and Xi Want From Their G-20 Summit Talks 30.11.2018

The American and Chinese leaders will bring differing agendas to their expected meeting. Today's Stocks & Topics: ETFs, ADRs, Five Retailer Tricks to Avoid, Over-parenting in America, Economy Statistics, Stock Evaluation, Mortgage, HD - Home Depot Inc., October Crash?, DLTR - Dollar Tree Inc., Roth I-R-A, AAPL - Apple Inc., VZ - Verizon Communications Inc., RHT - Red Hat Inc. Our Sponsors:...

11-28-18: GM Plans More Than 14,000 Job Cuts and 5 Factory Closings in U.S. 29.11.2018

To prepare for a future of electric and self-driving vehicles, General Motors will make a sweeping realignment. Today's Stocks & Topics: 401k, DBA - Invesco DB Agriculture Fund, NVDA - NVIDIA Corp., Long Term Healthcare Insurance, Retirement, Financial Stability Report, GDP, GM - General Motors Co., CMG - Chipotle Mexican Grill Inc., PM - Philip Morris International Inc., MO - Altria Group...

11-27-18: What Is The Difference Between Risk Tolerance And Risk Capacity? 28.11.2018

The problem many investors face is that their risk tolerance and risk capacity are not the same. Today's Stocks & Topics: Brokered Certificate of Deposit, NGG - National Grid PLC ADR, When is a Good Time to Buy Stocks, AMD - Advanced Micro Devices Inc., EXG - Eaton Vance Tax-Managed Global Diversified Equity Income Fund, LYB – Lyondell Basell Industries N.V. Cl A, BFAM - Bright Horizons Fa...

11-26-18: Does Apple Have a Monopoly on iPhone App Sales? 27.11.2018

The U.S. Supreme Court will take up the case of anti-trust violation where the plaintiff claims damage from inflated prices. Today's Stocks & Topics: Roth I-R-A, Mistakes You're Probably Making When You Shop on Amazon, Bitcoin, Trade Wars, WDC - Western Digital Corp., Mortgage, New Investor, PM - Philip Morris International Inc., DOV - Dover Corp., AMD - Advanced Micro Devices Inc. Our...

11-23-18: Seven Jobs You Can Do From Home To Make More Than $75,000 23.11.2018

For some skill sets, remote workers can earn a greater salary than in-office employees. Today's Stocks & Topics: Voting Rights, Oil, Emails Scams, Potential Government Shutdown, Best Sectors to Invest, First Time Investor, Mutual Funds, Exchange Traded Funds, 529 Plan, I-R-A, Annuities, Retirement. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https...

11-22-18: How Lifestyle Creep Can Ruin Your Future 22.11.2018

The phenomenon of spending more money, once you begin to make more money, can have short or long-term financial consequences. Today's Stocks & Topics: Volatility Index, The Federal Reserve, Mortgage Rates, Government Shutdown, Private Equity, Roth I-R-A, International Markets, Young Investor, Closed-End Bond Funds, I-R-As, Ethical Investments, Stock Evaluation, Mutual Funds, Investments. O...

11-21-18: U.S. Treasury: Stock and Bond Markets Represent the Biggest Threat to Financial Stability 22.11.2018

The Treasury's Office of Financial Research claims interest-rate uncertainty, and rising costs, are driving market risks higher. Today's Stocks & Topics: Business Development Corporations, S&P 500, Facebook, Tech Companies, IBM - International Business Machines Corp., AMZN - Amazon.com Inc., T - AT&T Inc., ENB - Enbridge Inc., Tax Laws, WDC - Western Digital Corp., Rate of Retu...

11-20-18: Medical Expenses Are Pushing More Baby Boomers Into Poverty 21.11.2018

By 2030, retirees will be spending more than 50% of their social security income on health care. Today's Stocks & Topics: Individual Bonds for GE Capital, World Economy, Market Crashes, 401k, SNX - SYNNEX Corp., MNKD - MannKind Corp., Tech Stocks, EVBLX - Eaton Vance Floating-Rate Fund A, BDCS - UBS AG E-TRACS Linked to Wells Fargo Business Dev. Co. Index 2041. Our Sponsors: * Check out An...

11-19-18: Systematically Reduce Your Debt Obligations 20.11.2018

Determine your strategy for debt repayment when dealing with more than just a single balance or loan. Today's Stocks & Topics: DBA - Invesco DB Agriculture Fund, Tech Sector, Junk Bonds, 401k, Where to Invest?, BXG - Bluegreen Vacations Corp., CPB - Campbell Soup Co., NVDA - NVIDIA Corp., ASML - ASML Holding N.V., T - AT&T Inc., SPYD - SPDR Portfolio S&P 500 High Dividend ETF. Our...

11-16-18: Pros and Cons of a Health Savings Account 17.11.2018

A Health Savings Account (HSA) is like a personal savings account, but the money can only be used for qualified healthcare expenses. Today's Stocks & Topics: AMAT - Applied Materials Inc., 401k, Household Debt, Interest Rates, 3 out of 10 Families Are Financially Healthy, Rate Hikes, SNH - Senior Housing Properties Trust, AMAT - Applied Materials Inc., EIX - Edison International, KEY – Key...

11-15-18: Hedge Funds Are On Pace For The Worst Annual Year Since Lehman Brothers Went Bankrupt 16.11.2018

Financial market volatility spiked in October as global equity markets experienced a violent reversal. Today's Stocks & Topics: BBL - BHP Billiton PLC ADR, RIBT - RiceBran Technologies, Death Cross, Warren Buffet, Learning New Skills, Earnings Predictions, EYLD - Cambria Emerging Shareholder Yield ETF, After Hours Trading, SUP - Superior Industries International Inc., Interest rates &...

11-14-18: What The Midterm Election Results Mean For Trump's Tariff Battle With China 15.11.2018

Both Republicans and Democrats are believed to support a tougher stance on Chinese trade and intellectual property practices. Today's Stocks & Topics: CTSH - Cognizant Technology Solutions Corp. Inflation, China & the Recession, DWDP - DowDuPont Inc., PCG - PG&E Corp., GE - General Electric Co., FB - Facebook Inc. Cl A, BAC - Bank of America Corp., Asian Stock Market, PCG & Pen...

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