Investtalk

Failing to diversify your portfolio and overlooking the effects of inflation are two of the nine common investing blunders.   Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, GIB.A - CGI Inc. Cl A, VBR - Vanguard Small-Cap Value ETF, 9 Costly Retirement Investing Mistakes to Avoid, KPP Newsletter, AMZN - Amazon.com Inc., Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasol...

Tesla's recent Cybercab launch has sent ripples through the market, but it looks like Uber emerged as a significant winner.   Today's Stocks & Topics: UNP - Union Pacific Corp., DJT - Trump Media & Technology Group Corp., Market Wrap, SWKS - Skyworks Solutions Inc., Did Uber Just Win Big from Tesla's Robotaxi Reveal?, POWL - Powell Industries Inc., The American Economy, If Trump Wins and T...

While negotiations over wage increases and working conditions continue, the Boeing workers strike has cost the company, and the U.S. economy, an estimated $5 billion.   Today's Stocks & Topics: BABA - Alibaba Group Holding Ltd. ADR, Profits, Saving Bonds, EG - Everest Group Ltd., Market Wrap, Boeing Strike Enters Second Month: $5 Billion Economic Toll and Counting, ALSN - Allison Transmission...

In the smallest increase since 2021, the Social Security Administration has set the 2025 cost-of-living adjustment (COLA) at 2.5%.   Today's Stocks & Topics: WDS - Woodside Energy Group Ltd. ADR, Market Wrap, QQQM - Invesco NASDAQ 100 ETF, 2025 Social Security COLA Announced: What Retirees Need to Know, BTG - B2Gold Corp., PBI - Pitney Bowes Inc., China's Stimulus, Rollover I-R-A, BLDR - Build...

Costco is well-positioned for ongoing success as it is experiencing impressive growth, largely thanks to its booming e-commerce sector and the rising demand for convenience among shoppers.   Today's Stocks & Topics: REZ - iShares Residential & Multisector Real Estate ETF, Market Wrap, WMS - Advanced Drainage Systems Inc., SSNC - SS&C Technologies Holdings Inc., SIRI - Sirius XM Holding...

Severe weather events are increasingly frequent and costly, and they can lead to declines in credit scores, increased debt collection, and mortgage delinquencies.   Today's Stocks & Topics: RIO - Rio Tinto PLC ADR, XOM - Exxon Mobil Corp., Energy Diversification, TFII - TFI International Inc., Market Wrap, HIMS - Hims & Hers Health Inc., The Financial Impact of Natural Disasters: What You...

Robust employment figures for September surpassed expectations and may lead to a more cautious approach from the Fed regarding rate cuts.   Today's Stocks & Topics: WCC - Wesco International Inc., Market Wrap, LMT - Lockheed Martin Corp., COIN - Coinbase Global Inc., Strong Jobs Data: What It Means for Interest Rates and the Markets, DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., NV...

Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals. (Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.)   Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, Hi...

Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings.   Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dollar, LEU - Centrus Energy Corp., IIPR - In...

Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.   Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix...

Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity.   Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasury ETF, IBGL - iShares EUR Govt Bond 15-30 Ye...

Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment.  (Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.)   Today's Stocks & Topics: LNC - Lincoln National Corp., CSCO - Ci...

Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue.   Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Technology Inc., ELS - Equity Lifestyle Propertie...

The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability.  Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amidst Challenges, COR - Cencora Inc., BRO - Brow...

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transf...

Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing.   Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iShares Canadian Fundamental Index ETF, ZVC - BM...

Leverage in real estate investing is often misunderstood because it can amplify both gains and losses. (I'll share real-world examples like Vornado and NexPoint.)   Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund...

Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended.   Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PYPL - PayPal Holdings Inc., FL - Foot Locker...

A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power.   Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, Microsoft and BlackRock's $30 Billion AI Gam...

The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability.   Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., The Fed's Rate Cut: Reigniting Inflation Fea...

As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information. Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becoming a victim.  Also in this podcast: UNP - Union Pa...

In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market. >> In particular, Justin answers the question: When will the average consumer feel the effects of Fed rate cuts? Also i...

With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment. (The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in o...

By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals. (This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.) Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (...

In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years. (This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights into its future growth potential.) Also in this po...