DiscoverInvestTalk
InvestTalk
Claim Ownership

InvestTalk

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

Subscribed: 18,453Played: 1,177,030
Share

Description

Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.

This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.

InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.

No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?

Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.

1701 Episodes
Reverse
An allowance can help children learn about saving, spending, and budgeting, in order to build essential money management skills. Today's Stocks & Topics: BECN - Beacon Roofing Supply Inc., HCA - HCA Healthcare Inc., AVT - Avnet Inc., Market Wrap, How to Set Up an Effective Allowance System for Your Children, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, CIVI - Civitas Resources Inc., CNQ - Canadian Natural Resources Ltd., GPN - Global Payments Inc., Valuations and Interest Rates, JOBY - Joby Aviation Inc., WPM - Wheaton Precious Metals Corp., FNILX - Fidelity ZERO Large Cap Index Fund, SCHD - Schwab US Dividend Equity ETF, Bank Earnings.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The United States is preparing to implement new rules that will limit American investments in artificial intelligence technologies in China.(The motivation is to address national security concerns and maintain a competitive edge in AI development for the U.S.) Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, RPM - RPM International Inc., US Set to Restrict AI Investments in China, BKE - Buckle Inc., IAU - iShares Gold Trust, IAUM - iShares Gold Trust Micro, New Labor Market Data, ABX - Barrick Gold Corp., OGN - Organon & Co., Selling Covered Calls, Crash in the Horizon?, TLT - iShares 20+ Year Treasury Bond ETF, EM Funds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Updating your homeowner’s insurance and managing property taxes are just two things you'll need to do after you've made your final mortgage payment. Today's Stocks & Topics: IRM - Iron Mountain Inc., CCL - Carnival Corp., Market Wrap, TTEK - Tetra Tech Inc., NEM - Newmont Corp., What Happens When You Pay Off Your Mortgage?, Bitcoin, Home Sales Worst Year, NTDOY - Nintendo Co. Ltd. ADR, MMM - 3M Co., Owning Silver and Gold, Gold and The Global Financial System, LEG - Leggett & Platt Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The IRS will increase the standard deduction and make adjustments across various tax rates. Today's Stocks & Topics: COP - ConocoPhillips, Market Wrap, SYNA - Synaptics Inc., Dividend Reinvestment Plan (DRIP), 2025 Tax Brackets: What You Need to Know About the IRS Inflation Adjustments, RIVN - Rivian Automotive Inc. Cl A, ASO - Academy Sports & Outdoors Inc., Maturity Wall on Corporate Credit, Rollover Options, PLNH - Planet 13 Holdings Inc., Dividend Stocks, Cash versus Equity.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Many consumers resent rising costs, and the psychological effects of 'price perception' are real. Today's Stocks & Topics: AAP - Advance Auto Parts Inc., IMMR - Immersion Corp., DIS - Walt Disney Co., NNE - Nano Nuclear Energy Inc., Grocery Prices Are Down Since 2019—So Why the Frustration?, USLM - U.S. Lime & Minerals Inc., Market Wrap, The Wheel Strategy, Self-Employed Retirement Plans, GSK - GSK PLC ADR, COHR - Coherent Corp., ORAN - Orange S.A. CEDEAR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Gasoline, Annuities, Global Inflation, SNOXX - Schwab Treasury Obligations Money Inv., XOM - Exxon Mobil Corp., TXG - 10x Genomics Inc., Soft Landing, ILPT - Industrial Logistics Properties Trust, A-I Chips.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 The Stock Market, NTR - Nutrien Ltd., LAKE - Lakeland Industries Inc., Gold.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Holdings Inc., ALB - Albemarle Corp., URA - Global X Uranium ETF, Investment Risk, Price Targets, ALSN - Allison Transmission Holdings Inc., RBLX -Roblox Corp., Interest Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 - Builders First Source Inc., Buying a Preferred Stock, VALE - Vale S.A. ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Holdings Inc., The Surprising Business Driving Costco's Growth in 2024, GILD - Gilead Sciences Inc., BAX - Baxter International Inc., The Fed's Data Dependency, Investing in Industrials, UPST - Upstart Holdings Inc., China, HIFS - Hingham Institution for Savings, SBRA - Sabra Healthcare REIT Inc. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Need to Know, SAMG - Silvercrest Asset Management Group Inc. Cl A, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, New Sectors, Retirement Funds, AXS - AXIS Capital Holdings Ltd., Inflation and Social Security.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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., NVO - Novo Nordisk A/S ADR, The Catastrophe Bond Market, NANR - SPDR S&P North American Natural Resources ETF, A - Agilent Technologies Inc., JNJ - Johnson & Johnson, CVE - Cenovus Energy Inc., TD Bank Settlement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 - Innovative Industrial Properties Inc., CIVI - Civitas Resources Inc., Federal Deficit.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Energy Solutions Group Inc., Presidential Candidates and the Deficit.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Year UCITS ETF, KPP Newsletter, Oil Prices, VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral, SBUX - Starbucks Corp., VHT - Vanguard Health Care ETF, NTNX - Nutanix Inc. Cl A, Mortgage Rates and Interest Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 - Cisco Systems Inc., How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks, Market Wrap, NVDA - NVIDIA Corp., CSL - Carlisle Cos., CVS - CVS Health Corp., CVNA - Carvana Co. Cl A, KNSL - Kinsale Capital Group Inc., Recessions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 Properties Inc., Home Prices, OPFI - OppFi Inc., UBER - Uber Technologies Inc., JELD - JELD-WEN Holding Inc., Oil Production.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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 - Brown & Brown Inc., WTW - Willis Towers Watson PLC, China’s Economy, GOLD - Barrick Gold Corp., CDs, HUM - Humana Inc., MMM - 3M Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
loading
Comments (67)

Yavar

Crowdfire is your all in one social media management tool that's help you with scheduling posts , generated advanced analytics and managing , social conversation , and you get it for an affordable price . If you want to cut down your social media time, then this is your opportunity , You can sign up for a 14 day FREE trial right here : (your affiliate link) Cheers Be Creative https://bit.ly/3MYE7xu

May 30th
Reply

Emilia Gray

I have heard mixed reviews about these services. For me personally, Uber has always been the most convenient. Even though I had some issues last week, I was able to quickly find their support contact details here https://uber.pissedconsumer.com/customer-service.html

May 17th
Reply

JW

Podcasts downloading slowly lately? And suddenly rewinding to the start midway through?

Mar 8th
Reply

Sheila Bowen

I miss hearing Steve more! He has cut down here lately on his broadcast only one to two days a week!

Feb 4th
Reply

Mostafa Ahmadi

hi

Dec 24th
Reply

Todd Reynolds

Ads only?

Jul 7th
Reply

JW

Love the podcast. In my opinion, though, adding interview segments changes the dynamic of the show to something that can be found in other podcasts and takes time away from caller questions and makes the content of the show too narrow.

Oct 23rd
Reply

JW

Justin loves Ray Dalio who is big on investing in China and Chinese companies, which Justin disdains. Justin, is Ray wrong about being bullish on China?

Sep 22nd
Reply (2)

Joe Ramirez

Great episode Steve. A lot of information coming out of this one.

Sep 12th
Reply

Todd Reynolds

Yes. Keep the trivia coming it's fun to guess and learn the facts.

Sep 6th
Reply

Joe Ramirez

Hey Steve, just wanted to say I enjoy the daily trivia questions.. keep em going. 👍👍

Sep 5th
Reply

A R

very little original content just MarketWatch.com headlines and mostly advertisement for their firm every 3 minutes

Jul 25th
Reply

Dave Bobbitt

audio issues again.

Apr 6th
Reply

calvin bair

audio isn't awesome : (

Apr 5th
Reply

Blake Jech

are there a TON of audio issues or is it just on my end

Apr 4th
Reply (2)

Joe Ramirez

Guys I understand your working from home but the sound quality is horrible. It makes the show unbearable to listen to.

Mar 25th
Reply

Ishtar Moon

pls don't take this the wrong way but please consider investing in a better quality microphone. tried to listen to this while riding my scooter and couldn't make out a single word.

Mar 20th
Reply

Kei

no point to break up big tech. nobody's going to use the 2nd best app

Feb 15th
Reply

FJKVT

what company was the first caller asking about? the marijuana company.

Feb 7th
Reply

Y Lee

this is a awkward click bait at some point for...catching eyes.

Jan 16th
Reply (1)