Winamp Logo
InvestTalk Cover
InvestTalk Profile

InvestTalk

English, Finance, 1 season, 1593 episodes, 2 days, 8 hours, 59 minutes
About
In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial adviser, Steve Peasley. http://blog.investtalk.com
Episode Artwork

InvestTalk 5-28-2024 – Finding the Right Kind of Financial Content Providers

Be aware that, on social media, a broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders. Today's Stocks & Topics: DIV - Global X SuperDividend U.S. ETF, Market Wrap, BN - Brookfield Corp., Finding the Right Kind of Financial Content Providers, AFL - AFLAC Inc., APLE - Apple Hospitality REIT Inc., Ratios, CPRT - Copart Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/29/202446 minutes, 40 seconds
Episode Artwork

InvestTalk 5-27-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, 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: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/27/202446 minutes, 50 seconds
Episode Artwork

InvestTalk 5-24-2024 – Investors Are Urged to Proceed with Caution When Focusing on Yield

Investors selecting funds based on dividend yield should be aware that high yield is no assurance of higher expected return. Today's Stocks & Topics: LECO - Lincoln Electric Holdings Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 403b Plan Fees, INTU - Intuit Inc., BMY - Bristol Myers Squibb Co., Investors Are Urged to Proceed with Caution When Focusing on Yield, CW - Curtiss-Wright Corp., VC - Visteon Corp., KPP Newsletter, U.S. Shift to Faster Trade Settlement, UNH - UnitedHealth Group Inc., ETSY - Etsy Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/25/202446 minutes, 35 seconds
Episode Artwork

InvestTalk 5-23-2024 – Cost of Capital: A Reality Check on High-Flying Stock Returns

Rather than trying to guess which stocks might provide next year's outsize returns or getting caught up in a cycle of fear and greed, it is better to set reasonable long-term expectations and then track progress toward your financial goals. Today's Stocks & Topics: High Yield Savings Account vs. Money Market Fund, Market Wrap, UPS - United Parcel Service Inc. Cl B, NDSN - Nordson Corp., Cost of Capital: A Reality Check on High-Flying Stock Returns, NVO - Novo Nordisk A/S ADR, Transferring Money from 401k to I-R-A, Metals, MLPX - Global X MLP & Energy Infrastructure ETF, The Canadian Oil Pipeline, BRC - Brady Corp. Cl A, POWL - Powell Industries Inc., Family Loans.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/24/202447 minutes, 22 seconds
Episode Artwork

InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies

A comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin. (In short, they too frequently wind up reacting to market maturations and lowering their longer-term returns.)(Often succumbing to short-term strategies such as market timing or performance chasing, many investors show a lack of knowledge and/or ability to exercise the necessary discipline to capture the benefits markets can provide over longer time horizons.)  Today's Stocks & Topics: LULU - Lululemon Athletica Inc., INMD - InMode Ltd., Market Wrap, Investors Are Still Their Own Worst Enemies, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, MDY - SPDR S&P MidCap 400 ETF Trust, Housing Market, ITW - Illinois Tool Works Inc., Delaware Statutory Trust (DST), CRM - Salesforce Inc., Consumer Financial Protection Bureau.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/23/202446 minutes, 50 seconds
Episode Artwork

InvestTalk 5-21-2024 – Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers

For all debt outside of student loans, delinquency has been steadily rising since the fourth quarter of 2021 following historic lows during the COVID-19 pandemic. Today's Stocks & Topics: WWD - Woodward Inc., NCLH - Norwegian Cruise Line Holdings Ltd., COST - Costco Wholesale Corp., Market Wrap, Credit Card Delinquency Is Increasing for Maxed‑Out Borrowers, WEC - WEC Energy Group Inc., ETR - Entergy Corp., IOO - iShares Global 100 ETF, CSL - Carlisle Cos., A-I and Energy, MDT - Medtronic PLC, Europe’s Economy.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/22/202446 minutes, 38 seconds
Episode Artwork

InvestTalk 5-20-2024 – Take It from Warren Buffett: Misses Are Inevitable

Embrace these timeless investing principles and you can still attain remarkable outcomes. Today's Stocks & Topics: Fixed Index Annuities, Market Wrap, IBM - International Business Machines Corp., Take It from Warren Buffett: Misses Are Inevitable, BBC - Virtus LifeSci Biotech Clinical Trials ETF, BBY - Best Buy Co. Inc., Utilities Stocks, 401(k), TWI - Titan International Inc., PSLV - Sprott Physical Silver Trust, BCE - BCE Inc., Bonds and Treasuries, Corporate Financing.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/21/202446 minutes, 41 seconds
Episode Artwork

InvestTalk 5-17-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, 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: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/17/202446 minutes, 54 seconds
Episode Artwork

InvestTalk 5-16-2024 – Beyond Efficiency, Are the Markets Sensible?

Sometimes the financial markets do cross the sensibility line, but it is difficult to profit from that knowledge. Today's Stocks & Topics: SFM - Sprouts Farmers Market Inc., Market Wrap, MSCI - MSCI Inc., BROS - Dutch Bros Inc., Beyond Efficiency, Are the Markets Sensible?, I-R-As, AON - Aon PLC, RLI - RLI Corp., “Soft Landing”, BELFB - Bel Fuse Inc. Cl B, INTC - Intel Corp., CB - Chubb Ltd., VITL - Vital Farms Inc., The Consumer Financial Protection Bureau.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/17/202446 minutes, 40 seconds
Episode Artwork

InvestTalk 5-15-2024 – Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers

According to the National Retail Federation, shoppers racked up more than $5 trillion worth of retail sales in the U.S. in 2023 and about 14.5% of those sales were returned. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, MMM - 3M Co., SOLV - Solventum Corp., Retailers Are Cracking Down on Returns and Tracking 'Problem' Customers, AWSHX - American Funds Washington Mutual Investors Fund, IGR - CBRE Global Real Estate Income Fund, CEIX - CONSOL Energy Inc., Opportunities Zones, URI - United Rentals Inc., Bonds vs. Money Market, Meme Stocks Traders Are Back.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/16/202445 minutes, 43 seconds
Episode Artwork

InvestTalk 5-14-2024 – What You Might Want to Know About Grants for First-Time Homebuyers

Many banks have grants to help borrowers make a down payment-- especially first-time and lower-income buyers. Today's Stocks & Topics: VRT - Vertiv Holdings LLC, Market Wrap, SHOP - Shopify Inc. Cl A, What You Might Want to Know About Grants for First-Time Homebuyers, SONY - Sony Group Corp. ADR, Copper, Covered Call, UFPI - UFP Industries Inc., Tether, The Oil Industry, CDW - CDW Corp., EPAM - EPAM Systems Inc., Buybacks.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/15/202446 minutes, 57 seconds
Episode Artwork

InvestTalk 5-13-2024 – Does Your Portfolio Need a Risk Audit?

There are ways to identify the risks hiding in your portfolio. Today's Stocks & Topics: CVS - CVS Health Corp., Market Wrap, ROCK - Gibraltar Industries Inc., Does Your Portfolio Need a Risk Audit, Material Sector, PICK - iShares MSCI Global Metals & Mining Producers ETF, IIPR - Innovative Industrial Properties Inc., Tariffs on China, CAN - Accenture PLC Cl A, AMC - AMC Entertainment Holdings Inc. Cl A, ACIW - ACI Worldwide Inc., Pandemic Era Winners.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/14/202446 minutes, 55 seconds
Episode Artwork

InvestTalk 5-10-2024 – How Retirement Income Guardrails Can Ease Clients’ Worries

Effectively communicating withdrawal strategy improves the client experience.(Retirement income guardrails—strategies that predetermine when spending retirement adjustments would be made and the spending adjustments themselves—have become increasingly popular in recent years.) Today's Stocks & Topics: EQL - ALPS Equal Sector Weight ETF, Market Wrap, Financial Data on Companies, TSLA - Tesla Inc., HMC - Honda Motor Co. Ltd. ADR, How Retirement Income Guardrails Can Ease Clients’ Worries, ACLS - Axcelis Technologies Inc., MRVL - Marvell Technology Inc., TJX - TJX Cos., Bond Option, VDADX - Vanguard Dividend Appreciation Index Fund Admiral, The DOW, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Jim Simons, AAPL - Apple Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/10/202445 minutes, 27 seconds
Episode Artwork

InvestTalk 5-9-2024 – Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?

Some analysts project an optimistic economic forecast in the long run but slow growth for the remainder of 2024. Today's Stocks & Topics: POWL - Powell Industries Inc., Market Wrap, GRBK - Green Brick Partners Inc., Will GDP Growth Continue to Weaken Until the Fed Starts Cutting Interest Rates?, Second High-Risk Account, XBI - SPDR S&P Biotech ETF, Berkshire Hathaway, BGS - B&G Foods Inc., EQIX - Equinix Inc., DLR - Digital Realty Trust Inc., NSSC - NAPCO Security Technologies Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/10/202447 minutes, 3 seconds
Episode Artwork

InvestTalk 5-8-2024 – Is A-I a Bit 'Overhyped' in the Short Term?

One billionaire investor has slashed his big bet on the chipmaker that was one of the best performers last year-- when it rallied a whopping 238%. Today's Stocks & Topics: KEY - KeyCorp., Savings Account, Market Wrap, BLD - TopBuild Corp., Is A-I a Bit 'Overhyped' in the Short Term?, XLB - Materials Select Sector SPDR ETF, VAW - Vanguard Materials ETF, Earnings Season, OPCH - Option Care Health Inc., Limited Partnership, UNM - Unum Group, Capital Gains.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/9/202447 minutes, 1 second
Episode Artwork

InvestTalk 5-7-2024 – Is It Possible to See Opportunities After a Tough Month for Stocks?

Market returns remain heavily concentrated, with just 10 stocks accounting for 85% of the market’s gain for the year to date. Today's Stocks & Topics: KKR - KKR & Co. Inc., Market Wrap, HIMS - Hims & Hers Health Inc., RYI - Ryerson Holding Corp., Is It Possible to See Opportunities After a Tough Month for Stocks, Interest Rates and Homes, Senior Loan Officer Opinion Survey, RVMD - Revolution Medicines Inc., PLAB - Photronics Inc., ERF - Enerplus Corp., CHRD - Chord Energy Corp., The IPOs Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/8/202446 minutes, 52 seconds
Episode Artwork

InvestTalk 5-6-2024 – Job Growth Took a Hit in April and Unemployment Rose

The unemployment rate ticked higher to 3.9% against expectations it would hold steady at 3.8%-- and some traders priced in a strong chance of two interest rate cuts by the end of 2024. Today's Stocks & Topics: ODFL - Old Dominion Freight Line Inc., Marke Wrap, AVMV - Avantis U.S. Mid Cap Value ETF, Job Growth Took a Hit in April and Unemployment Rose, PLTR - Palantir Technologies Inc., NOA - North American Construction Group Ltd., ENB - Enbridge Inc., 529 Plans - DNOW - DNOW Inc., BWXT - BWX Technologies Inc., FSLY - Fastly Inc. Cl A, Tik Tok.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/7/202445 minutes, 59 seconds
Episode Artwork

InvestTalk 5-3-2024 – Why Hundreds of U.S. Banks May Be at Risk of Failure

Expert: Most at risk banks aren’t insolvent or even close to insolvent-- they are just stressed. Today's Stocks & Topics: ABNB - Airbnb Inc. Cl A, Market Wrap, CSW - ICSW Industrials Inc., SBUX - Starbucks Corp., Why Hundreds of U.S. Banks May Be at Risk of Failure, GT - Goodyear Tire & Rubber Co., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, KPP Premium Newsletter, GDX - VanEck Gold Miners ETF, The Weaker US Job Data, Portfolio Reviews, Lower Rares & The REITs Market, CVS - CVS Health Corp., GEO Politics.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/4/202446 minutes, 55 seconds
Episode Artwork

InvestTalk 5-2-2024 – Is It Easier Than Ever for Fund Investors to Build a Good Portfolio?

Compared to the 1980s, investors who don’t want to build their own portfolios have much better options today. Today's Stocks & Topics: TMDX - TransMedics Group Inc., Market Wrap, SWKS - Skyworks Solutions Inc., Is It Easier Than Ever for Fund Investors to Build a Good Portfolio, URNM - Sprott Uranium Miners ETF, APH - Amphenol Corp. Cl A, Monetary Policy, MYRG - MYR Group Inc., DJT - Trump Media & Technology Group Corp., Working from Home.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/3/202446 minutes, 52 seconds
Episode Artwork

InvestTalk 5-1-2024 – The Business of Healthcare Is Complicated

Citing a challenging reimbursement environment and rising costs, Walmart says it cannot operate a profitable business and will close clinics and shutter its telehealth service. Today's Stocks & Topics: TGT - Target Corp., Market Wrap, JACK - Jack in the Box Inc., The Business of Healthcare Is Complicated, SPLG - SPDR Portfolio S&P 500 ETF, PKB - Invesco Building & Construction ETF, Nuclear Power, 401k Funds, WERN - Werner Enterprises Inc., America’s Well-Being, SBUX - Starbucks Corp.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/2/202446 minutes, 25 seconds
Episode Artwork

InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.(This has to do with the implications for expected returns.) Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/1/202447 minutes, 9 seconds
Episode Artwork

InvestTalk 4-29-2024 – The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/30/202447 minutes, 4 seconds
Episode Artwork

InvestTalk 4-26-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, 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: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/26/202446 minutes, 48 seconds
Episode Artwork

InvestTalk 4-25-2024 – Understanding the Difference Between the CPI and PCE Indexes

Inflation is top of mind for investors, but there’s more than one way to measure consumer prices. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/26/202446 minutes, 46 seconds
Episode Artwork

InvestTalk 4-24-2024 – Should You Pay Off Your Mortgage Early or Invest?

Higher safe yields in 2024 upend the old rules related to mortgage paydown. Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify Tara India Opportunities ETF, Sovereign Debt.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/25/202447 minutes, 36 seconds
Episode Artwork

InvestTalk 4-23-2024 – You Can Make IRA Contributions at Any Age, but Should You?

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Small Cap Cash Cows 100 ETF, Home Sales, TU - TELUS Corp., A-I in the Finance Industry, US Shell Industry, SILJ - Amplify Junior Silver Miners ETF, CPB - Campbell Soup Co., Interest Rates.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/24/202444 minutes, 57 seconds
Episode Artwork

InvestTalk 4-22-2024 – What Caused This Year’s Stock Market Rally to Stall and What Happens Next?

Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022. Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia, ADC - Agree Realty Corp., NLCP - NewLake Capital Partners Inc., PAY - Paymentus Holdings Inc., UBER - Uber Technologies Inc., Venezuela & Crypto Currency.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/22/202445 minutes, 20 seconds
Episode Artwork

InvestTalk 4-19-2024 – Mortgage Rates Have Surged Past 7%

Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon.(Is there a sensible play for wannabe home buyers?) Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%, USFD - US Foods Holding Corp., LII - Lennox International Inc., AAON - AAON Inc., KPP Newsletter, The Fed - Discount Window Lending, CTRA - Coterra Energy Inc., HCA - HCA Healthcare Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Sweden Stock Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/20/202446 minutes, 50 seconds
Episode Artwork

InvestTalk 4-18-2024 – Do You Check Your Financial Health?

You should and there are a couple of easy ways to get started. Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/19/202445 minutes, 19 seconds
Episode Artwork

InvestTalk 4-17-2024 – 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade

As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years.(That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.) Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resources, A-I & Energy Demand, Energy Stocks, Inflation & Unemployment, VTI - Vanguard Total Stock Market ETF, VTV - Vanguard Value ETF, VOO - Vanguard S&P 500 ETF, Antitrust Suit Against Live Nation, Investors Sentiment, WTI - W&T Offshore Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/18/202446 minutes, 23 seconds
Episode Artwork

InvestTalk 4-16-2024 – Why Is Inflation Still So Sticky?

Start by blaming rising housing costs and higher gas prices. Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jones Transportation Average, US Home Building, LYV - Live Nation Entertainment Inc., DIV - Global X SuperDividend U.S. ETF, Market Reaction to Middle East Tensions.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/17/202444 minutes, 30 seconds
Episode Artwork

InvestTalk 4-15-2024 – Does a focus on dividend growth add value in down markets?

Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors. Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/16/202447 minutes, 6 seconds
Episode Artwork

InvestTalk 4-12-2024 – The Dangerous Myth of ‘The New Normal’

The odds are against those who believe this time is different. Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investigation.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/12/202446 minutes, 19 seconds
Episode Artwork

InvestTalk 4-11-2024 – Does the Fed Have A 'Real Problem' On Its Hands?

The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace. Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Funds, MLM - Martin Marietta Materials Inc., LIN - Linde PLC, SIG - Signet Jewelers Ltd., VRSN - VeriSign Inc., GDX - VanEck Gold Miners ETF, Gold.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/12/202445 minutes, 34 seconds
Episode Artwork

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts. Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/10/202445 minutes, 13 seconds
Episode Artwork

InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations?

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years. Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-R-A, Small Business Sentiment, SYLD - Cambria Shareholder Yield ETF, KLG - WK Kellogg Co., SCHD - Schwab US Dividend Equity ETF, S – Sentinel One Inc., Financial Markets.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/10/202444 minutes, 53 seconds
Episode Artwork

InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable?

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year. Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries, Inc., CLAR - Clarus Corp., Oil Prices Rally.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/9/202444 minutes, 40 seconds
Episode Artwork

InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis. Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.Our Sponsors:* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/6/202441 minutes, 36 seconds
Episode Artwork

InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings. Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Capital Corp.Our Sponsors:* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/4/202446 minutes, 57 seconds
Episode Artwork

InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers. Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - TerraVest Industries Inc., ETR - Entergy Corp., What It Takes to Retire.Our Sponsors:* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/3/202446 minutes, 29 seconds
Episode Artwork

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth. Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.Our Sponsors:* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/2/202446 minutes, 18 seconds
Episode Artwork

InvestTalk 4-1-2024 – Could the Bull Market Unravel?

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks. Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - Home Depot Inc., DEC - Diversified Energy Company PLC.Our Sponsors:* Learn more at hackerone.com* Visit eBaymotors.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/2/202445 minutes, 45 seconds
Episode Artwork

InvestTalk 3-29-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, 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: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/29/202446 minutes, 48 seconds
Episode Artwork

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.Here are the MATCHUPS for … Monday’s 4/1/24 competition:NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/29/202445 minutes, 58 seconds
Episode Artwork

InvestTalk 3-27-2024 – History Teaches That the Fed Has Made Two Major Mistakes

As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., OKE - ONEOK Inc., MPC - Marathon Petroleum Corp., Baltimore Bridge Collapse, WBD - Warner Bros. Discovery Inc. Series A, ONTO - Onto Innovation Inc., VISA & MasterCard Swipe Fees Lawsuit.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/28/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 3-26-2024 – Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement?

Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent. Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., VITL - Vital Farms Inc., HD - Home Depot Inc., BRBR - BellRing Brands Inc., EU Digital Markets Act, PI - Impinj Inc., UNIT - Uniti Group Inc., Fed Meeting.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/27/202447 minutes, 32 seconds
Episode Artwork

InvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize. Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered Call ETFs, Short Treasury Bonds, Foreign Stock.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/26/202446 minutes, 53 seconds
Episode Artwork

InvestTalk 3-22-2024 – Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think?

Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever. Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, DOC - Healthpeak Properties Inc., Oil Demand, AVUV - Avantis U.S. Small-Cap Value ETF, SPGP - Invesco S&P 500 GARP ETF, INVE.B - Investor AB Series B, Immigration Policies.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/23/202446 minutes, 26 seconds
Episode Artwork

InvestTalk 3-21-2024 – Can You Protect Your Portfolio Against Bond Price Drops?

This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes. Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x Long MSFT Daily ETF, RDDT - Reddit Inc., FBASF - Fibra Uno Administracion S.A. de C.V., InvestTalk Market Madness Match Up Part 2: D - Dominion Energy Inc., SPG - Simon Property Group Inc., IRM - Iron Mountain Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., PRU - Prudential Financial Inc., LAMR - Lamar Advertising Co. Cl A, OKE - ONEOK Inc. Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/21/202446 minutes, 43 seconds
Episode Artwork

InvestTalk 3-20-2024 – Can Nuclear Power “Decarbonize” the Oil and Gas Industry?

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities. Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/20/202446 minutes, 38 seconds
Episode Artwork

InvestTalk 3-19-2024 – The 10 Most Important Shareholder Rights

As a shareholder, you have certain legal privileges, and you should know how to exercise them. Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/19/202446 minutes, 22 seconds
Episode Artwork

InvestTalk 3-18-2024 – US Office Market Is World's Most Oversupplied

The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets. Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/19/202446 minutes, 49 seconds
Episode Artwork

InvestTalk 3-15-2024 – Is EV Euphoria Dead?

Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans. Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Investment Scam Warning. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/15/202445 minutes, 45 seconds
Episode Artwork

InvestTalk 3-14-2024 – Wall St Ends Down After PPI Data and As Chipmakers Fall

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged. Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/14/202445 minutes, 50 seconds
Episode Artwork

InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think

Proper accounting of cost basis is essential to avoid paying more in taxes. Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/14/202446 minutes, 41 seconds
Episode Artwork

InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008. Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, ORA - Ormat Technologies Inc., The Economics of Skiing.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/13/202447 minutes, 51 seconds
Episode Artwork

InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery Game

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly. Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl C, China vs. Tesla and Apple.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/11/202447 minutes, 29 seconds
Episode Artwork

InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024?

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target. Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust, SFM - Sprouts Farmers Market Inc., SPTN - SpartanNash Co., Booming Jobs in the Country. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/9/202447 minutes, 32 seconds
Episode Artwork

InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps?

Maintaining exposure to high-quality stocks is harder than it might seem. Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/8/202446 minutes, 44 seconds
Episode Artwork

InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher Yields

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning. Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/7/202444 minutes, 26 seconds
Episode Artwork

InvestTalk 3-5-2024 – How to Use Gold in Your Portfolio

What you need to know about the advantages and risks of investing in gold. Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co. Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/6/202443 minutes, 16 seconds
Episode Artwork

InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into Fashion

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds. Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/5/202446 minutes, 33 seconds
Episode Artwork

InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury Market

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy. Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/2/202445 minutes, 28 seconds
Episode Artwork

InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like Owners

There are two ways for investors to affect corporate behavior: from the outside and from the inside.(Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.) Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/1/202447 minutes, 39 seconds
Episode Artwork

InvestTalk 2-28-2024 – Why Has Amazon Joined the Dow?

With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies. Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/29/202446 minutes, 22 seconds
Episode Artwork

InvestTalk 2-27-2024 – Capital One Is Buying Discover Financial——What Is the Strategy?

If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal. Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/28/202445 minutes, 47 seconds
Episode Artwork

InvestTalk 2-26-2024 – Passive Funds Have Overtaken Active Funds

In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend? Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/27/202446 minutes, 32 seconds
Episode Artwork

InvestTalk 2-23-2024 – Is Your Index Fund Tracking the Right Index?

Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds. Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/24/202444 minutes, 59 seconds
Episode Artwork

InvestTalk 2-22-2024 – What Does Nvidia's Performance Tell Us About AI and the Tech Sector?

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers. Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/23/202446 minutes, 13 seconds
Episode Artwork

InvestTalk 2-21-2024 – Considering Undervalued Stocks with Reliable Dividends

Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued. Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest in US Farmland, TROW - T. Rowe Price Group Inc., Tax Exempt, Recession, Japan.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/22/202446 minutes, 47 seconds
Episode Artwork

InvestTalk 2-20-2024 – What Will Retail Look Like in Five Years?

Some of the industry’s key decision-makers expect even more evolution ahead. Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/21/202445 minutes, 18 seconds
Episode Artwork

InvestTalk 2-19-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, 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: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/19/202446 minutes, 50 seconds
Episode Artwork

InvestTalk 2-16-2024 – How to Use Real Estate in Your Portfolio

What you need to know about the advantages and risks of investing in real estate.(Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.) Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Staying in the Market, Hedge Funds. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/17/202446 minutes, 2 seconds
Episode Artwork

InvestTalk 2-15-2024 – The Two Great Myths of Social Security Reform

In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health. Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH - Arch Resources Inc., Commodities, META - Meta Platforms Inc., STAA - Staar Surgical Co., EBAY - eBay Inc., WINA - Winmark Corp., Economic Growth. Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/16/202446 minutes, 24 seconds
Episode Artwork

InvestTalk 2-14-2024 – Report: Americans Have $1.13 Trillion in Credit Card Debt

Experts say there are tried-and-true payoff strategies. Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/15/202448 minutes, 6 seconds
Episode Artwork

InvestTalk 2-13-2024 – Could the Institutional Private Equity 'Push' Leave Investors with Scraps?

As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking. Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI - British American Tobacco PLC ADR, IEP - Icahn Enterprises L.P., KRP - Kimbell Royalty Partners L.P., Solar Industry.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/14/202445 minutes, 26 seconds
Episode Artwork

InvestTalk 2-12-2024 – Have Oil Prices Peaked Yet?

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.(Signs of weakness in China’s economy are fueling worries about oil demand.) Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/13/202445 minutes, 40 seconds
Episode Artwork

InvestTalk 2-9-2024 – Considering the Best Types of Stocks to Buy in Today’s Fully-Valued Market

A strong case can be made that value stocks remain the most undervalued.(Consider your allocation based on your risk profile between equity and fixed income.) Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/10/202445 minutes, 22 seconds
Episode Artwork

InvestTalk 2-8-2024 – Assessing and Quantifying AI Risk

Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk. Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/9/202446 minutes, 45 seconds
Episode Artwork

InvestTalk 2-7-2024 – Is the Market in a Dangerous Position?

One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect. Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers. Justin's PERSPECTIVE looks at The Law of Large Numbers and how it relates to stock market dynamics... and finance in general.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/8/202445 minutes, 52 seconds
Episode Artwork

InvestTalk 2-6-2024 – As Layoffs Surged, January Hiring Was a Record Low for the Month

The job cuts were driven by broader economic trends and a strategic shift towards increased automation. Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/7/202445 minutes, 43 seconds
Episode Artwork

InvestTalk 2-5-2024 – Why Is Everyone Always Wrong About the Fed?

Traders—and the Fed itself—are notoriously bad at predicting interest rate moves. Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/6/202446 minutes, 23 seconds
Episode Artwork

InvestTalk 2-2-2024 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/3/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 2-1-2024 – The New Reality for Investors

One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/2/202446 minutes, 36 seconds
Episode Artwork

InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?

The big swing factors are investment quality and expenses, as well as tax costs. Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/1/202446 minutes, 20 seconds
Episode Artwork

InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago

Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis. Today's Stocks & Topics: 401 Investing, INTC - Intel Corp., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule.  Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/31/202445 minutes, 26 seconds
Episode Artwork

InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’

By invoking its authority, the regulator can make civil investigative demands. Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/30/202446 minutes, 20 seconds
Episode Artwork

InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan

Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/27/202446 minutes, 42 seconds
Episode Artwork

InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years

For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies, Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/26/202444 minutes, 52 seconds
Episode Artwork

InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?

Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/25/202446 minutes, 38 seconds
Episode Artwork

InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options

A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/24/202445 minutes, 42 seconds
Episode Artwork

InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance

Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance. Today's Stocks & Topics: EMN - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/23/202442 minutes, 18 seconds
Episode Artwork

InvestTalk 1-19-2024 – What Are Wide-Moat Stocks?

Wide-moat companies carry sound balance sheets but there are other attributes to consider.Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/20/202445 minutes, 55 seconds
Episode Artwork

InvestTalk 1-18-2024 – Troubled Loans Are Putting Pressure on 4 Major Banks

Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023.(JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.) Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc., A-I Jobs, HD - Home Depot Inc., FANG - Diamondback Energy Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/19/202446 minutes, 29 seconds
Episode Artwork

InvestTalk 1-17-2024 – Why Have Bonds Been So Volatile?

Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market.  Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/18/202446 minutes, 19 seconds
Episode Artwork

InvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their Limits

When investing, you don’t know what you don’t know. Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/17/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/15/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 1-12-2024 – What Is the Total Cost of Owning an ETF?

The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.(Fees are only a small part of the equation.)  Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/13/202446 minutes, 22 seconds
Episode Artwork

InvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage Them

Aiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. (Today’s risks might feel elevated, so what really matters?) Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/12/202447 minutes
Episode Artwork

InvestTalk 1-10-2024 – Private Credit is Having a “Golden Moment” – Buy or Sell?

The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend. Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/11/202445 minutes, 44 seconds
Episode Artwork

InvestTalk 1-9-2024 – What's the Story on the SEC and a Bitcoin ETF?

Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF.  Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/10/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024

One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years. Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season. Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 listed companies... in 1896.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/9/202446 minutes, 24 seconds
Episode Artwork

InvestTalk 1-5-2024 – How Does Retirement Spending Work in the Real World?

Inflation is obviously the 'silent assassin', but you may be able to spend more than you think. (If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.)  Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/6/202446 minutes, 57 seconds
Episode Artwork

InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?

As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example. Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/5/202446 minutes, 21 seconds
Episode Artwork

InvestTalk 1-3-2024 – 4 New Rules for Investors In 2024

Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/4/202446 minutes, 51 seconds
Episode Artwork

InvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020

Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/3/202444 minutes, 16 seconds
Episode Artwork

InvestTalk 1-1-2024 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/1/202446 minutes, 50 seconds
Episode Artwork

InvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024

In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less. Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/30/202345 minutes, 31 seconds
Episode Artwork

InvestTalk 12-28-2023 – What’s Changing for Retirement in 2024?

Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees. Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/29/202346 minutes, 22 seconds
Episode Artwork

InvestTalk 12-27-2023 – What Happens If You've Maxed Out Your 401(k)?

A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you. Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/28/202346 minutes, 54 seconds
Episode Artwork

InvestTalk 12-26-2023 – An Annuities Overview: Are They Worth Your Attention?

There are all different types of annuities, but the majority are not necessarily good for you. Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/27/202345 minutes, 23 seconds
Episode Artwork

InvestTalk 12-25-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/25/202346 minutes, 52 seconds
Episode Artwork

InvestTalk 12-22-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/23/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages

The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/22/202345 minutes, 49 seconds
Episode Artwork

InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?

Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/21/202346 minutes, 29 seconds
Episode Artwork

InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?

Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX - Comfort Systems USA Inc., ELF - E.L.F. Beauty Inc., PBA - Pembina Pipeline Corp. Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/20/202346 minutes, 14 seconds
Episode Artwork

InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?

If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China. Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.Our Sponsors:* Check out Monarch Money and use my code INVESTTALK for a great deal: https://www.monarchmoney.com/* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/19/202346 minutes, 39 seconds
Episode Artwork

InvestTalk 12-15-2023 – Inflation Impact on Oil Demand Is Raising Investor Concerns

While U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern. Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/16/202346 minutes, 36 seconds
Episode Artwork

InvestTalk 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.

The main reason for rebalancing is to control risk, not necessarily to improve returns. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/15/202345 minutes, 15 seconds
Episode Artwork

InvestTalk 12-13-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/14/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?

Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.(A November 2023 study has determined that concentrated stock markets, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.) Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/13/202346 minutes, 38 seconds
Episode Artwork

InvestTalk 12-11-2023 – Redfin Report: 2023 Has Been the Least Affordable Home Buying Year in at Least 11 Years.

California metro regions were ranked as the least-affordable while Midwest metros were the most affordable.(So, will listing prices ease in 2024? And, if yes, where?) Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals.Justin's PERSPECTIVE looks at the story of US Dollar Dominance.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/12/202346 minutes, 58 seconds
Episode Artwork

InvestTalk 12-8-2023 – Senate Is Conducting a Bipartisan Probe of Role Private Equity Firms Play in US Health Care

Over the past decade, these firms have spent $1 trillion buying health-care businesses—to include hospitals, nursing homes, physician practices and hospital staffing companies. Today's Stocks & Topics: TT - Trane Technologies PLC, AGX - Argan Inc., MTRN - Materion Corp., What is it Take to Feel Rich, PSTG - Pure Storage Inc. Cl A, TBIL - US Treasury 3 Month Bill ETF, 401k, Apple and India.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/9/202346 minutes, 42 seconds
Episode Artwork

InvestTalk 12-7-2023 – Record 8 Million Mortgage and Loan Defaults in China Demonstrates a Worsening Economic Crisis

Since the outbreak of the coronavirus pandemic, defaults have surged to a record high.(Financial experts say the figures highlight the depth of China’s economic downturn.) Today's Stocks & Topics: ING - ING Groep N.V. ADR, Oil and Stock Prices, Buying Stocks for an 11-Year-Old, FREL - Fidelity MSCI Real Estate Index ETF, FLDR - Fidelity Low Duration Bond Factor ETF, Delisted Stocks, The ETF Market, Delisted Stoks, A-I.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/8/202346 minutes, 1 second
Episode Artwork

InvestTalk 12-6-2023 – FED Chair Powell Admits That Inflation Is Easing, but Downplays Rate Cuts

Inflation is slowing steadily, but Mr. Powell says it's too early to declare victory or to discuss when the Federal Reserve might cut interest rates. Today's Stocks & Topics: Low Risk Investment, DG - Dollar General Corp., PBA - Pembina Pipeline Corp., VZ - Verizon Communications Inc., ZBRA - Zebra Technologies Corp. Cl A, Private REITs, RRSP (Canada’s Equivalent to Traditional IRA), DCI - Donaldson Co. Inc., IVOL - Quadratic Interest Rate Volatility & Inflation Hedge ETF, Google and A-I.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/7/202345 minutes, 55 seconds
Episode Artwork

InvestTalk 12-5-2023 – Can the US Grow Its Way Out of Its $33 Trillion-plus Mountain of Debt?

The Debt-to-GDP ratio is expected to hit 98% by the end of 2023, according to projections from the Congressional Budget Office.(According to financial experts, the danger is that higher interest rates will mean that the cost of servicing America's debt could be unsustainable.) Today's Stocks & Topics: Dividend Reinvestment, CCI - Crown Castle Inc., AMT - American Tower REIT, CDs, Political Views, Interest Rates, 401k, CWST - Casella Waste Systems Inc. Cl A, Streaming Wars.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/6/202346 minutes, 47 seconds
Episode Artwork

InvestTalk 12-4-2023 – Will the SEC’s Data Tagging Plan Ensnare Companies Next Year?

In 2024, the SEC will use investigative tools powered with artificial intelligence to better identify companies that violate disclosure requirements. Today's Stocks & Topics: EXPE - Expedia Group Inc., CRWD - CrowdStrike Holdings Inc. Cl A, The Economy, HA - Hawaiian Holdings Inc., ALK - Alaska Air Group Inc., PLUG - Plug Power Inc., Deflation.Our Sponsors:* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/5/202346 minutes, 36 seconds
Episode Artwork

InvestTalk 12-1-2023 – Learn Why It’s Important to Retire with Purpose

Retirement isn’t just freedom from work, instead it can be the freedom to do your life’s work.Today's Stocks & Topics: SBSW - Sibanye-Stillwater Ltd. ADR, Options Trading, OLED - Universal Display Corp., Charlie Munger, The Stock Market, FIW - First Trust Water ETF, Argentina.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal at: https://www.rosettastone.com/TODAY* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/2/202347 minutes, 37 seconds
Episode Artwork

InvestTalk 11-30-2023 – Must-Knows About Employee Stock Options

How to balance the tax and investment considerations.  Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
12/1/202346 minutes, 14 seconds
Episode Artwork

InvestTalk 11-29-2023 – Must-Knows About Employee Stock Options

How to balance the tax and investment considerations. Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/30/202346 minutes, 3 seconds
Episode Artwork

InvestTalk 11-28-2023 – Can the Rally for Growth Stocks Last?

The Morningstar US Growth Index outperformed the Morningstar US Value Index by more than 20 full percentage points through mid-November 2023. Today's Stocks & Topics: DE - Deere & Co., KHC - Kraft Heinz Co., After Hours Trading, Municipal Bonds, Inflation Around the World, TELL - Tellurian Inc., FTEC - Fidelity MSCI Information Technology Index ETF, HSHIF - Hoshizaki Corp., “SPAC” Special Purpose Acquisition Company.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/29/202346 minutes, 54 seconds
Episode Artwork

InvestTalk 11-27-2023 – Advantages and Disadvantages of Infinite Banking

The infinite banking concept may not be a good fit for everyone and has its advantages and disadvantages. Today's Stocks & Topics: CAH - Cardinal Health Inc., WBA - Walgreens Boots Alliance Inc., PUBM - PubMatic Inc., PLBY - PLBY Group Inc., Cyber-Monday, Selling Options, ETFs vs. Individual Stocks, SMLR - Semler Scientific Inc., VGT - Vanguard Information Technology ETF, XLK - Technology Select Sector SPDR ETF, Healthcare Industry.Justin's PERSPECTIVE takes a look at the HISTORY of Pension Plans in America.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/28/202346 minutes, 37 seconds
Episode Artwork

InvestTalk 11-24-2023 – Black Friday Show

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/24/202346 minutes, 51 seconds
Episode Artwork

InvestTalk 11-23-2023 – Thanksgiving Day Show

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Financial Advisors vs. Planners, Ex-Dividends, Trading, Selling Property, IPOs, Politics and Investing, Retirement, When to Sell, 401K and Mortgage, Collecting Social Security, Mutual Funds vs ETFs, Treasury Bills and Bonds, Index Funds & Dividends, Oil Stocks, Starting a Hedge Fund, Inverse ETFs, Retirement Funds Management.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/23/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 11-22-2023 – What Are the Rules for Cashing Out Your IRA?

As you age, the rules for withdrawing money from your IRA change. Today's Stocks & Topics: AOS - A.O. Smith Corp., MTCH - Match Group Inc., ATAI - ATAI Life Sciences N.V., CMPS - COMPASS Pathways PLC ADR, EV Push, PTON - Peloton Interactive Inc., Bonds, U.K. vs. VISA and Master Card.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/23/202346 minutes, 56 seconds
Episode Artwork

InvestTalk 11-21-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/22/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 11-20-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/21/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 11-17-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/17/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 11-16-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/17/202346 minutes, 51 seconds
Episode Artwork

InvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a Recession

After it reached its highest level in over 40 years in 2022, some experts expect inflation’s effect to fade through the end of 2023 and into 2024. Today's Stocks & Topics: ECPG - Encore Capital Group Inc., EBAY - eBay Inc., OC - Owens Corning, CXDO - Crexendo Inc., Microsoft, COPX - Global X Copper Miners ETF, Portfolio Management, PFORX - PIMCO Intl Bond Fund (US Dollar-Hedged) Institutional, Netflix and The Sports Industry.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.* Check out Rosetta Stone for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/16/202347 minutes, 27 seconds
Episode Artwork

InvestTalk 11-14-2023 – Proof that Staying Invested Is More Effective Than Timing the Market

A buy-and-hold approach won out in a head-to-head model. Today's Stocks & Topics: JOBY - Joby Aviation Inc., TSCO - Tractor Supply Co., AGCO - AGCO Corp., INMD - InMode Ltd., INTC - Intel Corp., Cash Balance Plan, Earnings, TSLQ - AXS TSLA Bear Daily ETF, NVDS - AXS 1.25X NVDA Bear Daily ETF, NFE - New Fortress Energy LLC Cl A, IBM Replacing 401(k) Match.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/15/202347 minutes, 24 seconds
Episode Artwork

InvestTalk 11-13-2023 – What Is an Inverse ETF?

Inverse ETFs can act like insurance for an investor's portfolio, but they're not recommended for everyone. Today's Stocks & Topics: SKX - Skechers USA Inc. Cl A, Municipal Bonds, SWKS - Skyworks Solutions Inc., PODD - Insulet Corp., Inverse ETFs, The U.S. Credit Rating, TOST - Toast Inc., LECO - Lincoln Electric Holdings Inc., A-I and Earnings Transcripts. Justin's PERSPECTIVE looks at the history of minimum wage in America. When was the federal minimum wage FIRST introduced? And just what was the initial hourly wage?  Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/14/202346 minutes, 56 seconds
Episode Artwork

InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?

A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets. (Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.) Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/11/202347 minutes, 1 second
Episode Artwork

InvestTalk 11-9-2023 – Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/10/202346 minutes, 50 seconds
Episode Artwork

InvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with Investors

The market share of ETFs, relative to that of mutual funds, has swollen to almost 30%. Today's Stocks & Topics: JBLU - JetBlue Airways Corp., PLD - Prologis Inc., XOM - Exxon Mobil Corp., WeWork, SPG - Simon Property Group Inc., NOW - ServiceNow Inc., ADBE - Adobe Inc., HAL - Halliburton Co., Bored Ape Yacht Club.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/9/202346 minutes, 43 seconds
Episode Artwork

InvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in Value

Construction companies are benefiting as manufacturing returns to the U.S. Today's Stocks & Topics: LEU - Centrus Energy Corp., Treasury Bills and Bonds, EFR - Eaton Vance Senior Floating-Rate Fund, K - Kellanova, HRL - Hormel Foods Corp., Corporate Bond Market, TSLY - YieldMax TSLA Option Income Strategy ETF, CVX - Chevron Corp., CHWY - Chewy Inc. Cl A, Skills Gap.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/8/202347 minutes, 6 seconds
Episode Artwork

InvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985

The housing market has been tough for prospective home buyers due to high mortgage rates and a supply crunch.Today's Stocks & Topics: WOOF - Petco Health & Wellness Co. Inc., NI - NiSource Inc., Collecting Social Security, STG - Scandinavian Tobacco Group, The Fed and The Treasury.Justin's PERSPECTIVE looks at the phenomenon of "unrealized security losses" at the BIG BANKS.Our Sponsors:* Check out Greenlight.com/investtalk and try Greenlight for free.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/7/202346 minutes, 53 seconds
Episode Artwork

InvestTalk 11-3-2023 – What Is the Right 401(k) Contribution Rate?

Depending on hypothetical portfolio returns and individual income requirement forecasts, there will be various model assumptions. Today's Stocks & Topics: MO - Altria Group Inc., WDS - Woodside Energy Group Ltd. ADR, LNG - Cheniere Energy Inc., Jobs Report, XLE - Energy Select Sector SPDR ETF, When to Sell, End of the New Normal. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/4/202346 minutes, 59 seconds
Episode Artwork

InvestTalk 11-2-2023 – What Happens If the Sovereign Debt Bubble Bursts?

To understand what’s happening, go all the way back to the global financial crisis of 2008-09 when “quantitative easing" was first widely deployed. Today's Stocks & Topics: Earnings, BWA - BorgWarner Inc., Leveraged ETFs, YEAR - AB Ultra Short Income ETF, CLFD - Clearfield Inc., Bitcoin, New Millionaires.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/3/202346 minutes, 51 seconds
Episode Artwork

InvestTalk 11-1-2023 – Banking Sector Overview: Is the Financial Sector ‘Uninvestable’?

The argument for this theory highlights two major concerns: margins and regulations. Today's Stocks & Topics: GD - General Dynamics Corp., TROW - T. Rowe Price Group Inc., QCOM - Qualcomm Inc., SWKS - Skyworks Solutions Inc., VSH - Vishay Intertechnology Inc., PLAB - Photronics Inc., I-Bonds, GNRC - Generac Holdings Inc., CVX - Chevron Corp., What Type of Companies Should We Keep, U.S. Treasury Department.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/2/202345 minutes, 29 seconds
Episode Artwork

InvestTalk 10-31-2023 – A Personal Finance and Investing Guide for All Ages

Everyone's situation is different, but there are model scenarios to examine and pitfalls to avoid. Today's Stocks & Topics: O - Realty Income Corp., The Bear Market, KNSL - Kinsale Capital Group Inc., TSN - Tyson Foods Inc. Cl A, China’s Economic Data, ASC - Ardmore Shipping Corp., Strip Malls.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
11/1/202347 minutes, 9 seconds
Episode Artwork

InvestTalk 10-30-2023 – Q3 2023: U.S. Gross Domestic Product Grew at 4.9%, Outpacing Expectations

While the GDP report could give the Federal Reserve some impetus to keep policy tight, traders are still pricing in a 96% chance of no interest rate hike. Today's Stocks & Topics: BTI - British American Tobacco PLC ADR, Dollar Strength, MT - ArcelorMittal ADR, FTNT - Fortinet Inc., Crypto-currency, The Treasury Department, HON - Honeywell International Inc., Earnings Season.Justin's PERSPECTIVE looks at crypto currency. When did it start, where is it now in terms of relevancy to investors, and where is crypto going?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/31/202344 minutes, 53 seconds
Episode Artwork

InvestTalk 10-27-2023 – What Factors Are Leading to Tightening Financial Conditions?

Even if the Federal Reserve is done raising interest rates, other indicators point to increasing economic pressure. Today's Stocks & Topics: VSH - Vishay Intertechnology Inc., LG Energy Solution and Toyota, BKE - Buckle Inc., Is the Stock Market Manipulated, PCE Inflation Rate, PM - Philip Morris International Inc., MO - Altria Group Inc., GDP Report. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/28/202346 minutes, 52 seconds
Episode Artwork

InvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull Market

The Federal Reserve is powerful but clumsy and the market has experienced a series of investment "fails"— but what else have we learned? Today's Stocks & Topics: J - Jacobs Solutions Inc., SIL - Global X Silver Miners ETF, TXN - Texas Instruments Inc., Market Trends, GOOG - Alphabet Inc. Cl C, Treasury Bonds, GDX - VanEck Gold Miners ETF, SLV - iShares Silver Trust, SCHW - Charles Schwab Corp., Savings & Spending.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/27/202346 minutes, 20 seconds
Episode Artwork

InvestTalk 10-25-2023 – Is the Geopolitical Climate Too Risky to Short Long Term Treasury Bonds?

A high-profile hedge fund manager believes investors may increasingly buy bonds as a safe haven because of growing geopolitical risks. Today's Stocks & Topics: ZBRA - Zebra Technologies Corp. Cl A, NVR - NVR Inc., Bonds, SNY - Sanofi ADR, Portfolio Management, AVGE - Avantis All Equity Markets ETF, Clean energy Stocks, AVGV - Avantis All Equity Markets Value ETF, AVMA - Avantis Moderate Allocation ETF, TROW - T. Rowe Price Group Inc., MG and the EV Market, Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/26/202347 minutes, 2 seconds
Episode Artwork

InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns

When analyzing time horizons, risk evaluation changes for different periods. Today's Stocks & Topics: IYH - iShares U.S. Healthcare ETF, MGY - Magnolia Oil & Gas Corp., EOG - EOG Resources Inc., FPI - Farmland Partners Inc., NVT - nVent Electric PLC, Interest Rates and the Economy, GOLD - Barrick Gold Corp., Gold Rally, Global Manufacturing Outside of China, COP – Conoco Phillips.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/25/202346 minutes, 58 seconds
Episode Artwork

InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble

Investing in the 60/40 rule has been a consistent strategy for years – until 2023. Today's Stocks & Topics: FADMX - Fidelity Advisor Strategic Income Fund FSIF, MLI - Mueller Industries Inc., WMS - Advanced Drainage Systems Inc., MP - MP Materials Corp., DGRO - iShares Core Dividend Growth ETF, VIG - Vanguard Dividend Appreciation ETF, Copper, EG - Everest Group Ltd.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/24/202346 minutes, 27 seconds
Episode Artwork

InvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing Demand

The average contract interest rate for 30-year fixed-rate mortgages increased to 7.7% while applications for a mortgage were 21% lower than the same week last year. Today's Stocks & Topics: LAC - Lithium Americas Corp., PMF - PIMCO Municipal Income Fund, Treasury Bills vs. CDs, I-Bonds, Law of Unintended Consequences, Dollar Cost Average, IHI - iShares U.S. Medical Devices ETF, Seniors.Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/21/202347 minutes, 44 seconds
Episode Artwork

InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees.

After many years languishing at unacceptable levels, the yields for Treasury Inflation-Protected Securities have soared. Today's Stocks & Topics: CASY - Casey's General Stores Inc., NCLH - Norwegian Cruise Line Holdings Ltd., Investing on Mexican Bonds, COST - Costco Wholesale Corp., LULU - Lululemon Athletica Inc., TJX - TJX Cos., Housing Supply, Fractional Shares, EOG - EOG Resources Inc., DVN - Devon Energy Corp., CTRA - Coterra Energy Inc., PDI - PIMCO Dynamic Income Fund, U.S dollar & Commodities, Chinese Investors Selling U.S. Bonds.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/20/202346 minutes
Episode Artwork

InvestTalk 10-18-2023 – Manufacturing Trends 2023: Sector Rebounds After Construction Increase

A ‘Made in USA’ revival has sparked a boom, and the Commerce Department says construction was driven by the building of houses and factories. Today's Stocks & Topics: AEM - Agnico Eagle Mines Ltd., Reverse Split, Consumer Spent Trend, GOOG - Alphabet Inc. Cl C, Investing Strategy, TXT - Textron Inc., PXD - Pioneer Natural Resources Co., VGT - Vanguard Information Technology ETF, Swipe Fees, P.E. Ratio, Inflation Reduction Act.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/19/202347 minutes, 8 seconds
Episode Artwork

InvestTalk 10-17-2023 – Passive Investing 101: Impact and Consequences

It is true that some low-cost investment vehicles have been beneficial for investors, and passive investing appeals to those looking for a free lunch-- but there is no free lunch in the financial markets. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, GMBXF - Grupo Mexico S.A.B. de C.V. Series B, Ex-Dividends, NVO - Novo Nordisk A/S ADR, MDT - Medtronic PLC, Private Credit Markets, Lithium, SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, Banks and Deposit Costs.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/17/202346 minutes, 42 seconds
Episode Artwork

InvestTalk 10-16-2023 – Social Security Administration Announced 3.2% COLA for 2024

Following a large 8.7% cost of living increase for 2023, beneficiaries will receive only a 3.2% increase for 2024. Today's Stocks & Topics: STLD - Steel Dynamics Inc., IIPR - Innovative Industrial Properties Inc., Politics and Investing, Consumer Sentiment, CAN - Accenture PLC Cl A, MP - MP Materials Corp., LNG - Cheniere Energy Inc., Consumer Stocks.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/17/202346 minutes, 38 seconds
Episode Artwork

InvestTalk 10-13-2023 – Why Is Generation X Falling Behind on Retirement Savings?

According to Bankrate.com, more than half of Gen X workers, or roughly 57%, think it is not likely they will save enough to retire comfortably."Generation X" is the demographic classification following the "baby boomers" and preceding "Millennials". Gen X is generally defined as people born from 1965 to 1984. Today's Stocks & Topics: BRC - Brady Corp. Cl A, Copper, EGY - Vaalco Energy Inc., VEGI - iShares MSCI Agriculture Producers ETF, Banks and Earnings.Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/14/202347 minutes, 5 seconds
Episode Artwork

InvestTalk 10-12-23 — How Junk Fees Impact the Banking System

Federal agencies plan to ban excessive fees in the business and banking sectors.Today's stocks and topics: Corporate debt, Green energy policies, Best sector to invest?--Justin comments; TOST-Toast Inc. (NYS), AGCO-AGCO Corp. (NYS), AOS-A.O. Smith Corp. (NYS), LOW-Lowe's Cos. (NYS), KBWP-Invesco KBW Property & Casualty Insurance ETF (ETF).Our Sponsors:* Check out Rosetta Stone and use this link for a great deal: https://www.rosettastone.com/TODAYAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/13/202342 minutes, 40 seconds
Episode Artwork

10-11-2023 – Consumers Are Taking Their Foot Off the 'Spending Pedal'

The headwinds battering consumers include inflation, higher interest rates, federal budget wrangling, polarized politics, student loan repayments, and new global tensions. Today's Stocks & Topics: PLTR - Palantir Technologies Inc., CTRA - Coterra Energy Inc., Real Estate, TEX - Terex Corp., Selling a property, Interest Rates, ITA - iShares U.S. Aerospace & Defense ETF, Yields.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/12/202346 minutes, 18 seconds
Episode Artwork

10-10-2023 – Are Target-Date Funds Good Investments?

Some analysts are making the case that target-date funds have been nothing short of the biggest positive development for investors since the index fund. Today's Stocks & Topics: DKS - Dick's Sporting Goods Inc., X - United States Steel Corp., LCID - Lucid Group Inc., TD - Toronto-Dominion Bank, Big Banks and High-Tech Companies, Bonds Maturity, LYV - Live Nation Entertainment Inc., Earnings Season, ALK - Alaska Air Group Inc., NXST - Nexstar Media Group Inc. Cl A, Bankruptcies, NXST - Nexstar Media Group Inc. Cl A.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/11/202346 minutes, 52 seconds
Episode Artwork

10-9-2023 – What Should Investors Do Amid the Rout in the Stock and Bond Market?

Stocks and government bond prices have both tumbled in recent months as the Fed's rate hikes have led to a dislocation in capital markets. Today's Stocks & Topics: APA - APA Corp., Traditional I-R-A vs. Roth I-R-A, MCD - McDonald's Corp., The Dollar, VZ - Verizon Communications Inc., Subscription Companies. Justin's PERSPECTIVE looks at the History of Labor Strikes in America.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/10/202345 minutes, 38 seconds
Episode Artwork

10-6-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond Offerings, Retirement, Social Security Payments, Value Stocks and Growth Stocks, IPOs.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/7/202346 minutes, 49 seconds
Episode Artwork

10-5-2023 – Should You Have Allocation Funds in Your Portfolio?

These all-in-one funds can simplify the investment process and improve diversification. Today's Stocks & Topics: BSRTF - BSR Real Estate Investment Trust, TFC - Truist Financial Corp., The Apartment Market, RDFN - Redfin Corp., BBY - Best Buy Co. Inc., AXP - American Express Co., Drug Industry Prices, GPK - Graphic Packaging Holding Co., KO - Coca-Cola Co., 8% Mortgage.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/6/202347 minutes, 6 seconds
Episode Artwork

10-4-2023 – With Savings Account Rates Higher Than Most Mortgage Rates, How Can You Optimize Your Situation?

The majority of American homeowners with a mortgage are paying less than 5% interest, and high-yield savings accounts offer a return above that figure. Today's Stocks & Topics: AEP - American Electric Power Co. Inc., RUN - SunRun Inc., Preferred Shares, XOM - Exxon Mobil Corp., Dynamic Pricing, SCI - Service Corp. International, GOOG - Alphabet Inc. Cl C, Investing in Real Estate, K - Kellanova, KLG - WK Kellogg Co., Jobs.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/5/202345 minutes, 42 seconds
Episode Artwork

10-3-2023 – FTX Customers Who Lost a Fortune on the Bankrupt Exchange Are Doubling Down on Crypto

One investor tells his story of risk-taking resilience, he sold his FTX holdings for pennies on the dollar so he could 'reinvest in crypto'. Today's Stocks & Topics: MCD - McDonald's Corp., PYPL - PayPal Holdings Inc., Saudi Arabia and Russia Are Winning, How to Achieve Appropriate Laddering, URNM - Sprott Uranium Miners ETF, XLU - Utilities Select Sector SPDR ETF, XLP - Consumer Staples Select Sector SPDR ETF, MODG - Topgolf Callaway Brands Corp, The Dollar Rally.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/4/202346 minutes, 44 seconds
Episode Artwork

10-2-2023 – A Recession Might Be Coming, Do You Have a Defensive Strategy?

Some analysts say that a recession is all but inevitable for the U.S. and, in that kind of environment, investors should be playing defense. Today's Stocks & Topics: PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, NEE - NextEra Energy Inc., T-Bills, Bonds, CPG - Crescent Point Energy Corp., Amazon, Fiscal Dominance, Home Builders, WTI - W&T Offshore Inc. Justin's PERSPECTIVE examines "The Most Successful Stocks in History"... and WHY they have been big winners.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
10/3/202346 minutes, 54 seconds
Episode Artwork

9-29-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/30/202346 minutes, 50 seconds
Episode Artwork

9-28-2023 – Buying a House or Renting: Which Is Your Best Option in 2023?

Steep home prices, high mortgage rates and marginally declining rental costs are making renting less expensive in 47 out of the top 50 U.S. metros. Today's Stocks & Topics: CHWY - Chewy Inc. Cl A, CBOE - Cboe Global Markets Inc., BAC - Bank of America Corp., CFFN - Capitol Federal Financial Inc., KYCCF - Keyence Corp., BWMX - Betterware de Mexico S.A.P.I. de C.V., The Consumer Balance Sheet, TLT - iShares 20+ Year Treasury Bond ETF, ASIX - AdvanSix Inc., Crude Oil Price.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/29/202346 minutes, 52 seconds
Episode Artwork

9-27-2023 – 3 Ways a Health Savings Account Can Improve Your Finances

Open an HSA in minutes to help save on taxes, cover medical expenses, and grow your retirement nest egg. Today's Stocks & Topics: SPGI - S&P Global Inc., ARE - Alexandria Real Estate Equities Inc., MTZ - MasTec Inc., Rising Cost of Debt, PNC - PNC Financial Services Group Inc., COF - Capital One Financial Corp., Bonds, China’s Real Estate Problem.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/28/202346 minutes, 48 seconds
Episode Artwork

9-26-2023 – Why Do Bond Yields Keep Rising?

Long-term U.S. Treasury bonds serve as a benchmark for many home mortgages and other key consumer and business borrowing rates. Today's Stocks & Topics: RICK - RCI Hospitality Holdings Inc., T - AT&T Inc., Unemployment, PLL - Piedmont Lithium Inc., The Hollywood Strike, FNDF - Schwab Fundamental International Large Company Index ETF, FTC vs. Amazon, Higher Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/27/202347 minutes, 52 seconds
Episode Artwork

9-25-2023 – 10-Year Treasury Yield Reaches Highest Level Since 2007

Investors are awaiting fresh economic data and considering what could be next for interest rates. Today's Stocks & Topics: JETS - U.S. Global Jets ETF, Precious Metals, Oil Prices, NKE - Nike Inc. Cl B, Master Limited Partnership (MLP), EPD - Enterprise Products Partners L.P., Roth I-R-A, URA - Global X Uranium ETF, Western Companies and China’s Supply Chains. Justin's PERSPECTIVE looks at the HISTORY OF CREDIT CARDS. When were they invented? What was the first MODERN credit card? AND-- what is our reliance on them today in 2023?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/26/202346 minutes, 7 seconds
Episode Artwork

9-22-2023 – Can Emerging Technology Make EV Ownership Practical?

Many more EVs are on the way, the charging infrastructure buildout is still in its early stages, and the needed battery breakthrough has not materialized.Today's Stocks & Topics: ISRG - Intuitive Surgical Inc., PFE - Pfizer Inc., KHC - Kraft Heinz Co., Renewable Energy, WDS - Woodside Energy Group Ltd. ADR, Investing for Kid’s Future, Warehouses, PINS - Pinterest Inc., Utilities, Central Banks and Inflation. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/22/202347 minutes, 38 seconds
Episode Artwork

9-21-2023 – Proof That Crypto Fraud Is Possible

U.S. regulators have been working to crack down on digital asset fraud and an investment banker has submitted a guilty plea. Today's Stocks & Topics: CMI - Cummins Inc., ZBRA - Zebra Technologies Corp. Cl A, Value Investing, QUID - PIMCO Sterling Short Maturity UCITS ETF, MINT - PIMCO Enhanced Short Maturity Active ETF, DVN - Devon Energy Corp., Treasury Yields, Gold and Silver, AZTA - Azenta Inc., IPO Market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/22/202346 minutes, 29 seconds
Episode Artwork

9-20-2023 – Is It Time to Be Optimistic on Bank Stocks?

The outlook for the industry overall seems to be turning the corner since a mini-banking crisis erupted earlier this year. Today's Stocks & Topics: KBH - KB Home, O - Realty Income Corp., CHK - Chesapeake Energy Corp., Labor Productivity, TTC - Toro Co., VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, GIS - General Mills Inc., FCC on Name Rules.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/20/202346 minutes, 33 seconds
Episode Artwork

9-19-2023 – 4 Dangerous Assumptions That Could Hurt Your Retirement Plan

By the time retirement savers realize the error of their ways, it may be too late. Today's Stocks & Topics: GE - General Electric Co., Oil, PLBYPLBY Group Inc., Annuities, JEPQ - J.P. Morgan Nasdaq Equity Premium Income ETF, JEPI - JPMorgan Equity Premium Income ETF, SUN - Sunoco L.P., EQT - EQT Corp., Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/20/202346 minutes, 9 seconds
Episode Artwork

9-18-2023 – August Wholesale Inflation Increased 0.7%, Should Investors Be Concerned?

The producer price index increased a seasonally adjusted 0.7% in August, higher than the estimate and the biggest monthly gain since June 2022. Today's Stocks & Topics: VOD - Vodafone Group PLC ADR, Mergers and Acquisitions, Buybacks, Technology, WDS - Woodside Energy Group Ltd. ADR, MITK - Mitek Systems Inc., UTG - Reaves Utility Income Fund, Maturity, SMH - VanEck Semiconductor ETF, LRCX - Lam Research Corp., CDNS - Cadence Design Systems Inc. Justin's PERSPECTIVE looks at the impact of electric power on the American standard of living over the centuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/19/202346 minutes, 55 seconds
Episode Artwork

9-15-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/16/202346 minutes, 26 seconds
Episode Artwork

9-14-2023 – Could an Economic Downturn in China Affect Your Portfolio?

Investors would be wise to watch for global inflation and ripples across commodities. Today's Stocks & Topics: STEM - Stem Inc., European Governments Borrowing from Citizens, Nuclear Power, Google and Government Regulations, CF - CF Industries Holdings Inc., Individual Bond Ratings, PARA - Paramount Global Cl B, 401k and Roth I-R-A, DE - Deere & Co., ASML - ASML Holding N.V., Uranium Prices.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/15/202346 minutes, 37 seconds
Episode Artwork

9-13-2023 – Is It Possible That the Demand for Oil, Gas, and Coal Will Peak by 2030?

According to new projections from the International Energy Agency, the era of seemingly relentless growth in fossil fuel consumption will come to an end this decade. Today's Stocks & Topics: GPC - Genuine Parts Co., Assumable Mortgages, Tax Cuts, Data Division, MASI - Masimo Corp., GLDD - Great Lakes Dredge & Dock Corp., Student Loans, CAVA - CAVA Group Inc., Roth I-R-A Contributions, SOFI - SoFi Technologies Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/14/202345 minutes, 53 seconds
Episode Artwork

9-12-2023 – How Safe Is Gold?

The decision to invest in gold comes down to two factors. Today's Stocks & Topics: AVGO - Broadcom Inc., DG - Dollar General Corp., Banks and the Crisis, Insurance Rates, Treasury Interests, TGT - Target Corp., CEIX - CONSOL Energy Inc., NKE - Nike Inc. Cl B, PDI - PIMCO Dynamic Income Fund, MJ - ETFMG Alternative Harvest ETF, Bond Deals. Justin's PERSPECTIVE examines what has become known as the "Market-Timing Scandal of 2003".Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/13/202347 minutes, 37 seconds
Episode Artwork

9-11-2023 – Does the U.S. Stock Market Look More Attractive Following Its Pullback?

The selloff and rising underlying valuations result in a greater U.S. market discount. Today's Stocks & Topics: Consumers in the US Are About to Hit a Wall, Housing, D - Dominion Energy Inc., SEVN - Seven Hills Realty Trust, GDDY - GoDaddy Inc. Cl A, WTI - W&T Offshore Inc., Google, TTC - Toro Co., VOO - Vanguard S&P 500 ETF, Where to Invests After 70, AMPH - Amphastar Pharmaceuticals Inc., SCCO - Southern Copper Corp., ZYNE - Zynerba Pharmaceuticals Inc., BX - Blackstone Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/12/202345 minutes, 29 seconds
Episode Artwork

9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?

Semiconductor stocks are no stranger to booms and busts and chip stocks have been red-hot this year, but analysts are wondering if there is more room 'to the upside'. (Though it’s clear that many analysts and investors underestimated AI’s potential to propel sales this year, the real danger is what could happen if estimates climb too high.) Today's Stocks & Topics: ET - Energy Transfer LP, The Federal Reserve, Labor Market, DIS - Walt Disney Co., CRI - Carter's Inc., Real Estate Co-Op, OMF – One Main Holdings Inc., Asset Allocation and Market Valuation, DOCU - DocuSign Inc., DG - Dollar General Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/9/202345 minutes, 56 seconds
Episode Artwork

9-7-2023 – The Majority of Homeowners Feel 'Locked In' by Their Current Mortgage Rate

After bottoming out below 3% in January 2021, the average rate for a 30-year, fixed-rate mortgage now sits above 7% — which is just too high for many homeowners to consider selling.(But could a rate of 5% be the 'magic number' to trigger a move?) Today's Stocks & Topics: DVN - Devon Energy Corp., EOG - EOG Resources Inc., ISM Sector, Mortgage Rates, Mining Industry in Saudi Arabia, Price Support, APLD - Applied Digital Corp., TGTX - TG Therapeutics Inc., TLRY - Tilray Brands Inc., Credit Card Debt, Apple Falls, O - Realty Income Corp., FDX - FedEx Corp., UPS - United Parcel Service Inc. Cl B.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/8/202344 minutes, 38 seconds
Episode Artwork

9-6-2023 – Avoiding Investment Mistakes Is Crucial

Everybody knows that if something looks too good to be true, it probably is-- yet millions of investors override their better judgment and buy investments that can’t possibly be delivered on their promise. Today's Stocks & Topics: GPK - Graphic Packaging Holding Co., Rents, D - Dominion Energy Inc., TRTN - Triton International Ltd., Tesla Under Investigation, VWAGY - Volkswagen AG 1/10th ADR, Treasury Bonds and Bills, Oil Markets.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/6/202345 minutes, 46 seconds
Episode Artwork

9-5-2023 – Can You Protect Your Retirement Assets from Inflation?

Why inflation can be a big deal in retirement—especially for new retirees. Today's Stocks & Topics: UPS - United Parcel Service Inc. Cl B, LBRT - Liberty Energy Inc., The A-I Buzz Is Facing a Reality Check, Oil Demand, Financing Large Purchases, MJ - ETFMG Alternative Harvest ETF, FTAIP - FTAI Aviation Ltd. 8.25% Fixed/Floating Cum Redeem Pfd. Series A, FTAIN - FTAI Aviation Ltd. Pfd. Series C, CTSH - Cognizant Technology Solutions Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/6/202347 minutes, 41 seconds
Episode Artwork

9-4-2023 - Best of Caller Questions - Labor Day Edition

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/4/202346 minutes, 26 seconds
Episode Artwork

9-1-2023 – How to Calibrate Your Target Savings Rate

Rules of thumb are better than nothing, but smart investors customize their own savings targets. (You can hope investments will do all the heavy lifting on the road to retirement, but what you really need to do is take a close look at your budget in an effort to bump up your savings rate and reduce spending.) Today's Stocks & Topics: DG - Dollar General Corp., Saudi Arabia's Oil Exports, Bond Exposure, NEE - NextEra Energy Inc., Mortgage Rates, SOFI - SoFi Technologies Inc., VET - Vermilion Energy Inc., RIO - Rio Tinto PLC ADR. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
9/1/202346 minutes, 2 seconds
Episode Artwork

8-31-2023 – Does Adding Dividend Stocks Improve Portfolio Performance?

While all indexes take essentially the same approach when cloning the conventional stock and bond markets, they diverge with dividend stocks. (Stock market indexes already include many dividend-paying securities, so the question becomes: Should investors own even more?) Today's Stocks & Topics: Demand for Oil, Evergreen, PYPL - PayPal Holdings Inc., SRS - ProShares Real Estate, BA - Boeing Co., Earning Season, UBER - Uber Technologies Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/31/202345 minutes, 56 seconds
Episode Artwork

8-30-2023 – How to Use Cash in a Portfolio

A look at the pros and cons of the safest asset class. Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, University Education, Hedge Funds, Germany and Energy, NOK - Nokia Corp. ADR, Individual Bonds, CTRA - Coterra Energy Inc., PODD - Insulet Corp., STAA - Staar Surgical Co., NET - Cloudflare Inc. Cl A, CDs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/31/202346 minutes, 54 seconds
Episode Artwork

8-29-2023 – When Stock Becomes Worthless, Can Investor's Gain a Valuable Lesson?

According to Nasdaq data, more than 15 million transactions took place on August 16th in shares of a failing home retailer which filed for Chapter 11 bankruptcy protection in late April. Today's Stocks & Topics: WM - Waste Management Inc., Rate Mortgages, Copper, Bed, Bath and Beyond, GILD - Gilead Sciences Inc., SN - SharkNinja Inc., Buying Vacation Properties, ATVI - Activision Blizzard Inc., KO - Coca-Cola Co., DAC - Danaos Corp., ORI - Old Republic International Corp., AMN - AMN Healthcare Services Inc. TRIVIA: "Can you name the 9 Professions with the Most Unethical People?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/30/202346 minutes, 11 seconds
Episode Artwork

8-28-2023 – There Is a Strategy to Using Taxable Bonds in a Portfolio

If you already have equity exposure, taxable bonds could be a logical addition, thanks to their ability to generate income and reduce risk. Today's Stocks & Topics: TPX - Tempur Sealy International Inc., Growth vs. Value, FCC and Private Equity and Hedge Funds, College Degrees, Taxable Bonds, ENPH - Enphase Energy Inc., NEE - NextEra Energy Inc., Mutual Funds, VMNFX - Vanguard Market Neutral Fund Investor, CPA - Copa Holdings S.A. Cl A, MOD - Modine Manufacturing Co. Justin's PERSPECTIVE looks at 'The History of Coins Used in America'.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/29/202346 minutes, 43 seconds
Episode Artwork

8-25-2023 – Price Data Reveals the Best U.S. Cities for First-Time Homebuyers

Statistics from the U.S. Census show that there are 15 cities where home prices are much cheaper than the U.S. median of $416,100.(In fact, home prices in Texas are slightly cheaper than the U.S. average, which makes for some of the most affordable homes in the country.)  Today's Stocks & Topics: GWW - W.W. Grainger Inc., How Should An 18-year-Old Get Started in Investing, CAMT - Camtek Ltd., EPD - Enterprise Products Partners L.P., GIS - General Mills Inc., C - Citigroup Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/25/202345 minutes, 41 seconds
Episode Artwork

8-24-2023 – Is the Consumer Still in Control of the Economy?

Even with rising debt levels, higher interest rates, resumption of student loan payments, and inflation, the economic data seems to show little sign of significant consumer distress. Today's Stocks & Topics: OTIS - Otis Worldwide Corp., Institutional Ownership, CIVI - Civitas Resources Inc., FCNCA - First Citizens Bancshares Inc. Cl A, Equity Portfolio Allocation, Precious Metals Miners, PFE - Pfizer Inc., Treasury Yields, China.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/25/202345 minutes, 34 seconds
Episode Artwork

8-23-2023 – Is Value Investing as Cheap as It’s Ever Been?

Looking at growth vs value, one analyst claims that some sectors are disconnected from business value. Today's Stocks & Topics: FL - Foot Locker Inc., Real Rates, Commercial Office Space, Cash, ARHS - Arhaus Inc., SHOP - Shopify Inc. Cl A, TGT - Target Corp., BAC - Bank of America Corp., X - United States Steel Corp. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/24/202345 minutes, 59 seconds
Episode Artwork

8-22-2023 – Should 'Manufacturing in Space' Startups Be on Your Investment Radar?

Promoters claim that pharma, semiconductors, beauty and health products, and other industries might benefit from methods that are not possible to utilize on Earth. Today's Stocks & Topics: Labor Market is Shifting, Commercial Real Estate, Low Interest, Roth I-R-A Contributions, AMT - American Tower REIT, CCI - Crown Castle Inc., EMN - Eastman Chemical Co., MAS - Masco Corp., HSY - Hershey Co., CVS - CVS Health Corp., Signs of Growth in the Market, FLGT - Fulgent Genetics Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/23/202346 minutes, 44 seconds
Episode Artwork

8-21-2023 – Fitch Ratings Warns It May Be Forced to Downgrade Dozens of Banks

Apparently, the U.S. banking industry has inched closer to another source of turbulence — the risk of sweeping rating downgrades on dozens of U.S. banks that could even include the likes of JPMorgan Chase. Today's Stocks & Topics: A-I Funds, LEG - Leggett & Platt Inc., XOM - Exxon Mobil Corp., China Growth, BTI - British American Tobacco PLC ADR, STNE - StoneCo Ltd. Cl A, SQM - Sociedad Química y Minera De Chile S.A. ADR, T - AT&T Inc., VZ - Verizon Communications Inc. Justin's PERSPECTIVE looks at a brief history of fiat currency failures.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/21/202346 minutes, 52 seconds
Episode Artwork

8-18-2023 – Redfin: Housing Market Has Hit 'Rock Bottom'

The prediction claims that even if buyers come to terms with high rates, home listings will remain scarce because homeowners will hold out on listing and selling their homes. Today's Stocks & Topics: Retail Data, China’s Real Estate, MCHP - Microchip Technology Inc., Treasuries, SPYD - SPDR Portfolio S&P 500 High Dividend ETF, MLI - Mueller Industries Inc., Covid Savings Accounts, VUSTX - Vanguard Long-Term Treasury Fund Investor. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/19/202345 minutes, 41 seconds
Episode Artwork

8-17-2023 – Will the Price Increases for Streaming Services Improve Their Bottom Line and Stock Performance?

The price hikes come as streamers captured a record 38.7% of Americans’ viewing time last month, according to new Nielsen data. Today's Stocks & Topics: Wal-Mart Earnings, China’s Deflation, VinFast Electric Cars, GOOG - Alphabet Inc. Cl C, Moving Averages, IRT - Independence Realty Trust Inc., STWD - Starwood Property Trust Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/18/202346 minutes, 31 seconds
Episode Artwork

8-16-2023 – Is There a Smart Way to Use Large-Cap Stocks in a Portfolio?

The specifics will depend on several factors but there are benefits and risks to investing in large-cap stocks. Today's Stocks & Topics: Oil Companies, CRM - Salesforce Inc., BRKR - Bruker Corp., KR - Kroger Co., Inflation Reduction Act, Chips and Science Act, Dividends and Taxes, SMLR - Semler Scientific Inc., META - Meta Platforms Inc., AMC - AMC Entertainment Holdings Inc. Cl A., A-I and Dot-Com Bubble Similarities.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/16/202346 minutes, 56 seconds
Episode Artwork

8-15-2023 – Would the 4% Rule for Retirement Withdrawals Leave You Broke?

We will look at one of the most common rules of thumb for retirement withdrawals, and why you might think twice before using it. Today's Stocks & Topics: Retail Sales, Home Building, China’s Big Sale-off, Minimum Distribution Mistakes, LMND - Lemonade Inc., AMD - Advanced Micro Devices Inc., Cach-Out Refinance, AIT - Applied Industrial Technologies Inc., MDT - Medtronic PLC, WM - Waste Management Inc., VALE - Vale S.A. ADR, NNI - Nelnet Inc. Cl A. TRIVIA: "What are some examples of “forever assets” that will earn you passive income and/or appreciate in value-- thereby allowing you to "make money while you sleep"?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/16/202346 minutes, 38 seconds
Episode Artwork

8-14-2023 – How Do Banks 'Price' Mortgages, and When Might Rates Go Down?

When banks are pricing a mortgage loan, they rely on a few factors: credit scores, the size of the loan compared with the appraised value of the property, and the interest rates in the economy. Today's Stocks & Topics: Green Energy, Earnings Season, Oil Companies, PR - Permian Resources Corp., HE - Hawaiian Electric Industries Inc., FTNT - Fortinet Inc., Dividends and Taxes, Diversified Portfolio, SBAC - SBA Communications Corp., Debt-to-GDP, CD Laddering, MNST - Monster Beverage Corp. Justin's PERSPECTIVE today looks at the topic of 'U.S. national debt' and puts the subject of debt-- that is lending and borrowing--against the backdrop of the practice as implemented over many centuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/15/202346 minutes, 56 seconds
Episode Artwork

8-11-2023 – Why Insider Trading Is So Difficult to Stop

Insider trading occurs when a person or entity makes a profitable trade based on information that is not available to the public. Today's Stocks & Topics: CHGG - Chegg Inc., EL - Estee Lauder Cos. Cl A, UNM - Unum Group, Producer Price Index (PPI), Tech Companies, Cost-of-Living Adjustment (COLA), VEA - Vanguard FTSE Developed Markets ETF, Office Building Debt.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/12/202345 minutes, 49 seconds
Episode Artwork

Bonus Interview: Justin Klein with Craig Roberts on Life!Line

InvestTalk host Justin Klein talks about the markets, money, retirement planning, inflation, the economy, sector performance, treasury debt, and more.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/11/202341 minutes, 18 seconds
Episode Artwork

8-10-2023 – Is Capitulation at the Market’s Highest Levels Coinciding with a Subtle Shift in the Market Narrative?

More big-name investors have shuttered their bearish bets or changed their sad tune—even as the stock market has begun to edge lower. Today's Stocks & Topics: Housing Markets, Earnings Report, Tax Credits, Student Loans, UPST - Upstart Holdings Inc., CCJ - Cameco Corp., Brokerage Accounts, KRP - Kimbell Royalty Partners L.P.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/11/202346 minutes, 44 seconds
Episode Artwork

8-9-2023 – Has E-Commerce Peaked?

The pandemic boom in online retail has given way to stagnation and stiffening competition. Today's Stocks & Topics: 401k and Employees, Amazon to Meet with FTC Officials, Mortgage REITs, PVL - Permianville Royalty Trust, NRT - North European Oil Royalty Trust, SCHD - Schwab US Dividend Equity ETF, ZIM - ZIM Integrated Shipping Services Ltd., CDs, JEPI - JPMorgan Equity Premium Income ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/10/202346 minutes, 57 seconds
Episode Artwork

8-8-2023 – Is the Stock Market Now Fairly Valued?

After a fast and furious rally, there are probably still pockets of undervalued opportunities. Today's Stocks & Topics: Banks, Higher Volatility, TGT - Target Corp., TMO - Thermo Fisher Scientific Inc., CLH - Clean Harbors Inc., PERI - Perion Network Ltd., NVST - Envista Holdings Corp., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, NEM - Newmont Corp., CHWY - Chewy Inc. Cl A. TRIVIA: "The average homebuyer puts down about 13% on a home purchase, but how much should you have for a downpayment IF you want to avoid paying private mortgage insurance (PMI) on a conventional loan?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/9/202346 minutes, 52 seconds
Episode Artwork

8-7-2023 – Bad Timing Costs Investors One-Fifth of Their Funds’ Returns

One study has determined that investors have enjoyed greater success by favoring simpler solutions. Today's Stocks & Topics: U.S. Fiscal Policy, Inflation Data, A-I Companies, BJ - BJ's Wholesale Club Holdings Inc., GOLD - Barrick Gold Corp., DIS - Walt Disney Co., SSNC - SS&C Technologies Holdings Inc., ALB - Albemarle Corp. Justin's PERSPECTIVE looks at 'select historical data' from the market index we know as the Dow Jones Industrial Average.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/8/202346 minutes, 56 seconds
Episode Artwork

8-4-2023 – How Layoffs and A.I. Are Impacting Tech Workers

Layoffs have hurt workers, but a booming artificial intelligence market is giving the industry a renewed sense of optimism. Today's Stocks & Topics: Bond Rating Agencies, HON - Honeywell International Inc., CLH - Norwegian Cruise Line Holdings Ltd., JNJ - Johnson & Johnson Split, BWA - BorgWarner Inc., Best Investment Options, CRM - Salesforce Inc., Tesla.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/5/202346 minutes, 52 seconds
Episode Artwork

8-3-2023 – The Nation’s Biggest Banks Are Gearing Up for More Consumer Struggles Ahead

Any downturn could be exacerbated by the pressure investors have put on companies to keep prices high and cut costs to replicate the abnormally large profit-margin gains of 2021 and 2022. Today's Stocks & Topics: Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/4/202346 minutes, 56 seconds
Episode Artwork

8-2-2023 – How EVs Are Upending the 100-Year-Old Auto Supply Chain

Cars have thousands of parts that come from a branching supply chain of firms-- each dependent on the success of the others-- but automakers are bringing more of their supply chain in-house. Today's Stocks & Topics: Credit Rating Downgrade, Oil Prices, Foreign Purchasing of U.S. Homes, LDOS - Leidos Holdings Inc., ORCL - Oracle Corp., AGCO - AGCO Corp., Stocks with Two Symbols, DIS - Walt Disney Co., EQIX - Equinix Inc., PYPL - PayPal Holdings Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/3/202346 minutes, 17 seconds
Episode Artwork

8-1-2023 – There Might Be Good News for Investors Looking for High-Quality, Undervalued Companies

Some names are trading at discount prices, but they may or may not be right for your portfolio. Today's Stocks & Topics: CLB - Core Laboratories Inc., Investing for Kids Future, CUBE - CubeSmart, 529 Plan, AMSWA - American Software Inc. Cl A, VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund, Roth I-R-A Contributions, PHM - PulteGroup Inc., MGV - Vanguard Mega Cap Value ETF. TRIVIA: "Can you name the 5 states that CNBC’s 'Top States for Business' study predicts are the best-suited to withstand economic hardship?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/2/202347 minutes, 1 second
Episode Artwork

7-31-2023 – Is the Hope of a 'Soft Landing' Realistic?

Slowing inflation gives encouragement to the possibility of an easy let-down and U.S. markets are reflecting a renewed sense of optimism, while other areas indicate ongoing concern. Today's Stocks & Topics: Jobs Market, Bonds vs. Stocks, PBR - Petroleo Brasileiro S/A ADR, REK - ProShares Short Real Estate, MED - Medifast Inc., QS - QuantumScape Corp. Cl A, GNK - Genco Shipping & Trading Ltd., MU - Micron Technology Inc. "Justin's PERSPECTIVE looks at SOLAR ENERGY... including its LONG history."Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
8/1/202346 minutes, 34 seconds
Episode Artwork

7-28-2023 – U.S. Bank Regulators Unveil Sweeping Changes for Capital Requirements

The changes, for banks with $100 billion or more in assets, are designed to revise rules tied to risky activities including lending, trading, valuing derivatives and operational risk. Today's Stocks & Topics: 2nd Quarter GDP, High-Yield Savings Account, GT - Goodyear Tire & Rubber Co., KBR - KBR Inc., Economic Reports, Bonds, VUSB - Vanguard Ultra-Short Bond ETF, Mortgage Insurance, LLY - Eli Lilly & Co.  Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/29/202342 minutes, 54 seconds
Episode Artwork

7-27-2023 – Home Prices Continue to Climb with ‘Striking’ Regional Differences

Prices are rising again because supply is still very low and current homeowners are reluctant to sell, given that most are paying mortgage rates that are less than half of today’s rates.Today's Stocks & Topics: Cyclical Stocks vs. Non-Cyclicals Stocks, Inflation, MCO - Moody's Corp., ELF - e.l.f. Beauty Inc., Business Cycles, Gross Domestic Product (GDP), BAM - Brookfield Asset Management Ltd. Cl A, BN - Brookfield Corp., TGT - Target Corp., Consumer Stocks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/28/202346 minutes, 38 seconds
Episode Artwork

7-26-2023 – How Will Artificial Intelligence Affect Investing?

To understand the dynamics, it's important to evaluate AI's potential impact on portfolio managers, financial advisors, and investment researchers. Today's Stocks & Topics: Housing Market, Consumer Sentiment, QQQ - Invesco QQQ Trust Series I, Bond Investing, PFG - Principal Financial Group Inc., RILY - B. Riley Financial Inc., Investing Strategy, PLTR - Palantir Technologies Inc., Binance Cryptocurrency, MPW - Medical Properties Trust Inc., NVDA - NVIDIA Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/27/202346 minutes, 48 seconds
Episode Artwork

7-25-2023 – Don’t Go Chasing Recent Returns

At least one market strategist is warning investors not to mistake performance for future returns. Today's Stocks & Topics: Double Tree Capital, Commodities Prices, Secure Act 2.0, PYPL - PayPal Holdings Inc., ACCO - ACCO Brands Corp., HYGV - FlexShares High Yield Value-Scored Bond Index Fund, WST - West Pharmaceutical Services Inc., WW - WW International Inc., AZEK - AZEK Co. Inc., HES - Hess Corp., CHRD - Chord Energy Corp., MMM - 3M Co., BIG - Big Lots Inc. TRIVIA: "Beyond establishing a successful business, WHAT is often a purpose (or an objective) of DISRUPTOR COMPANIES? AND-- can you name 2 prominent examples of very popular disruptor companies?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/26/202346 minutes, 19 seconds
Episode Artwork

7-24-2023 – Could This Be A 'Momentous Week' for Bank Rate Pivot Points?

The U.S. Federal Reserve, Bank of Japan and European Central Bank will all announce key interest rate decisions this week, with each potentially nearing a pivotal moment in their monetary policy trajectory. Today's Stocks & Topics: ERF - Enerplus Corp., PKX - POSCO Holdings Inc. ADR, SCPL - SciPlay Corp. Cl A, Oil Industry, TTC - Toro Co., HIMX - Himax Technologies Inc. ADR, MGIC - Magic Software Enterprises Ltd., Import Duties.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/24/202346 minutes, 2 seconds
Episode Artwork

7-21-2023 – Is It Time to Move Away from Bonds in Your Portfolio?

Cash rates are nearing 5% but that can be changed anytime, whereas bonds offer a yield that is typically fixed over the life of the bond. Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Equity, NA Trusts, Consumer Sentiment, FL - Foot Locker Inc., ARHS - Arhaus Inc., CIVI - Civitas Resources Inc., CHRD - Chord Energy Corp., MYRG - MYR Group Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/22/202346 minutes, 44 seconds
Episode Artwork

7-20-2023 – Do the New Federal Guidelines for Approving Mergers Make Sense?

The proposed rules are designed to fit the "digital age" and apply to both vertical and horizontal mergers. Today's Stocks & Topics: Home Sales Report, Average Retiree’s Net Worth, CEG - Constellation Energy Corp., NTR - Nutrien Ltd. CF - CF Industries Holdings Inc., Investment Style Box, KEY - KeyCorp, ET - Energy Transfer LP, AVGO - Broadcom Inc., BKE - Buckle Inc., TAP - Molson Coors Beverage Co. Cl B.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/21/202346 minutes, 10 seconds
Episode Artwork

7-19-2023 – Should Large-Blend Funds Outweigh Value Plus Growth Funds in a Portfolio?

Large-blend funds are the easiest way to get broad exposure to the U.S. equity market. Today's Stocks & Topics: The Economy and the Market, NTR - Nutrien Ltd., VZ - Verizon Communications Inc., Portfolio Management, NDAQ - Nasdaq Inc., T - AT&T Inc., HTGC - Hercules Capital Inc., VFC - VF Corp., Where the Rich Keep Their Money.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/20/202346 minutes, 20 seconds
Episode Artwork

7-18-2023 – What Are the Dynamics Making the Labor Market Difficult for Employers?

Companies are deciding where to locate and expand based largely on the availability of workers in a given location and one expert is blaming a mix of factors. Today's Stocks & Topics: Fund Companies New Rules, Carvana’s Future, China’s Cloud Computing Market, GPK - Graphic Packaging Holding Co., Shares Outstanding, BTI - British American Tobacco PLC ADR, CIVI - Civitas Resources Inc., SSTK - Shutterstock Inc., NFLX - Netflix Inc., ATKR - Atkore Inc., TOST - Toast Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/19/202346 minutes, 19 seconds
Episode Artwork

7-17-2023 – You Don’t Have to Know Everything to Invest Well

But you do have to know how to use the information you have. Today's Stocks & Topics: Earnings Season, ADI - Analog Devices Inc., T - AT&T Inc., VZ - Verizon Communications Inc., The Economy, AVGO - Broadcom Inc., BWA - BorgWarner Inc., ETFs Maturity. Justin's PERSPECTIVE looks at the history of United States Savings Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/18/202346 minutes, 19 seconds
Episode Artwork

7-14-2023 – Do You Make Critical Investing Mistakes?

If a knowledgeable observer trained their sights on your choices, they may find some 'trouble spots'.[You could have too many accounts and holdings. Your asset allocations might not relate back to your planned spending. You could own individual stocks that duplicate exposures in your mutual funds. And so on.] Today's Stocks & Topics: Producer Price Index - PPI, Inflation Numbers, Baby Boomer Retirement Savings, China’s Economy, Annuities, How Much Cash Should Be Hold, Yield Curve, MET - MetLife Inc., DG - Dollar General Corp., Why Companies Are Asking to Get Out of Cash, PLTR - Palantir Technologies Inc., WHR - Whirlpool Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/14/202346 minutes, 34 seconds
Episode Artwork

7-13-2023 – Amid Supply Concerns, Demand for Lithium and Other Critical Minerals Is Skyrocketing

The market size for minerals crucial to the energy transition hit $320 billion in 2022, a doubling across the past five years. Start-ups in the critical minerals sector raised $1.6 billion last year, a record. (Do investors have a 'play' here?)  Today's Stocks & Topics: A-I Chips, China Trade Data, XRP Token, DOCN – Digital Ocean Holdings Inc., SR - Spire Inc., NTAP - NetApp Inc., OMF - OneMain Holdings Inc., SLB - Schlumberger Ltd., XLF - Financial Select Sector SPDR ETF, Housing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/14/202346 minutes, 24 seconds
Episode Artwork

7-12-2023 – Is It Good News for Investors If Rates Stay Higher for Longer?

With the Fed believed to be readying another rate hike, bonds offer attractive yields even after inflation. Today's Stocks & Topics: Taxing Companies Across Borders, ETFs, A-I Revolution, BOH - Bank of Hawaii Corp., FDX - FedEx Corp., CVS - CVS Health Corp., SPY - SPDR S&P 500 ETF Trust, SBSW - Sibanye-Stillwater Ltd. ADR, WPC - W. P. Carey Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/13/202346 minutes, 47 seconds
Episode Artwork

7-11-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/12/202346 minutes, 50 seconds
Episode Artwork

7-10-2023 – Could the American Banking Landscape Be on the Verge of a Seismic Shift?

Some experts believe that rising interest rates, losses on commercial real estate, and heightened regulatory scrutiny will pressure regional and mid-sized banks--- leading to a wave of mergers. Today's Stocks & Topics: Five Main Worries of Investors in Bull Market, Buying ETFs, ADM - Archer Daniels Midland Co., Bond Maturity, ANGL - VanEck Global Fallen Angel High Yield Bond ETF, WELL - Welltower Inc., OGN - Organon & Co., BMY - Bristol Myers Squibb Co., NVO - Novo Nordisk A/S ADR, MKL - Markel Group Inc. Justin's PERSPECTIVE looks at the HISTORY of Investment Banking in the United States.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/10/202346 minutes, 12 seconds
Episode Artwork

7-7-2023 – When Should You Own the Underlying Components Rather Than a Fund-of-Funds?

You could save on fees, but the do-it-yourself approach could be more trouble than it’s worth.(At what point does it make sense to own the underlying ETFs rather than a fund-of-funds?) Today's Stocks & Topics: Jobs Report, Retirement Savings, NKE - Nike Inc. Cl B, TFC - Truist Financial Corp., PAYC - Paycom Software Inc., Pension Rollover, ALB - Albemarle Corp., BWA - BorgWarner Inc., OVV - Ovintiv Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/8/202346 minutes, 33 seconds
Episode Artwork

7-6-2023 – Does the Labor Force Need More 'Out of Office' Time?

For many workers, it is a challenge to disengage from the office and more than 55% of U.S. workers say they don’t fully unplug from their job. Today's Stocks & Topics: Americans Are Quitting Their Jobs, SM - SM Energy Co., NFLX - Netflix Inc., MMM - 3M Co., LMT - Lockheed Martin Corp., Housing Stocks, Stocks and Taxes, OXY - Occidental Petroleum Corp., DVN - Devon Energy Corp., AWEVF - Alphawave IP Group PLC, JPM - JPMorgan Chase & Co., Foreign Investment Flow.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/7/202346 minutes, 43 seconds
Episode Artwork

7-5-2023 – Have You Developed Your Retirement Investing Road Map?

As you design your 'in-retirement' financial plan, there are key tasks you need to tackle.(You'll need to think about asset allocation, Social Security benefits, annuities, withdrawal rates, and more.) Today's Stocks & Topics: America's Factory Boom, UNG - United States Natural Gas Fund L.P., WOOF - Petco Health & Wellness Co. Inc., AMRC - Ameresco Inc. Cl A, How Older Americans Are Investing, MMM - 3M Co., Annuities, Working at Home vs. Working at the Office.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/6/202346 minutes, 7 seconds
Episode Artwork

7-4-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/4/202346 minutes, 50 seconds
Episode Artwork

7-3-2023 – What Do Supply Cuts Mean for Oil Investors?

Saudi Arabia and Russia, the world's biggest oil exporters, deepened oil cuts on Monday, sending prices higher despite concerns over a global economic slowdown. Today's Stocks & Topics: China and The Semiconductor Industry, Labor Market, ZM - Zoom Video Communications Inc., PANW - Palo Alto Networks Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, PHM - PulteGroup Inc., TPH - Tri Pointe Homes Inc., BRKB - Berkshire Hathaway Inc. Cl B, Federal Trade Commission (FTC) Chair Lina Khan.  Justin's PERSPECTIVE establishes a 'high level overview' of the historical aspects of the U.S. economy.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/3/202346 minutes, 39 seconds
Episode Artwork

6-30-2023 – U.S. Yield Curve Inversions Deepen on Hawkish Fed and Strong U.S. Data

Stronger-than-expected economic data on Thursday backed expectations that the Fed will keep interest rates higher for longer.Today's Stocks & Topics: WBD - Warner Bros. Discovery Inc. Series A, VZ - Verizon Communications Inc., Inflation, Rental Properties Insurance, AAON - AAON Inc., MTH - Meritage Homes Corp., CPS - Cooper-Standard Holdings Inc., Student Loans, Rental Properties. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
7/1/202346 minutes, 20 seconds
Episode Artwork

6-29-2023 – The "High-5" Banking Method Strategy

Most people have at least two bank accounts to their name– a checking account and a savings account-- but there may be a smarter way to handle bank accounts.(How many bank accounts should you have?) Today's Stocks & Topics: Bidenomics, Inflation Around the World, PAX - Patria Investments Ltd., MOS - Mosaic Co., CF - CF Industries Holdings Inc., APOG - Apogee Enterprises Inc., GNRC - Generac Holdings Inc., NRG - NRG Energy Inc., CTLT - Catalent Inc., ARIS - Aris Water Solutions Inc., PIO - Invesco Global Water ETF.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/30/202346 minutes, 45 seconds
Episode Artwork

6-28-2023 – Will China Be the Next Japan?

A noted economist and geopolitical strategist say China will face a repeat of Japan’s bad economic experience from the early 1990s. Today's Stocks & Topics: Commercial Real Estate Market, NRG - NRG Energy Inc., LRCX - Lam Research Corp., SHAK - Shake Shack Inc. Cl A, MTY - MTY Food Group Inc., Investing in ETFs vs. Stocks, Japan Economy, TROW - T. Rowe Price Group Inc., Long Term Shares, Store Brands.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/28/202346 minutes, 23 seconds
Episode Artwork

6-27-2023 – 3 Current-- But Imperfect-- Sources of Retirement Income

Treasury bonds and TIPS ladders are backed by the United States government, while annuities ease the danger of outliving one’s money-- however, each also has drawbacks. Today's Stocks & Topics: Economic Numbers, Inflation, Raw Materials Demand, STAG - STAG Industrial Inc., Using RSUs, ARCC - Ares Capital Corp., MRO - Marathon Oil Corp., SPHQ - Invesco S&P 500 Quality ETF, 529 Plan, ET - Energy Transfer LP, SAM - Boston Beer Co. Cl A. TRIVIA: "What is COSTCO's new policy announcement? And, by the numbers... how many cardholders does the company have-- and how many households are members?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/28/202346 minutes, 20 seconds
Episode Artwork

6-26-2023 – England Is Heading Towards a Mortgage 'Catastrophe'-- Could This Happen in the U.S.?

The Bank of England’s surprise 50 basis point hike will push millions of homeowners toward insolvency.Today's Stocks & Topics: Junk Bonds, Commercial Real Estate, CAT - Caterpillar Inc., DE - Deere & Co., COIN - Coinbase Global Inc., ZTS - Zoetis Inc., SNOW - Snowflake Inc., AAPL - Apple Inc. Justin's PERSPECTIVE looks at the history of the 'YIELD CURVE' Over the last several decades.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/26/202346 minutes, 11 seconds
Episode Artwork

6-23-2023 – Billionaire investor: U.S. Entering 'Debt Crisis' with Shortage of Treasury Buyers

The estimation is based on the fact that institutional investors who bought treasuries a few years ago were ultimately hurt by the Fed’s rapid interest rate hikes. Today's Stocks & Topics: T - AT&T Inc., NVDA - NVIDIA Corp., OCCI - OFS Credit Co. Inc., PKOH - Park-Ohio Holdings Corp., MDU - MDU Resources Group Inc., Google, EXP - Eagle Materials Inc., O - Realty Income Corp., Electric Vehicles. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/24/202346 minutes, 19 seconds
Episode Artwork

6-22-2023 – How Do Alternative Investments Fit into a Diversified Portfolio?

Alternative strategies offer something fundamentally different from mainstream asset classes.(Morningstar defines these strategies based on their ability to modify, diversify, or eliminate traditional market risks.) Today's Stocks & Topics: Global Inflation, South Korea Imports, PDI - PIMCO Dynamic Income Fund, Portfolio Management, PAYC - Paycom Software Inc., LBRT - Liberty Energy Inc., SCHW - Charles Schwab Corp., VZ - Verizon Communications Inc., WBA - Walgreens Boots Alliance Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/23/202347 minutes, 39 seconds
Episode Artwork

6-21-2023 – Has the FED Destroyed the U.S. Banking System by Making It Essentially Insolvent?

At least one high profile economist says that bailing out depositors of failed banks was a mistake that will cause greater instability in the banking system and larger future losses.(Could he be right?) Today's Stocks & Topics: SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., CWCO - Consolidated Water Co. Inc., CCL - Carnival Corp., Factory Building, Investment Loss, Liquidity and Debt Ceiling, NFLX - Netflix Inc., GOOG - Alphabet Inc. Cl C.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/22/202346 minutes, 34 seconds
Episode Artwork

6-20-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/20/202346 minutes, 50 seconds
Episode Artwork

6-19-2023 – U.S. Banks Face Over $1 Trillion in Commercial Real Estate Exposure

Before 2025 comes to a close, more than $1.45 trillion in commercial real estate mortgages will have to be renegotiated.(A huge jump in the number of people working from home and ditching the office is at the heart of the commercial property problem. And real estate billionaire Jeff Greene says the Fed’s interest rate hikes, and the ensuing shift towards more expensive capital, could rock unprepared and inexperienced investors.) Today's Stocks & Topics: Money Markets, GE - General Electric Co., TSLA - Tesla Inc., Interest Rates, 401k Withdrawal, Short Selling vs. Puts, Profits, Options, HPQ - HP Inc., Employee Stock Purchase Plan (ESPP). Justin's PERSPECTIVE looks back at ELECTRICITY PRICES for the past 100 years. Has the cost been stable?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/20/202345 minutes, 55 seconds
Episode Artwork

6-16-2023 – Is Retiring Early a Realistic Goal?

Knowing how to handle your money super-efficiently will help you reach financial freedom earlier. Today's Stocks & Topics: U.S. Factory Boom, Money Managers Are Set to Unload Up To $100 Billion Of Stocks, DRIP Stocks, Dividends, WSM - Williams-Sonoma Inc., BNS - Bank of Nova Scotia, ETFs Analysis, NET - Cloudflare Inc. Cl A, BIG - Big Lots Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/17/202345 minutes, 27 seconds
Episode Artwork

6-15-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/15/202346 minutes, 50 seconds
Episode Artwork

6-14-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, Day Trading, Options.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/14/202346 minutes, 50 seconds
Episode Artwork

6-13-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond Offerings, Retirement, Social Security Payments, Value Stocks and Growth Stocks, IPOs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/13/202346 minutes, 48 seconds
Episode Artwork

6-12-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 457b Plan, Investing Factors, Mortgages, Equity and Retirement, National Debt, Timing the Market, 401k Allocation, Dividend Reinvestment, The Stock Market, Credit Unions, Portfolio Management, Long And Short-term Debt, Bond Funds, How to Pay for Masters Degree, Roth IRA.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/12/202346 minutes, 50 seconds
Episode Artwork

6-9-2023 – Recession May Be Coming but Some Consumers Are Already Feeling Pain

An economist and portfolio strategist at New York Life says aggregate data for the broader economy shows a bifurcation between lower- and middle-income segments of consumer spending. Today's Stocks & Topics: China’s Growth, Back to the Office, Stocks Might Lose 20% of Value, PLTR - Palantir Technologies Inc., JNJ - Johnson & Johnson, AMZN - Amazon.com Inc., Stock Valuation, SSTK - Shutterstock Inc., KDP - Keurig Dr Pepper Inc., UHT - Universal Health Realty Income Trust, CSL - Carlisle Cos. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/10/202347 minutes, 40 seconds
Episode Artwork

6-8-2023 – Is More Bank Consolidation Likely and Would That Be Bad?

Treasury Secretary Yellen says she expects bank consolidation and additional "issues” in the commercial real estate sector. Today's Stocks & Topics: NCLH - Norwegian Cruise Line Holdings Ltd., Fannie Mae Home Price Index, EV Batteries, Interest Rates, TWLO - Twilio Inc. Cl A, AVT - Avnet Inc., ONTO - Onto Innovation Inc., REGN - Regeneron Pharmaceuticals Inc., VBR - Vanguard Small-Cap Value ETF, Equity and Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/8/202346 minutes, 5 seconds
Episode Artwork

6-7-2023 – SEC Chair Gensler: "We Don’t Need More Digital Currency"

The Securities and Exchange Commission has filed a lawsuit against Coinbase alleging the company is acting as both an unregistered broker and an exchange.(What's going on here?) Today's Stocks & Topics: Global Economic Environment, U.S. is in a Carboard Box Recession, TBIL - US Treasury 3 Month Bill ETF, DE - Deere & Co., TGT - Target Corp., TXN - Texas Instruments Inc., BAC - Bank of America Corp., LAND - Gladstone Land Corp., AFG - American Financial Group Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/8/202345 minutes, 55 seconds
Episode Artwork

6-6-2023 – How the Dot-Com and Tech Bubbles Compare

A look at how investors can spot signs that funds are growing riskier. Today's Stocks & Topics: Cryptocurrency Industry, Recession, World Economic Growth, 457b Plan, LMT - Lockheed Martin Corp., BA - Boeing Co., CCJ - Cameco Corp., SHOP - Shopify Inc. Cl A, 401k Allocation, PANW - Palo Alto Networks Inc., KGC - Kinross Gold Corp., IIPR - Innovative Industrial Properties Inc. TRIVIA: "For the naval operations in the D-Day invasion, HOW MANY NAVIES provided vessels... I mean warships landing craft, etc? And--Only ONE WOMAN landed with the troops during the Normandy invasion...she was married to a world-famous figure...what was her name?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/7/202345 minutes, 14 seconds
Episode Artwork

6-5-2023 – Could Small-Cap Stocks Be Setting Up to Take the Lead in the Market?

Some analysts think that fading recession fears and cheap valuations make small-caps attractive. Today's Stocks & Topics: Deep Earnings Recession, Saudi Oil, HRB - H&R Block Inc., NAC - Nuveen California Quality Municipal Income Fund, TMST – Timken Steel Corp., EXR - Extra Space Storage Inc., META - Meta Platforms Inc., AAP - Advance Auto Parts Inc., DG - Dollar General Corp., Long and Short-Term Debt.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/5/202346 minutes, 46 seconds
Episode Artwork

6-2-2023 – Is It Realistic to Expect an Aggressive Drop in Inflation Through the End of 2023?

One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy.(If a formal recession is declared, will it be short-lived?)Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, PRU - Prudential Financial Inc., SWVXX - Schwab Value Advantage Money Fund Investor, PKG - Packaging Corp. of America.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/3/202346 minutes, 34 seconds
Episode Artwork

6-1-2023 – When Your Retirement Confidence Drops, Focus On 4 Key Areas

A combination of high inflation and a low level of savings are prompting many people to question their ability to retire well.(If investors act in four key areas, experts say it could help improve their lifestyles.)Today's Stocks & Topics: EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management, Bond Funds, Market Rally, ABBV - AbbVie Inc., JNJ - Johnson & Johnson.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
6/2/202346 minutes, 3 seconds
Episode Artwork

5-31-2023 – Markets Are Sounding Alarms on the World's Second Largest Economy

Financial markets have been raising red flags recently about China's economy, but analysts say Wall Street is missing the big picture.Today's Stocks & Topics: NVIDIA Corp., Crypto Scams, Trash is Becoming Valuable, BTI - British American Tobacco PLC ADR, VTV - Vanguard Value ETF, BDRY - Breakwave Dry Bulk Shipping ETF, Emergency Funds, VICI - VICI Properties Inc., TER - Teradyne Inc. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/31/202345 minutes, 31 seconds
Episode Artwork

5-30-2023 – How to Sequence Withdrawals in Retirement

There are strategies to help retirees smooth out their tax bills in the drawdown phase.(One tip: Identify the tax bracket that you want to fill knowing it varies by investors.)Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices. TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/31/202346 minutes, 9 seconds
Episode Artwork

5-29-2023 - Best of Caller Questions - Memorial Day

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/29/202346 minutes, 50 seconds
Episode Artwork

5-26-2023 – Can You Recession-Proof Your Portfolio?

It could be worth examining how various asset classes have performed during economic downturns.Today's Stocks & Topics: Debt Ceiling, QCOM - Qualcomm Inc., TLT - iShares 20+ Year Treasury Bond ETF, Roth I-R-A, FOXA - Fox Corp. Cl A, PYPL - PayPal Holdings Inc., NEM - Newmont Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/27/202346 minutes, 23 seconds
Episode Artwork

5-25-2023 – Why Is Crypto Acting Like a Risk Asset Again?

Bitcoin and ether are on pace for their worst month of 2023, down 10% and 6%, respectively.Today's Stocks & Topics: Credit, Bank Deposits, Refilling the SPR, KTB - Kontoor Brands Inc., MMM - 3M Co., Money Market Funds, TROW - T. Rowe Price Group Inc., IP - International Paper Co., T - AT&T Inc., Bonds, TCS - Container Store Group Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/26/202347 minutes, 28 seconds
Episode Artwork

5-24-2023 – Could Require Minimum Distributions Cause You to Overspend?

The calculations for RMDs are more conservative than many people realize—especially now.Today's Stocks & Topics: Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industries Holdings Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/25/202344 minutes, 26 seconds
Episode Artwork

5-23-2023 – Are Index Funds and ETFs Good for Retirees?

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.Today's Stocks & Topics: Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales, IEP - Icahn Enterprises L.P., CHPT - ChargePoint Holdings Inc. TRIVIA QUESTION: "The recent 8.7% cost-of-living adjustment, or COLA, put about $140 per month more in Social Security beneficiaries’ checks...but looking at statistics...... What do you suppose has been the AVERAGE Social Security COLA (Cost of Living Adjustment) since the year 2000? AND-- HOW does that compare with the cost of goods and services AVERAGE over that SAME TIME PERIOD?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/24/202345 minutes, 34 seconds
Episode Artwork

5-22-2023 – Should You Plan to Capture Higher Savings Yields with a CD Ladder?

A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty.Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF. Justin's PERSPECTIVE today will look at the history of central banks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/23/202346 minutes, 36 seconds
Episode Artwork

5-19-2023 – What’s the Difference Between Risk Tolerance and Risk Capacity?

Aligning these concepts can help you make better portfolio decisions.Today's Stocks & Topics: PYPL - PayPal Holdings Inc., ET - Energy Transfer LP, National Debt, AMZN - Amazon.com Inc., GT - Goodyear Tire & Rubber Co., DVN - Devon Energy Corp., TGLS - Tecnoglass Inc., Inflation, Travel. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/20/202346 minutes, 50 seconds
Episode Artwork

5-18-2023 – Oil Price Dip Ignores Burgeoning Chinese Demand and Imminent Supply Crunch

The Paris-based International Energy Agency has warned that the ongoing pressure in oil prices neglects an accelerating demand outlook and looming supply tightness.Today's Stocks & Topics: AAPL - Apple Inc., Options, Buybacks, Student Loans, Home Prices, Investment Types, Growth vs. Value, HBI - Hanesbrands Inc., PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, MPW - Medical Properties Trust Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/19/202346 minutes, 10 seconds
Episode Artwork

5-17-2023 – What Can We Expect with Homebuilder Sentiment Now Out of Negative Territory?

According to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May.Today's Stocks & Topics: Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC - M.D.C. Holdings Inc., CRDA - Crawford & Co. Cl A, CRDB - Crawford & Co. Cl B, GEHC - GE HealthCare Technologies Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/18/202345 minutes, 27 seconds
Episode Artwork

5-16-2023 – How Do New I-Bond Rates Compare with CDs and Savings Accounts?

With savings rates expected to cool later this year, some experts say I-Bonds may be the best way to grow your money.Today's Stocks & Topics: Retail Sales, Warren Buffett and Banks, Inflation, Oil, CF - CF Industries Holdings Inc., APLE - Apple Hospitality REIT Inc., ASIX - AdvanSix Inc., PLTR - Palantir Technologies Inc., Dividend Reinvestment, NEM - Newmont Corp., LDOS - Leidos Holdings Inc. TRIVIA QUESTION: "Can you name an example of a well-known disrupter company? AND-- do you recognize one or two names of "up and coming" POTENTIAL disruptor companies?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/17/202343 minutes, 56 seconds
Episode Artwork

5-15-2023 – Is Investing in Emerging Markets Worth the Trouble?

A look at the pros and cons and the available options for emerging-markets ETFs.Today's Stocks & Topics: Investors and The Market, MET - MetLife Inc., TOU - Tourmaline Oil Corp., IMO - Imperial Oil Ltd., National Debt, Mortgages, Index Funds, PYPL - PayPal Holdings Inc., EYEN - Eyenovia Inc., WHR - Whirlpool Corp., The Debt Ceiling. The PERSPECTIVE looks at the history of stock markets... the concept in general-- and when they appeared and how they evolved in the United States.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/16/202346 minutes, 23 seconds
Episode Artwork

5-12-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/12/202346 minutes, 19 seconds
Episode Artwork

5-11-2023 – Does It Pay to Diversify by Style?

U.S. equity exposure can be broadly segmented by market capitalization (small, mid, and large) and style (value versus growth).Today's Stocks & Topics:FENY - Fidelity MSCI Energy Index ETF, MTYFF - MTY Food Group Inc., SPAXX - Fidelity Government Money Market Fund, EONGY - E. ON SE ADR, AGCO - AGCO Corp., Housing Market, UNG - United States Natural Gas Fund L.P., MOS - Mosaic Co., CF - CF Industries Holdings Inc., Nuclear Power.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/12/202345 minutes, 48 seconds
Episode Artwork

5-10-2023 – Will Commercial Real Estate Be the Next 'Shoe to Drop'?

There are more empty office spaces now than during the 2008 financial crisis. These vacancies could spell trouble for downtown city centers and the broader commercial real estate market.(Post pandemic: Return to the office lags — affecting commercial real estate)Today's Stocks & Topics: Corporate Profit Margins, Market Timing, Oil, PLTR - Palantir Technologies Inc., ZION - Zions Bancorp N.A., Treasuries, LTH - Life Time Group Holdings Inc., CHDN - Churchill Downs Inc., BX - Blackstone Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/11/202346 minutes, 55 seconds
Episode Artwork

5-9-2023 – Is It a Good Idea to Align Retirement Withdrawals with Your 'Portfolio Performance'?

Dynamic retirement-spending strategies can help retirees spend more from their portfolios than spending strategies that aim to supply the same real withdrawals year after year.Today's Stocks & Topics: FCC vs. Cryptocurrency Exchanges, Apple Bonds, FRCB - First Republic Bank, UPST - Upstart Holdings Inc., Credit Cards Interest Rates, The Dollar, BOH - Bank of Hawaii Corp., XLE - Energy Select Sector SPDR ETF, HBI - Hanesbrands Inc., FFWM - First Foundation Inc. TRIVIA QUESTION: "Can you name 4 or 5 of the types of jobs expected to be in high demand in the next 5 years?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/10/202346 minutes, 1 second
Episode Artwork

5-8-2023 – What Do Rising Interest Rates Mean for Diversification?

History offers investors key lessons.(When the market expects borrowing costs to climb, correlations between stocks and bonds typically increase.)Today's Stocks & Topics: CMA - Comerica Inc., IWM - iShares Russell 2000 ETF, OMF – One Main Holdings Inc., TSN - Tyson Foods Inc. Cl A, Investing Factors, June 1 Deadline, PCRSX - Principal Large Cap Growth Fund I R-1, VO - Vanguard Mid-Cap ETF, China Debt to GDP, RYI - Ryerson Holding Corp., U.S. Government Debt, BX - Blackstone Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/9/202346 minutes, 8 seconds
Episode Artwork

5-5-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, Day Trading, Options.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/5/202346 minutes, 50 seconds
Episode Artwork

5-4-2023 – Could A.I. Change the Way You Manage Your Money?

Understanding your money is essential, even with AI, because an individual’s financial situation is often comprised of hundreds of 'micro decisions' made every day.Today's Stocks & Topics: Natural Gas, PLAY - Dave & Buster's Entertainment Inc., DIS - Walt Disney Co., FRCB - First Republic Bank, HBAN - Huntington Bancshares Inc., Low Contributions Limits, SOFI - SoFi Technologies Inc., PYPL - PayPal Holdings Inc., Lithium.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/5/202346 minutes, 28 seconds
Episode Artwork

5-3-2023 – Is the IRS Really Hiring 'An Army' of Auditors?

The IRS hired 5,000 phone assistants in advance of this year’s filing season and has further plans to update its technology.Today's Stocks & Topics: Small Banks, Salaries, RIO - Rio Tinto PLC ADR, Gold & Silver, Credit Ratings, Investing Signs, MTB - M&T Bank Corp., XHB - SPDR S&P Homebuilders ETF, ASH - Ashland Inc., GLPI - Gaming & Leisure Properties Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/4/202344 minutes, 51 seconds
Episode Artwork

5-2-2023 – One Billionaire Investor Is Sounding the Alarm

The Vice-Chairman of Berkshire Hathaway sees trouble ahead for the U.S. financial system because American banks are "full of bad loans" due to falling property prices.Today's Stocks & Topics: Job Openings Report, Banks Still a Problem, Working Skills, TWLO - Twilio Inc. Cl A, AA - Alcoa Corp., SCCO - Southern Copper Corp., How Much Cash, Fair Value, VFC - VF Corp., C - Citigroup Inc., JP Morgan and First Republic Bank. TRIVIA QUESTION: "HOW much was a Costco membership at their first store in 1983-- and WHEN did Costco go public-- and finally, HOW many Costco members are there WORLDWIDE?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/3/202346 minutes, 17 seconds
Episode Artwork

5-1-2023 – What Another Fed Rate Hike Could Mean for You

Consumers are now paying more to borrow while still grappling with a high cost of living — causing them to feel increasingly worse off financially-- but what about investors?Today's Stocks & Topics: The Dollar, The Fiscal Deficit, WU - Western Union Co., Rental Properties, GM - General Motors Co., WWE - World Wrestling Entertainment Inc. Cl A, BCC - Boise Cascade Co., AAPL - Apple Inc., TSN - Tyson Foods Inc. Cl A. Justin's PERSPECTIVE centers on two trending financial topics: U.S. debt and inflation.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
5/2/202346 minutes, 51 seconds
Episode Artwork

4-28-2023 – How to Make the Decision Whether to Rent or Buy

In the current real estate market, a typical renter pays about 40% less per month than a first-time homeowner.(In the top 10 metro regions that favored renting, monthly starter homeownership costs were an average of $1,920 higher than rents.)Today's Stocks & Topics: Economic Numbers, New Home Sales, GDP Q1, The Core Personal Consumption Expenditure (PCE), Bond Market, USB - U.S. Bancorp, Annuities, FRC - First Republic Bank, MMM - 3M Co., Stock Splits, CI - Cigna Group, Insurance Companies, BHP - BHP Group Ltd. ADR. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/28/202347 minutes, 23 seconds
Episode Artwork

4-27-2023 – Navigating the Debt Ceiling Impasse

According to data from the U.S. Treasury, looking back as far as 1960, Congress has raised or suspended the debt ceiling 78 times.Today's Stocks & Topics: Solar Industry, CMCSA - Comcast Corp. Cl A, MPW - Medical Properties Trust Inc., PLAB - Photronics Inc., META - Meta Platforms Inc., European Gas Market, 457 Rollover, The Fed and Banks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/27/202346 minutes, 56 seconds
Episode Artwork

4-26-2023 – Why Big Tech Earnings Matter

Despite banking turmoil, a handful of large-cap tech stocks powered the S&P 500’s gains during the first quarter.Today's Stocks & Topics: The office Market, Supply Chains, EU - enCore Energy Corp., WTI - W&T Offshore Inc., Trend Following, AG - First Majestic Silver Corp., TSCO - Tractor Supply Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/27/202345 minutes, 34 seconds
Episode Artwork

4-25-2023 – Where Should Investors Stash Their Safe Money?

"Investment cash" is one category, there are others you should contemplate.[A financial planning expert has his ideas for balancing yield and safety in investors’ cash holdings...but does he make sense?]Today's Stocks & Topics: Google, Consumer Confidence, Morgan Stanley's Warning for Real Estate Prices, Waste Industry, GOOG - Alphabet Inc. Cl C, IP - International Paper Co., ZIM - ZIM Integrated Shipping Services Ltd., CINF - Cincinnati Financial Corp., VNM - VanEck Vietnam ETF. TRIVIA QUESTION: "To get around in any vehicle, EV or gas powered, we need roads and highways... So, WHEN did the U.S. start building our interstate highway system? AND--WHAT are the 4 states not served by an interstate highway?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/26/202346 minutes, 12 seconds
Episode Artwork

4-24-2023 – Several Questions to Answer Before Investors Can Consider What to Do Next

Uncertainty about the economy, Fed policy, and earnings has stocks moving in tighter ranges.[Are we heading into a recession? Will inflation come down enough that the Federal Reserve will be able to lower interest rates? How bad will corporate earnings be?]Today's Stocks & Topics: EMR - Emerson Electric Co., Inflation Reduction Act, Insider Trading, VZ - Verizon Communications Inc., Social Security Withdraw, STIP - iShares 0-5 Year TIPS Bond ETF, MLI - Mueller Industries Inc., PXD - Pioneer Natural Resources Co., New Gold Rush: Green Energy.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/24/202346 minutes, 52 seconds
Episode Artwork

4-21-2023 – 10 Financial Lessons You Should Understand

There are some general rules of thumb we can all learn from but it's best to seek help for personalized advice.Today's Stocks & Topics: Economic Growth, Market Overbought, RITM - Rithm Capital Corp., Return on Assets, GGG - Graco Inc., CELH - Celsius Holdings Inc., Dividend Stocks, AEM - Agnico Eagle Mines Ltd., Top Economist Mohamed El-Erian on Inflation. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/21/202346 minutes, 15 seconds
Episode Artwork

4-20-2023 – Are We in a Freight Recession?

At least one major trucking and transportation company reported first-quarter profit and revenue that fell below expectations.(It is a challenging freight environment with deflationary price pressure for an industry that continues to face inflationary cost pressures.)Today's Stocks & Topics: ALB - Albemarle Corp., TRTN - Triton International Ltd., CCL - Carnival Corp., UNP - Union Pacific Corp., FCC’s Gary Epstein, Investing Strategy, WPM - Wheaton Precious Metals Corp., Market Positioning, POAHY - Porsche Automobil Holding SE ADR, BBBY - Bed Bath & Beyond Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/21/202346 minutes, 43 seconds
Episode Artwork

4-19-2023 – Can You Transfer a Mortgage to Someone Else?

Sometimes a mortgage can be transferred even if it isn’t assumable—and a lender might also opt to be more generous and permit transfers on a case-by-case basis.Today's Stocks & Topics: Banking Crisis and Economic Growth, Volatility, 60-40 Investing Strategy, COMM - CommScope Holding Co. Inc., RMBS - Rambus Inc., Credit Sweeps, IIPR - Innovative Industrial Properties Inc., Reversion to the Mean, ILPT - Industrial Logistics Properties Trust, BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/20/202346 minutes, 9 seconds
Episode Artwork

4-18-2023 – Brace Yourself for the Worst Quarterly Earnings Season in Three Years

But good news is expected for those with portfolios aligned with the right stock sectors.(Investors can expect pockets of good news among travel, industrials, and energy stocks.)Today's Stocks & Topics: STRL - Sterling Infrastructure Inc., JPIE - JPMorgan Income ETF, SCCO - Southern Copper Corp., TSN - Tyson Foods Inc. Cl A, CXAI - CXApp Inc., Treasury Bill Ladder, MERC - Mercer International Inc., IP - International Paper Co., Gold vs. Silver.TRIVIA QUESTION: "Can you name America's LARGEST COMPANY-- in dollar value-- the YEAR you were born?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/19/202345 minutes, 22 seconds
Episode Artwork

4-17-2023 – AI Is Already Impacting 3 Big 'FAANG' Stocks

Microsoft's fight to use its Bing product to replace Google search is heating up.Today's Stocks & Topics: Apple, Regulators Shaping the Auto Industry, BKE - Buckle Inc., SNOXX - Schwab Treasury Obligations Money Inv., Corporate Bonds, NKE - Nike Inc. Cl B, HPE - Hewlett Packard Enterprise Co., HP - Helmerich & Payne Inc., Global Real Estate Market.Justin's PERSPECTIVE concerns the history of the U.S. Dollar.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/17/202346 minutes, 26 seconds
Episode Artwork

4-14-2023 – Is the Threat of De-dollarization Real?

As the world’s reserve currency, the US dollar is essentially the default currency in international trade and a global unit of account.(Is the potential for serious de-dollarization a reality?)Today's Stocks & Topics: The Bond Market, Options, Bitcoin, MP - MP Materials Corp., CLFD - Clearfield Inc., Target Dated Funds, TRTN - Triton International Ltd., LC – Lending Club Corp., Yieldstreet.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/15/202346 minutes, 5 seconds
Episode Artwork

4-13-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Fully Paid Lending, Preferred Stocks, 401K Funds, Corporate Bonds, Big Banks Bonds, Metals, Buy and Sell, Social Security & Taxes, 403B to a Roth I-R-A, Investing, Individual Bonds, Value Investing, Portfolio Management, Stock Losses, ETFs, Stock Investing, Municipal Bonds, Asset Allocation, Buying More of the Same Stock.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/13/202346 minutes, 50 seconds
Episode Artwork

4-12-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Roth I-R-A Contributions, Preferred Stocks, YouTube Business, I-R-As, Trustable Financial Websites, Interest Rates, 401k, Position, Housing Market, Mortgage Reduction, Iron Butterfly Options, Ordinary vs. Qualified Dividends, Cash Flow, Companies Buying Back Stocks, Annuities, Dividends, Earnings Per Share.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/12/202346 minutes, 50 seconds
Episode Artwork

4-11-2023 – What’s a Safe Withdrawal Rate for Retirees?

With stock and bond prices declining and inflation what it is today, new retirees have run headlong into what retirement researchers call “sequence risk.(There are research 'scenarios' that might provide insight.)Today's Stocks & Topics: Commercial Real Estate, Q1 Earnings, Investing Strategy, EXPE - Expedia Group Inc., NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, PXD - Pioneer Natural Resources Co., STZ - Constellation Brands Inc. Cl A, AGI - Alamos Gold Inc., Moving Average, China, Tesla.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/12/202346 minutes, 35 seconds
Episode Artwork

4-10-2023 – “Which Stocks Performed Best in Q1?”

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 525 rose, while 319 fell.(Do the statistics give us any clues for today's investing?)Today's Stocks & Topics: Jobs Report, SUN - Sunoco L.P., PTSI - P.A.M. Transportation Services Inc., NTR - Nutrien Ltd., Value Stocks, Investment Account for a Child, XOM - Exxon Mobil Corp., CP - Canadian Pacific Railway Ltd., SFM - Sprouts Farmers Market Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/11/202346 minutes, 26 seconds
Episode Artwork

4-7-2023 - Best of Caller Questions - Good Friday Edition

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: CD Rates, Natural Gas, Brokered CD vs. Traditional CD, The U.S. Dollar, 401k, 529 or else, Diversification, Pay Off Car or Buy Property, I-R-A vs. Roth I-R-A, Zero-Commission Brokers, Buying Oil and Gold Stocks, Corporate Bonds, Securities-Backed Lines of Credit, Sectors to Trim, Treasury Bills, Day Trading, Options.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/7/202346 minutes, 51 seconds
Episode Artwork

4-6-2023 – Which Stocks Performed Worst in Q1?

Of the 844 U.S.-listed stocks covered by Morningstar analysts, 29 fell by more than 20% in the first quarter of 2023.(What can we learn from looking at the "under-performers"?)Today's Stocks & Topics: How ESG Should be Regulated, Landlords Cutting Rents, Job Openings, HII - Huntington Ingalls Industries Inc., SCHW - Charles Schwab Corp., ENPH - Enphase Energy Inc., Unit Trust Funds, Retirement Funds, MRK - Merck & Co. Inc., ABBV - AbbVie Inc., NVDA - NVIDIA Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/7/202343 minutes, 39 seconds
Episode Artwork

4-5-2023 – Major Bank CEO Says the Banking Crisis Is Not Over

Jamie Dimon, longtime JPMorgan Chase CEO, said that even when the current crisis is behind us, there will be repercussions from it for years to come. Today's Stocks & Topics: The Apartment Market, Migration and Real Estate, Lithium Prices, Oil Companies, CNQ - Canadian Natural Resources Ltd., IMO - Imperial Oil Ltd., Retirement Plans, LC – Lending Club Corp., COIN - Coinbase Global Inc., WEC - WEC Energy Group Inc., Investing in ETFs, TPH - Tri Pointe Homes Inc., Index Funds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/6/202346 minutes, 51 seconds
Episode Artwork

4-4-2023 – What's Causing the Sudden Price Jump in Home Prices?

In December and January, mortgage rates began pulling back, and homebuyers surged ahead. Today's Stocks & Topics: Gas Prices, Tesla Reports Record Sales, VBR - Vanguard Small-Cap Value ETF, Bond Ladders, SGOV - iShares 0-3 Month Treasury Bond ETF, VGT - Vanguard Information Technology ETF, PFE - Pfizer Inc., BLK - BlackRock Inc., BX - Blackstone Inc., SCHW - Charles Schwab Corp., WU - Western Union Co., GT - Goodyear Tire & Rubber Co., Selling Short. TRIVIA QUESTION: "How much money would you have TODAY-- if you had invested $1,000 in Nike 10 years ago?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/5/202344 minutes, 39 seconds
Episode Artwork

4-3-2023 – 14 Charts on Q1 2023 Market Performance Tell the Story

After a brutal 2022, stocks and bonds posted gains during the first quarter. Today's Stocks & Topics: Metaverse, Individual Investors, Private Markets, FSLR - First Solar Inc., Shorting, PLBY - PLBY Group Inc., JEPI - JPMorgan Equity Premium Income ETF, Buying a Preferred Stock, TECK - Teck Resources Ltd. Cl B., VIOV - Vanguard S&P Small-Cap 600 Value ETF, IVE - iShares S&P 500 Value ETF. Justin's PERSPECTIVE looks at the HISTORY of bank failures in the U.S.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/4/202346 minutes, 34 seconds
Episode Artwork

3-31-2023 – Why Credit Risk Suddenly Matters for Bond Fund Investors

Since the emergence of the banking crisis in early March, the bond market landscape has changed dramatically, leading to big swings in performance among bond funds. Today's Stocks & Topics: Consumer Sentiment, Blackstone CEO, IIPR - Innovative Industrial Properties Inc., LifeLock, LUMN - Lumen Technologies Inc., SCHW - Charles Schwab Corp., EQT - EQT Corp., ADM - Archer Daniels Midland Co., VZ - Verizon Communications Inc., U.S. Money Supply, Money Market Funds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
4/1/202346 minutes, 25 seconds
Episode Artwork

3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?

The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses. Today's Stocks & Topics: Tech Layoffs, China, and Russia, Metaverse, EVR - Evercore Inc. Cl A, SEIC - SEI Investments Co., Banks, and Long-Term Mortgages, CDNS - Cadence Design Systems Inc., SNPS - Synopsys Inc., AMT - American Tower REIT, IIPR - Innovative Industrial Properties Inc., SRC - Spirit Realty Capital Inc., Growth vs. Value Stock.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/31/202346 minutes, 46 seconds
Episode Artwork

3-29-2023 – Investment Complexity Is Not Your Friend

The fund industry now includes a dazzling variety of options, from active to passive, long to short, inverse to leveraged, and various combinations thereof spanning nearly every conceivable asset class. Today's Stocks & Topics: Commercial Real Estate, Chip Makers, Renewable Energy, SCHW - Charles Schwab Corp., ATVI - Activision Blizzard Inc., KRE - SPDR S&P Regional Banking ETF, Trailing Stops, HSY - Hershey Co., Semiconductors.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/29/202346 minutes, 17 seconds
Episode Artwork

3-28-2023 – REITs Are Under Pressure from the Wave of Banking Fear

Investors are worried that dividend-paying REITs could get squeezed by tenants, lenders, or both. Today's Stocks & Topics: The Fed, Suze Orman's 5 Things About Money, Rich People Are Moving Out Of New York, BNS - Bank of Nova Scotia, BAC - Bank of America Corp., TBIL - US Treasury 3 Month Bill ETF, Treasuries, SPAXX - Fidelity Government Money Market Fund, LEG - Leggett & Platt Inc., CMA - Comerica Inc., ENB - Enbridge Inc., CUBI - Customers Bancorp Inc. TRIVIA QUESTION: "To this point, HOW MANY tax refunds has the IRS issued? AND-- WHAT is the value of the average refund?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/29/202346 minutes, 38 seconds
Episode Artwork

3-27-2023 – Could the U.S. Be 'Barreling' Towards a Recession?

One analyst says, 'the storm signals are flying' and he is eyeing indicators such as a "sharply" inverted yield curve and tightening of open market financial conditions. Today's Stocks & Topics: Money Flow, The Global Gold Market, Housing Market, AI - C3.ai Inc., Margin Investing, 529-Plan, UTL - Unitil Corp., MRO - Marathon Oil Corp. Justin's PERSPECTIVE looks back as far as 100 years ago to focus on some of the greatest TECH STOCKS of all time.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/28/202346 minutes, 6 seconds
Episode Artwork

3-24-2023 – Retirement vs. Emergency Savings: How to Prioritize in a Shaky Economy

More than half of savers are prioritizing short-term financial goals in 2023, including emergency savings, according to a recent study from Fidelity Investments. Today's Stocks & Topics: Is the Fed Backing Off, Treasury Bills, Commercial Real Estate in More Trouble, HIFS - Hingham Institution for Savings, Foreclosures, JNJ - Johnson & Johnson, BAC - Bank of America Corp., IRM - Iron Mountain Inc., CLFD - Clearfield Inc., Selling Covered Calls. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/25/202345 minutes, 24 seconds
Episode Artwork

3-23-2023 – What Could the Federal Reserve’s Rate Hike Mean for Your Money?

For starters, a wide range of consumer finances — from mortgages and credit cards to student loans, auto loans and savings — will be affected by the rate increase. Today's Stocks & Topics: DMB - BNY Mellon Municipal Bond Infrastructure Fund Inc., COWZ - Pacer U.S. Cash Cows 100 ETF, COIN - Coinbase Global Inc., LAKE - Lakeland Industries Inc., RBLX - Roblox Corp., The Fed and Bank Crisis, CRWD - CrowdStrike Holdings Inc. Cl A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/24/202346 minutes, 48 seconds
Episode Artwork

3-22-2023 – What Can We Expect for Home Prices in the Real Estate Market?

Higher mortgage rates have been cooling home prices since last summer, and for the first time in a record 131 consecutive months — nearly 11 years — prices were lower on a year-over-year comparison. Today's Stocks & Topics: Apple and Microsoft, FCC on Earnings Manipulation, Tiger Global, FANG - Diamondback Energy Inc., REZ - iShares Residential & Multisector Real Estate ETF, SBRA - Sabra Healthcare REIT Inc., DVN - Devon Energy Corp., OXY - Occidental Petroleum Corp., Dividends, WIRE - Encore Wire Corp., Value Investing.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/23/202347 minutes, 12 seconds
Episode Artwork

3-21-2023 – Understanding the UBS Takeover of Credit Suisse and Impact on Bondholders

Some Credit Suisse bond investors’ stakes were wiped out as Swiss authorities facilitated the mega merger. Today's Stocks & Topics: Housing Sales, Interest Rates, Treasury Secretary Janet Yellen on Small Banks, Retirement, SWBI - Smith & Wesson Brands Inc., RIO - Rio Tinto PLC ADR, AVUV - Avantis U.S. Small-Cap Value ETF, VVR - Invesco Senior Income Trust, MSFT - Microsoft Corp., PAC - Grupo Aeroportuario del Pacifico S.A.B. de C.V. ADR, META - Meta Platforms Inc., TD Ameritrade, and Charles Schwab Merge. TRIVIA QUESTION: "What was the worst-paying job for a college degree holder-- five years after graduation?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/22/202346 minutes, 23 seconds
Episode Artwork

3-20-2023 – Can You Find Stable Portfolio Income in Retirement?

Investors need to think about how they’ll generate income in retirement, ultimately, and what kind of risk they want associated with that income. Today's Stocks & Topics: Current Economic Data, Tiger Global, Banks, MSFT - Microsoft Corp., MU - Micron Technology Inc., SO - Southern Co., FNV - Franco-Nevada Corp., Oil Stocks, SPYV - SPDR Portfolio S&P 500 Value ETF, IUSV - iShares Core S&P U.S. Value ETF. Justin's PERSPECTIVE looks at the price history of crude oil and the potential lessons for investors.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/21/202347 minutes, 8 seconds
Episode Artwork

3-17-2023 – Sectors to Watch for Undervalued Stocks

During uncertain times, investors may want to own companies that offer some sense of certainty in terms of cash flows and company fundamentals. Today's Stocks & Topics: NYCB - New York Community Bancorp Inc., SAMG - Silvercrest Asset Management Group Inc. Cl A, How to Invest, Bank Crisis, Portfolio Management, PXD - Pioneer Natural Resources Co., CARR - Carrier Global Corp., DVN - Devon Energy Corp., France and Retirement Age, Warren Buffett. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/18/202345 minutes, 47 seconds
Episode Artwork

3-16-2023 – Analysts Blamed the Banking Crisis as Oil Tumbled to Its Lowest Level Since December 2021

A retest of October’s lows could add increased downward pressure on WTI crude and energy stocks may struggle given the surplus and weakening demand outlook. Today's Stocks & Topics: First Republic Bank, The Fed Balance Sheet, Retail News, Inflation, CVS - CVS Health Corp., Energy Sector, Commodities, STRL - Sterling Infrastructure Inc., VFC - VF Corp., NGL - NGL Energy Partners LP, VXUS - Vanguard Total International Stock ETF, VT - Vanguard Total World Stock ETF, VBR - Vanguard Small-Cap Value ETF, CS - Credit Suisse Group AG ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/17/202346 minutes, 46 seconds
Episode Artwork

3-15-2023 – Ratings Firm Downgrade Takes the Banking System from Stable to Negative

Analysts cited a ”‘rapidly deteriorating operating environment” despite regulators’ efforts to shore up the industry.(They say that other institutions with unrealized losses or uninsured depositors still could be at risk.) Today's Stocks & Topics: SCHP - Schwab U.S. TIPs ETF, SVOL - Simplify Volatility Premium ETF, ORI - Old Republic International Corp., WRB - W.R. Berkley Corp., IP - International Paper Co., CCL - Carnival Corp., Shale Industry, Gold & Silver, The Fed and Interest Rates, STLD - Steel Dynamics Inc., Deglobalization.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/15/202347 minutes, 20 seconds
Episode Artwork

3-14-2023 – Should You Invest in Stocks, Bonds, or a 4% CD?

The yield curve is inverting, and cash yields look more attractive than they have in years. Today's Stocks & Topics: CPI Numbers, How to Get Rich, CVS - CVS Health Corp., CCL - Carnival Corp., Bond Investing, KRO - Kronos Worldwide Inc., IAT - iShares U.S. Regional Banks ETF, FITB - Fifth Third Bancorp, KRNY - Kearny Financial Corp., AER - AerCap Holdings N.V., PNC - PNC Financial Services Group Inc. TRIVIA QUESTION: "Can you name the 7 best states in which to retire?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/15/202346 minutes, 32 seconds
Episode Artwork

3-13-2023 – What Does the SVB Crisis Tell Us about the Federal Reserve Rate Hikes?

Three significant banks with heavy exposure to startups or crypto have collapsed or were shuttered in the past week. Today's Stocks & Topics: Shell Patch, Investments, Retirement Rules, PHM - PulteGroup Inc., KEY - KeyCorp, WCC - Wesco International Inc., ASML - ASML Holding N.V., GPK - Graphic Packaging Holding Co., Fed Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/14/202345 minutes, 36 seconds
Episode Artwork

3-10-2023 – Interpreting the Jobless Claims Numbers

Data showed there were 1.9 job openings for every unemployed person in January, so with a tight labor market and strong inflation readings, the FED is preparing to increase interest rates again. Today's Stocks & Topics: 2-year Treasury, The Beige Book, Jobs Report, AMZN - Amazon.com Inc., Dividends, EME - EMCOR Group Inc., PFE - Pfizer Inc., The VIX Contango, Interest Rates. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/11/202346 minutes, 53 seconds
Episode Artwork

3-9-2023 – Tips on How to Make Your Investing Goals Realistic

Combining two procedures, experts in the field have developed a four-step strategy to help increase goal commitment and performance.(It’s important to make actionable plans to reach your goals.) Today's Stocks & Topics: EQNR - Equinor ASA ADR, Food Delivery, Oil Sector, CGBD - Carlyle Secured Lending Inc., SACH - Sachem Capital Corp., MPW - Medical Properties Trust Inc., Pay Off Car or Buy Property, Foreign Stocks, MBUU - Malibu Boats Inc. Cl A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/10/202346 minutes, 51 seconds
Episode Artwork

3-8-2023 – Can We Expect a 'Rough Road' Ahead for an Undervalued Stock Market?

After posting extraordinarily strong returns to start the year, the stock market retreated 2.31% in February 2023. Today's Stocks & Topics: Housing Market, Tech Companies and a Recession, Retirement Funds, IVOG - Vanguard S&P Mid-Cap 400 Growth ETF, Stocks Buyback, COLB - Columbia Banking System Inc., IYR - iShares U.S. Real Estate ETF, EWRE - Invesco S&P 500 Equal Weight Real Estate ETF, TTC - Toro Co., Sectors to Trim, PLBY - PLBY Group Inc., PRIM - Primoris Services Corp., HSII - Heidrick & Struggles International Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/9/202346 minutes, 25 seconds
Episode Artwork

3-7-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/8/202346 minutes, 50 seconds
Episode Artwork

3-6-2023 – U.S. Factory Orders Decline

The Institute for Supply Management reported last week that manufacturing, which accounts for 11.3% of the economy, contracted for a fourth straight month in February.(With the Federal Reserve expected to keep hiking interest rates into summer, a swift turnaround in manufacturing is, however, unlikely.) Today's Stocks & Topics: Robotics, Blackstone REIT, Credit Cards, IIPR - Innovative Industrial Properties Inc., DIV - Global X Super Dividend U.S. ETF, DIS - Walt Disney Co., GOOG - Alphabet Inc. Cl C, AMZN - Amazon.com Inc., Treasury Bills, CRLBF - Cresco Labs Inc., BKE - Buckle Inc., FIPDX - Fidelity Inflation-Protected Bond Index Fund.Justin's PERSPECTIVE looks at the price history of crude oil and the potential lessons for investors.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/7/202346 minutes, 29 seconds
Episode Artwork

3-3-2023 – Could March Be a Pivotal Month for the Oil Market?

China's economic data is beginning to surprise to the upside-- and U.S. oil demand is starting to improve following a material drop into year-end 2022.(China's economy is rebounding now, and this can only be a positive driver for oil prices-- Russia's oil production reached the pre-sanctions level for the first time in February.) Today's Stocks & Topics: DVYE - iShares Emerging Markets Dividend ETF, Home Prices, The Chips Act, Senior Deals, BILL - BILL Holdings Inc., ENB - Enbridge Inc., FNF - Fidelity National Financial Inc., WU - Western Union Co., MMM3M Co. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/4/202346 minutes, 21 seconds
Episode Artwork

3-2-2023 – Tips to Avoid Bad Mutual Fund Decisions

Hundreds of mutual funds deliver lackluster results and come with high price tags and those high fees put a fund at a huge disadvantage over time. Today's Stocks & Topics: D - Dominion Energy Inc., PFE - Pfizer Inc., VHT - Vanguard Health Care ETF, Small Cap Funds, Mutual Funds, AZN - AstraZeneca PLC ADR, SILJ - ETFMG Prime Junior Silver Miners ETF, SIL - Global X Silver Miners ETF, Banks and Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/3/202339 minutes, 58 seconds
Episode Artwork

3-1-2023 – Is It Possible to Balance the Books for Social Security?

Social Security resembles other government programs because its tax revenues are spent in the year that they are raised. (Social Security’s benefits expenditures have exceeded its revenue from payroll taxes every year since 2010. The program is already thoroughly in the red.) Today's Stocks & Topics: Jobs Market, Electric Cars and Workers, Stocks Buybacks, CE - Celanese Corp., PARA - Paramount Global Cl B, WFC - Wells Fargo & Co., GSBD - Goldman Sachs BDC Inc., BIT - BlackRock Multi-Sector Income Trust, Closed-End Funds, FTRNX - Fidelity Trend Fund, Securities-Backed Line of Credit (SBLOC).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/2/202346 minutes, 29 seconds
Episode Artwork

2-28-2023 – Could Reshoring Be the Theme ETF Investors Need?

In mid-2022, reshoring, onshoring or nearshoring were mentioned in the quarterly earnings calls of around 180 US companies. Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., X - United States Steel Corp., AMZN - Amazon.com Inc., Standard Deduction, Buying Gold, and Oil Stocks, EPAM - EPAM Systems Inc., WAB - Wabtec, VNQ - Vanguard Real Estate ETF, RGEN - Repligen Corp., Corporate Bonds, MSFT - Microsoft Corp., NOK - Nokia Corp. ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
3/1/202337 minutes, 56 seconds
Episode Artwork

2-27-2023 – China’s Economy Is Looking at a New Wave of 'Japanification'

Like Japan of the late 1980s, China today, decades later, has also allowed its real economy and the financial system to decouple. Today's Stocks & Topics: Apartment Rents, INTC - Intel Corp., PBR - Petroleo Brasileiro S/A ADR, LNG - Cheniere Energy Inc., TECK - Teck Resources Ltd. Cl B, Zero Commission Brokers.The PERSPECTIVE simplifies the investor's understanding of what can be complex stock market cycles.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/28/202346 minutes, 3 seconds
Episode Artwork

2-24-2023 – Is There a Sure-Fire Route to Investing Success?

The pursuit of excellence in many disciplines can yield rewards like a fulfilling life and career-- but with investing a determination to achieve excellence can lead to lots of transactions, higher costs, and greater complexity. Today's Stocks & Topics: Various Retirement Accounts, Inflation and Expending Data, NVEC - NVE Corp., SAM - Boston Beer Co. Cl A, Diversification, VET - Vermilion Energy Inc., I-R-A vs. Roth I-R-A. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/25/202346 minutes, 45 seconds
Episode Artwork

2-23-2023 – Investing in A Time Of 'Polycrisis'

There is a theory that postulates that since our problems are interconnected and mutually exacerbating, it may be of limited use to focus on one at the expense of others. Today's Stocks & Topics: The Global Economy, The Fed, CHPT - ChargePoint Holdings Inc., FANG - Diamondback Energy Inc., BHP - BHP Group Ltd. ADR, RIO - Rio Tinto PLC ADR, 401k, 529 Plan or Investing on the Side, IBDRY - Iberdrola S.A. ADR, The U.S. Dollar.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/24/202345 minutes, 33 seconds
Episode Artwork

2-22-2023 – What Are Option-Income Funds and Are They Here to Stay?

One expert says that in addition to providing payouts that can reach as high as an annualized 11%, these funds also tend to be somewhat less risky than a stock market index fund. Today's Stocks & Topics: Office Landlords, Earnings, VIMAX - Vanguard Mid-Cap Index Fund Admiral, HLT - Hilton Worldwide Holdings Inc., FL - Foot Locker Inc., 401k, Mutual Fund vs. Individual Equities, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, EQT - EQT Corp., FLNG - Flex LNG Ltd., BXMIX - Blackstone Alternative Multi-Strategy Fund I.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/23/202346 minutes, 57 seconds
Episode Artwork

2-21-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Economic Indicators, S&P Index Fund, How Do Stock Market Grow, Investing Strategy, Investing for Retirement, Small Cap Funds, Interest Rates, Value Funds, P.E. Ratio, Real Estate Sale, FED and Money Print, Earnings, Vanguard Robo Advisor, Covered Calls, Cash, Corporate Bonds.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/21/202346 minutes, 50 seconds
Episode Artwork

2-20-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: 401k Hidden Fees, Restricted Stock Units (RSUs), 401k, Bonds and Junk Bonds, Investment Variable Annuities, I-R-As, 401k Allocation, China's Economy, Fundamental Analysis, Roth I-R-A, Dividends Investing, Following Other Investors Moves, Investing Strategy.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/20/202346 minutes, 50 seconds
Episode Artwork

2-17-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Inflation Rate, Social Security, Investing in Other Markets, Transferring Cash to Roth I-R-A, P.E. Ratio Calculation, Relocating for Retirement, Passive Investing, Railroad Stocks, Asset Allocation, The SPIVA, 401k, Investing Apps, Dogs of the Dow 2023, Strategy Question, 529 Plan, Equity & Retirement.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/17/202346 minutes, 50 seconds
Episode Artwork

2-16-2023 – The Labor Market: Looking at the 'Big Picture'

Big tech, finance, and manufacturing are all cutting jobs and some analysts think there will be a ripple effect. Today's Stocks & Topics: Inflation, Secure Act 2.0, National Debt, DVN - Devon Energy Corp., HDSN - Hudson Technologies Inc., CSL - Carlisle Cos., Brokered CD vs. Traditional CD, EMR - Emerson Electric Co., BG - Bunge Ltd., ADM - Archer Daniels Midland Co., Brokerage Accounts, VSSVX - VALIC Company I Small Cap Special Values Fund.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/17/202347 minutes, 19 seconds
Episode Artwork

2-15-2023 – Are Municipal Bonds an Attractive Option for Income Investors?

As with the rest of the bond market, yields on municipal securities are at their highest levels in many years. Today's Stocks & Topics: ORAN - Orange ADR, AOS - A.O. Smith Corp., SUN - Sunoco L.P., TWO - Two Harbors Investment Corp., MPW - Medical Properties Trust Inc., WYNN - Wynn Resorts Ltd., AMKBYA.P. Moeller-Maersk A/S ADR, Markets Shifted, Blackstone, 401k Plans.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/16/202346 minutes, 6 seconds
Episode Artwork

2-14-2023 – What's the Outlook for Bank Stocks After a Rough 2022?

A tug of war between recession fears and benefits of higher rates has left bank stocks in limbo. Today's Stocks & Topics: Real Estate, Blackstone Real Estate Income Trust Inc (BREIT), LUMN - Lumen Technologies Inc., RNPGX - American Funds New Perspective Fund R6, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, Artificial Intelligence (AI), VEOEY - Veolia Environnement S.A. ADR, OKE - ONEOK Inc., EPM - Evolution Petroleum Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/15/202345 minutes, 48 seconds
Episode Artwork

2-13-2023 – In Isolation, Your Net Worth Statement May Not Tell You Much at First

Over time, a realistic summary of all your assets and liabilities is a crucial first step toward getting a better handle on your finances.Today's Stocks & Topics: MELI – Mercado Libre Inc., KHC - Kraft Heinz Co., NSSC - NAPCO Security Technologies Inc., Dogs of the Dow on 2023, Inflation, HBI - Hanesbrands Inc. Justin's PERSPECTIVE concerns the REAL IMPACT of inflation on the "buying power" of the U.S. dollar over time-- specifically, over 103 years.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/14/202346 minutes, 21 seconds
Episode Artwork

2-10-2023 – Could Utilities Be in the Best Growth Environment in Decades?

Some analysts think that when you combine big macro themes of electrification and clean energy, utilities have growth prospects that can last for a decade or more. Today's Stocks & Topics: Inflation Rate, Bear-Market Trap, Social Security, AIT - Applied Industrial Technologies Inc., T - AT&T Inc., CNQ - Canadian Natural Resources Ltd., DSKE - Daseke Inc., ICLN - iShares Global Clean Energy ETF, Natural Gas, IDXX - IDEXX Laboratories Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/11/202345 minutes, 30 seconds
Episode Artwork

2-9-2023 – Can Investors Protect Against Risk That Cannot Be Quantified?

For investors, there are "knowns" and "unknowns”, and a better understanding of the knowns can produce fewer surprises. Today's Stocks & Topics: Disney’s Earnings, Google Search, Ponzi Scheme, UPST - Upstart Holdings Inc., 529 Plan, APD - Air Products & Chemicals Inc., AFG - American Financial Group Inc., LUMN - Lumen Technologies Inc., Strategy Question, Investing Apps, DEA - Easterly Government Properties Inc., PPG - PPG Industries Inc., SCHN - Schnitzer Steel Industries Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/10/202344 minutes, 12 seconds
Episode Artwork

2-8-2023 – More than 60% of U.S. REITs Raised Dividends in 2022

Which sectors did best and is this a potentially smart type of investment? Today's Stocks & Topics: The Dollar and Earnings, Banks, Being Your Own Bank, BWXT - BWX Technologies Inc., Portfolio Management, UBVFX - Undiscovered Managers Behavioral Value Fund, Special Purpose Acquisition Company (SPAC), BEAM - Beam Therapeutics Inc., CDNA - CareDx Inc., SBSW - Sibanye-Stillwater Ltd. ADR, Gold & Silver.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/9/202346 minutes, 52 seconds
Episode Artwork

2-7-2023 – What Are Recession-Resistant Stocks?

Recession-resistant stocks are stocks of companies whose products and services consumers will continue to purchase no matter the economic climate. Today's Stocks & Topics: Why So Many Jobs Do Not Get Fill, Renters Rights, BG - Bunge Ltd., CD Rates, Us Stocks Versus International Growth, PTLO - Portillo's Inc., BOTZ - Global X Robotics & Artificial Intelligence ETF, ETD - Ethan Allen Interiors Inc., Generating Income Abroad, IRM - Iron Mountain Inc., ROKU - Roku Inc. Cl A., Social Security Taxes. TRIVIA QUESTION: "If you happen to be laid off-- or if you are perhaps considering RETURNING to the job hunt-- can you NAME 5 or 6 of the most "in-demand tech skills" that typically pay more than $125 an hour?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/8/202346 minutes, 49 seconds
Episode Artwork

2-6-2023 – Stocks Surged in January but Do They Still Look Undervalued?

With the economy weakening and monetary conditions still tightening, the easy returns may have been captured already. Today's Stocks & Topics: Jobs Report, How Investors Handling Their 401k, Secure 2.0 Act, CRM - Salesforce Inc., AEM - Agnico Eagle Mines Ltd., The SPIVA (S&P Indices Versus Active), HSIC - Henry Schein Inc., ORI - Old Republic International Corp., JXN - Jackson Financial Inc. Justin's PERSPECTIVE concerns an important financial institution that affects all of us: The Federal Reserve.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/7/202346 minutes, 27 seconds
Episode Artwork

2-3-2023 – What Can We Learn from Earnings Reports, So Far?

Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S.A. ADR, SBLK - Star Bulk Carriers Corp., MGV - Vanguard Mega Cap Value ETF, Jobs Report, AVT - Avnet Inc., AHT - Ashford Hospitality Trust, Retirement, AMAT - Applied Materials Inc., APD - Air Products & Chemicals Inc. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/4/202345 minutes, 58 seconds
Episode Artwork

2-2-2023 – How Long Will It Take the Market to Recover?

Most major asset classes have posted strong returns for the year to date through Jan. 26, but there’s no guarantee these positive trends will continue. Today's Stocks & Topics: RSG - Republic Services Inc., AMD - Advanced Micro Devices Inc., AMD - Advanced Micro Devices Inc., IHI - iShares U.S. Medical Devices ETF, Limited Order, ERH - Allspring Utilities & High-Income Fund, Market Expectations, TGB - Taseko Mines Ltd., Michael Burry Predictions, FCEL - FuelCell Energy Inc., STLA - Stellantis N.V., STRL - Sterling Infrastructure Inc., World Economic Forum.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/3/202347 minutes, 40 seconds
Episode Artwork

2-1-2023 – Will the Market Be Able to Overcome Rising Rates and Falling Corporate Profitability?

One high-profile short seller says he sees an alarming trend in the market. Today's Stocks & Topics: Shell Growth, Markets and Economic News, Railroad Stocks, CSX - CSX Corp., NVDA - NVIDIA Corp., CGAU - Centerra Gold Inc., EA - Electronic Arts Inc., ABEV - Ambev S.A. ADR, SSNLF - Samsung Electronics Co. Ltd., UL - Unilever PLC ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/2/202345 minutes, 48 seconds
Episode Artwork

1-31-2023 – What You Need to Know About Roth IRAs

You should understand Roth IRA contribution and income limits, the ins and outs of the backdoor IRA maneuver, and more.Today's Stocks & Topics: Tax Rates and Tech-Stocks, Global Debt, CVCO - Cavco Industries Inc., Passive Investing, OLN - Olin Corp., IEX - IDEX Corp., 401k, LUMN - Lumen Technologies Inc., Fed Meeting, EGY - Vaalco Energy Inc., CVNA - Carvana Co. Cl A, CTVA - Corteva Inc. TRIVIA QUESTION: "According to a career expert, there are several stumbling blocks that could be holding you back when you apply for a job... Can you name a few of your potential PROBLEM AREAS?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
2/1/202345 minutes, 35 seconds
Episode Artwork

1-30-2023 – January Rally Paused as Investors Consider Potential Rate Hike and Earnings Reports

Stocks traded lower Monday as investors braced for the busiest week of earnings season and a possible interest rate hike from the Federal Reserve. Today's Stocks & Topics: GDP Numbers, Banks and Consumers Defaults, Inflation, TSN - Tyson Foods Inc. Cl A, TGB - Taseko Mines Ltd., MRTN - Marten Transport Ltd., XLB - Materials Select Sector SPDR ETF, KIO - KKR Income Opportunities Fund, P.E. Ratio Calculation, AQN - Algonquin Power & Utilities Corp.Justin's PERSPECTIVE looks at the cost of goods --- THEN and NOW... from 1920 to today.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/31/202346 minutes, 22 seconds
Episode Artwork

1-27-2023 – Recession Fears Aside, U.S. GDP Rose 2.9% in the Fourth Quarter

A sharp slide in housing helped pull down the GDP, but boosts in government spending and private investment aided its growth. Today's Stocks & Topics: CRGY - Crescent Energy Co., SPXL - Direxion Daily S&P 500 Bull 3X Shares, INFY - Infosys Ltd. ADR, Inflation, LCID - Lucid Group Inc., ADMA - ADMA Biologics Inc., NCLH - Norwegian Cruise Line Holdings Ltd., VLO - Valero Energy Corp., 401k Allocations, U.S. Productivity. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/28/202343 minutes, 5 seconds
Episode Artwork

1-26-2023 – Should Investors Put Fear Aside and Focus on Valuations?

Valuations are an important variable in setting the odds for how different corners of the market could perform. Today's Stocks & Topics: FCC and Crypto, Small Business, Inflation, ENB - Enbridge Inc., CVS - CVS Health Corp., Transferring Cash to Roth I-R-A, RXT - Rackspace Technology Inc., PRTYQ - Party City Holdco Inc., ADM - Archer Daniels Midland Co., PPC - Pilgrim's Pride Corp., HD - Home Depot Inc., OTIS - Otis Worldwide Corp., BHP - BHP Group Ltd. ADR.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/27/202345 minutes, 52 seconds
Episode Artwork

1-25-2023 – Real Estate Funds, Private REITs, and BREIT: What You Need to Know

Looking at the pluses and minuses of an alternative to real estate mutual funds. Today's Stocks & Topics: The Dollar, The Government, Making Money, PANW - Palo Alto Networks Inc., IHAK - iShares Cybersecurity & Tech ETF, DXCM - DexCom Inc., OLN - Olin Corp., CUBE – Cube Smart, HACK - ETFMG Prime Cyber Security ETF, DFFVX - DFA US Targeted Value Portfolio Institutional, VRTV - Veritiv Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/26/202346 minutes, 51 seconds
Episode Artwork

1-24-2023 – Is It Realistic to Look for Opportunities in Undervalued, High Quality Cyclical Stocks?

The bear market has left a large number of cyclical stocks trading at attractive prices. Today's Stocks & Topics: "Buy, Borrow, Die, Retirement Needs, Investors Are Falling into a Trap, MPW - Medical Properties Trust Inc., Treasury Bills, GLW - Corning Inc., NVDA - NVIDIA Corp., GOOG - Alphabet Inc. Cl C, Five Top Technical Indicators, CVS - CVS Health Corp., KRP - Kimbell Royalty Partners L.P., LMND - Lemonade Inc. TRIVIA QUESTION: What are the 3 types of employees typically most AT-RISK during layoffs — and what are the 2 safest?Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/25/202344 minutes, 10 seconds
Episode Artwork

1-23-2023 – The Pros and Cons of Investing in REITs vs. Direct Real Estate

Despite the volatility and uncertainty of the housing market over the past three years, real estate can remain a valuable part of an investor’s portfolio. Today's Stocks & Topics: Offshore Oil Market, Home Remodeling, Tech Sector, CPRX - Catalyst Pharmaceuticals Inc., VWAGY - Volkswagen AG 1/10th ADR, BG - Bunge Ltd., CDNS - Cadence Design Systems Inc., DVN - Devon Energy Corp., TSLQ - Leverage Shares -3x Short Tesla ETP, Over the Counter (OTC) Stocks, CIVI - Civitas Resources Inc., BBSI - Barrett Business Services Inc., Options Trading.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/24/202346 minutes, 21 seconds
Episode Artwork

1-20-2023 – How Will the U.S. Treasury Deal with Fallout from the Debt Ceiling Showdown?

The U.S. has reached its statutory debt limit of $31.4 trillion, prompting a series of measures to avoid a default on government debt.Today's Stocks & Topics: Warren Buffett, Next Fed Hike, Real Estate, Career Growth, IP - International Paper Co., BTI - British American Tobacco PLC ADR, MO - Altria Group Inc., Rollovers, VVR - Invesco Senior Income Trust, Required Minimum Distributions (RMDs), TMO - Thermo Fisher Scientific Inc., STRL - Sterling Infrastructure Inc., TXT - Textron Inc., IBN - ICICI Bank Ltd. ADR., SBUX - Starbucks Corp. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/21/202346 minutes, 39 seconds
Episode Artwork

1-19-2023 – With Retirement-Spending Plans, Are the Odds Stacked in the Investor’s Favor?

Once upon a time, people created investment plans that had definitive answers but, in reality, things were never quite that simple. Today's Stocks & Topics: Chinese Demographics, Investing in China, T - AT&T Inc., LUMN - Lumen Technologies Inc., AGG - iShares Core U.S. Aggregate Bond ETF, BSV - Vanguard Short-Term Bond ETF, Investing in Other Markets, REPX - Riley Exploration Permian Inc., BITI - ProShares Short Bitcoin Strategy ETF, VFC - VF Corp.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/20/202345 minutes, 45 seconds
Episode Artwork

1-18-2023 – As Inflation Slows, How Might the Market React to a Quarter-Point Rate Increase?

Economic data has helped solidify the idea that after a succession of aggressive increases, the Fed is ready to take its foot off the brake-- a bit more. Today's Stocks & Topics: Oil Demand, China’s Population, EXPGY - Experian PLC ADR, VNOM - Viper Energy Partners L.P. Un, MSFT - Microsoft Corp., Capital Gains Tax Rates, Tech Companies, MLI - Mueller Industries Inc., BAX - Baxter International Inc., Sectors, RCII - Rent-A-Center Inc., MMM - 3M Co.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/19/202347 minutes, 51 seconds
Episode Artwork

1-17-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Interest Rates, Home Ownership, Water Companies, Roth I-R-A, Low Risk Investment, RMDs, Required Distributions, Trailing Stops, Earning Calls, Gold and Silver Prices, Commodities, Roth I-R-A, Covered Calls ETFs, Housing Market, Oregon - IPOs and Mutual Funds First 6 mo. Rule, Cannabis Companies, Investing for Kids, Retirement Funds Management.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/18/202346 minutes, 51 seconds
Episode Artwork

1-16-2023 - Best of Caller Questions

In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Investment Options, Buying Bonds Instead of Buying Stocks, Value Stocks with Dividends, Mid and Small Caps, Insider Buying, 403b Retirement Funds, Mortgages, Utility Companies and Electric Vehicles, The Market and 401Ks, Peer-to-Peer Lending, Bonds, Diversified Account, Recession, Corporate Bond Offerings, Retirement, Social Security Payments, Value Stocks and Growth Stocks, IPOs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/16/202346 minutes, 49 seconds
Episode Artwork

1-13-2023 – Profits and Losses and a Tale of Two Banks

JPMorgan Chase posted a fourth-quarter 6% profit jump, while Citigroup’s fourth-quarter profit declined by 21%. Today's Stocks & Topics: Margins, FCC and Crypto-currencies, Goldman Sachs, Mortgages, TGT - Target Corp., SITM - SiTime Corp., AMLP - Alerian MLP ETF, CAT - Caterpillar Inc., GOOG - Alphabet Inc. Cl C. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/14/202345 minutes, 58 seconds
Episode Artwork

1-12-2023 – What Are Bucket Portfolios and How Did They Perform in 2022?

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses. Today's Stocks & Topics: Taxes, Sectors, AMLP - Alerian MLP ETF, K1 Tax Form, IIPR - Innovative Industrial Properties Inc., HWKN - Hawkins Inc., JXN - Jackson Financial Inc., AVGE - Avantis All Equity Markets ETF, CDs vs. ETFs, Closed-End Fund Market.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/13/202344 minutes, 54 seconds
Episode Artwork

1-11-2023 – Inflation Has Not Been Tamed and the FED Admits More Pain Ahead

Federal Reserve Governor Michelle Bowman has noted the mistakes the Fed made in the 1970s when it raised rates to address inflation, but then lowered them when the economy slowed. Today's Stocks & Topics: SSNC - SS&C Technologies Holdings Inc., BTI - British American Tobacco PLC ADR, CSL - Carlisle Cos., AMAT - Applied Materials Inc., The World Bank on Global Growth Forecasts, VIS - Vanguard Industrials ETF, RGI - Invesco S&P 500 Equal Weight Industrials ETF, GSK - GSK PLC ADR, MO - Altria Group Inc., Sectors, Special Purpose Acquisition Company (SPAC).Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/12/202346 minutes, 48 seconds
Episode Artwork

1-10-2023 – Has Health Insurance Made Healthcare More Expensive?

There are many complicated reasons for increases, such as not prioritizing preventive care or a lack of price transparency, and one of the biggest catalysts for inflation was the rise of health insurance costs.Today's Stocks & Topics: CVS - CVS Health Corp., NXPI - NXP Semiconductors N.V., Portfolio Management and Charts, SCCO - Southern Copper Corp., SNA - Snap-On Inc., The Treasury Market, MSM - MSC Industrial Direct Co., PANW - Palo Alto Networks Inc., Retail Investors, Tesla, Earnings Season.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
1/11/202346 minutes, 44 seconds
Episode Artwork

1-9-2023 – Do You Have a 2023 Financial To-Do List?

As the FED hiked interest rates, bonds and stocks got hammered-- but the most successful investors consider their total opportunity sets. Today's Stocks & Topics: Higher Rates and Options, Corporate Earnings Season, Capital Rules, GBX - Greenbrier Cos. Inc., VFMF - Vanguard U.S. Multifactor ETF, WTI - W&T Offshore Inc., SU - Suncor Energy Inc., AWEVF - Alphawave IP Group PLC, DUKE - Duke Royalty Ltd., ASIX - AdvanSix Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy