• InvestTalk 6-20-2024 – The Psychology of Retirement Income: From Saving to Spending

    Are you lost in the retirement consumption puzzle?


    Today's Stocks & Topics: VALE - Vale S.A. ADR, Market Wrap, GRPM - Invesco S&P MidCap 400 GARP ETF, DOX - Amdocs Ltd., V - Visa Inc. Cl A, The Psychology of Retirement Income: From Saving to Spending, HIMS - Hims & Hers Health Inc., Housing Market, TAYD - Taylor Devices Inc., Issued Shares, PCRFY - Panasonic Holdings Corp. ADR, A-I Stocks, EWZ - iShares MSCI Brazil ETF, DOJ vs. Adobe.



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    46m - Jun 21, 2024
  • InvestTalk 6-19-2024 – Best of Caller Questions

    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.


    Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Butterfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.




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    46m - Jun 19, 2024
  • InvestTalk 6-18-2024 – Should You Own Bonds Now Given Current Market Trends?

    Challenges in the bond market could set the table for stronger future returns.

     

    Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, HWKN - Hawkins Inc., EWW - iShares MSCI Mexico ETF, FTNT - Fortinet Inc., It’s Been a Terrible Time for Bonds, But Should You Own Them Now?, PRIM - Primoris Services Corp., Hedge Funds Trading, FAST - Fastenal Co., VEGI - iShares MSCI Agriculture Producers ETF, Portfolio Composition and Cyclical Companies, LEA - Lear Corp., Chinas’ Property Market.



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    46m - Jun 19, 2024
  • InvestTalk 6-17-2024 – Three Compelling Reasons to Avoid Market Timing

    History tells us that to benefit from market timing, you need to be consistently right.

    (In fact, in a 1975 research paper, the Nobel Prize-winning economist William Sharpe showed how a market timer must be accurate 74 percent of the time in order to outperform a passive portfolio at a comparable level of risk.)

     

    Today's Stocks & Topics: ALV - Autoliv Inc., Market Wrap, TSCO - Tractor Supply Co., MAIN - Main Street Capital Corp, Three Compelling Reasons to Avoid Market Timing, SYM - Symbotic Inc., Union Business Cycle, Electric Vehicles and Insurance, KHC - Kraft Heinz Co., Investing in Treasury Bonds, China’s Currency, CHGG - Chegg Inc.



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    45m - Jun 18, 2024
  • InvestTalk 6-14-2024 – Humans Have Memories but Stock Markets Don't

    The stock market is an immensely complex ecosystem, driven by a multitude of factors including economic indicators, company performance, political events and investor psychology.

     

    Today's Stocks & Topics: COR - Cencora Inc., Market Wrap, CASY - Casey's General Stores Inc., Humans Have Memories but Stock Markets Don't, KPP Newsletter, SLB - Schlumberger Ltd., PPG - PPG Industries Inc., The Fed and The Market, Electric Vehicles and Tesla, Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, BTSG - BrightSpring Health Services Inc., Elon Musk's Pay Package.



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    44m - Jun 15, 2024
  • InvestTalk 6-13-2024 – How to Make Sure Your Personalized Portfolio Doesn’t Backfire

    A total wealth approach can lead to better outcomes.

     

    Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Principal SAM Conservative Growth Portfolio A, Annual Reports, PAYC - Paycom Software Inc., Iron Butterfly Options, Office Buildings, 403B Retirement.



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    46m - Jun 14, 2024
  • InvestTalk 6-12-2024 – Be Prepared for the Hidden Costs of Homebuying

    According to a new report by Bankrate.com, the hidden costs of homeownership add up to an average of $18,118 annually, or $1,510 per month.

     

    Today's Stocks & Topics: VIX - CBOE Volatility Index, Market Wrap, Investment Criteria, Ordinary vs. Qualified Dividends, Be Prepared for the Hidden Costs of Homebuying, BIG - Big Lots Inc., The

    International Energy Agency (IEA) Report, URA - Global X Uranium ETF, ED - Consolidated Edison Inc., META - Meta Platforms Inc., Whole Foods & Trader Joe’s.



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    46m - Jun 13, 2024
  • InvestTalk 6-11-2024 – Lessons for Investors from the 'Father of Modern Finance'

    One hypothesis says that because all relevant information is already factored into prices, no investor can consistently achieve higher returns on a risk-adjusted basis than another investor who simply holds a random portfolio of diversified stocks.

     

    Today's Stocks & Topics: DDS - Dillard's Inc., CX - Cemex S.A.B. de C.V. ADR, Market Wrap, Lessons for Investors from the 'Father of Modern Finance', ALLY - Ally Financial Inc., Picking Winning Stocks, 401k Rollover, ONTO - Onto Innovation Inc., IMMR - Immersion Corp., ET - Energy Transfer LP.



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    46m - Jun 12, 2024
  • InvestTalk 6-10-2024 – You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?

    What you need to know about the advantages and risks of investing in cryptocurrency.

     

    Today's Stocks & Topics: ACI - Albertsons Cos. Inc., Market Wrap, LSTR - Landstar System Inc., GGG - Graco Inc., You Are Contemplating Bitcoin, But How Would You Use It in Your Portfolio?, CNQ - Canadian Natural Resources Ltd., Private Equity, SCHW - Charles Schwab Corp., IEX - IDEX Corp., CTAS - Cintas Corp., GPN - Global Payments Inc., FAST - Fastenal Co., Smaller Companies Capital.



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    46m - Jun 10, 2024
  • InvestTalk 6-7-2024 – Maybe You Don't Have to Follow the Lauded Financial Guideline Rules

    If you understand your goals, you can discover which protocols can and can’t help you achieve them.

    (I will talk about the realities of heavy debt– and what can or should be done.)

     

    Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap, SNA - Snap-On Inc., SCHC - Schwab International Small-Cap Equity ETF, BIG - Big Lots Inc., KPP Newsletter, Lower the Cost Basis, ILMN - Illumina Inc., Maybe You Don't Have to Follow the Lauded Financial Guideline Rules, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Ser, Oil and Gasoline, CCK - Crown Holdings Inc., TOL - Toll Brothers Inc., Alternative Investments, BBWI - Bath & Body Works Inc., Jobs Numbers.



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    46m - Jun 8, 2024
  • InvestTalk 6-6-2024 – Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?

    According to the Congressional Budget Office, interest on the national debt in 2024 will cost a staggering $870 billion, a sum that exceeds the amount we spend on defense.

     

    Today's Stocks & Topics: DG - Dollar General Corp., CLIP - Global X 1-3 Month T-Bill ETF, Market Wrap, Could a 'Value-Added Tax' Be a Potential Solution to Our Crippling Debt Problem?, CIVI - Civitas Resources Inc., Treasury Debt Buy-Backs, KNSL - Kinsale Capital Group Inc., MLI - Mueller Industries Inc., THC - Tenet Healthcare Corp., The Diamond Market, HEES - H&E Equipment Services Inc., Life Insurance Companies.



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    46m - Jun 7, 2024
  • InvestTalk 6-5-2024 – 4 Financial Tasks You Shouldn’t Put Off

    How to make sure common financial ‘pain points’ don’t imperil your plan.

     

    Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS - A.O. Smith Corp., The Economic Data, MTDR - Matador Resources Co., The Dollar, Conversion from a Roth 41k to a Roth I-R-A, Private Equity.



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    46m - Jun 6, 2024
  • InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?

    Less is generally more, but there are exceptions.

    (If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.)

     

    Today's Stocks & Topics: Index-Linked Variable Annuities, Market Wrap, RIO - Rio Tinto PLC ADR, Should Your Simple Retirement Portfolio Be More Complicated?, SFM - Sprouts Farmers Market Inc., STRL - Sterling Infrastructure Inc, Tax-Loss, Energy Sector, Is the Consumer Finally Slowing, Caller Offer Condolences About Steve Peasley, SU - Suncor Energy Inc., CVE - Cenovus Energy Inc., TTC - Toro Co., The Boomer Generation.



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    46m - Jun 5, 2024
  • InvestTalk 6-3-2024 – Salute to Steve Peasley (1952-2024)

    Today, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time.


    Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Investor, Bonds, Buying a House, Financial Analysis, Pullbacks.



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    46m - Jun 4, 2024
  • InvestTalk 5-31-2024 – Tips for Dealing with Market Volatility

    The road to financial success is paved with lots of twists and turns but understanding market pricing is an important enhancement to the investment experience.

     

    Today's Stocks & Topics: TGB - Taseko Mines Ltd., Market Wrap, Enerplus and Chord Energy, MSM - MSC Industrial Direct Co., Tips for Dealing with Market Volatility, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, TECH - Bio-Techne Corp., KPP Newsletter, Fund Holders, MTZ - MasTec Inc., EXP - Eagle Materials Inc., ACM - AECOM, Gambling Lessons.



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    46m - Jun 1, 2024
  • InvestTalk 5-30-2024 – Investor Behavior Continues to Hinder Returns

    In 2023, emotional decisions hurt returns and the average equity fund investor underperformed the market.

     

    Today's Stocks & Topics: IDCC - InterDigital Inc., Market Wrap, VRT - Vertiv Holdings LLC, Preferred Stocks, Investor Behavior Continues to Hinder Returns, PRT - Perm Rock Royalty Trust, BBY - Best Buy Co. Inc., Trustable Financial Websites, Tariffs, UFPI - UFP Industries Inc., CNM - Core & Main Inc., CNC - Centene Corp., MGNX - Macrogenics Inc., The Stock Market.



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    46m - May 31, 2024
  • InvestTalk 5-29-2024 – Five Key Lessons Taken from the Study of U.S. Financial History

    Research compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing the Long-Wave Cycles of Alternative Asset Classes".

    (This will be of interest to academics, trustees, institutions, and individual investors.)

     

    Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Market Wrap, DD - DuPont de Nemours Inc., EXPE - Expedia Group Inc., Five Key Lessons Taken from the Study of U.S. Financial History, RMD - ResMed Inc., The Beige Book, MELI - MercadoLibre Inc., Stock Valuation, Organization of the Petroleum Exporting Countries (OPEC), MOD - Modine Manufacturing Co., OVV - Ovintiv Inc.



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    46m - May 29, 2024
  • 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.



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    46m - May 29, 2024
  • 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.



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    46m - May 27, 2024
  • 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.



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    46m - May 25, 2024
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