• 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
  • 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.



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    47m - May 24, 2024
  • 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.



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    46m - May 23, 2024
  • 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.



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    46m - May 22, 2024
  • 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.



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    46m - May 21, 2024
  • 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.




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    46m - May 17, 2024
  • 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.



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    46m - May 17, 2024
  • 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.



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    45m - May 16, 2024
  • 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.



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    46m - May 15, 2024
  • 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.



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    46m - May 14, 2024
  • 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.



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    45m - May 10, 2024
  • 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.



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    47m - May 10, 2024
  • 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.



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    47m - May 9, 2024
  • 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.



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    46m - May 8, 2024
  • 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.



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    45m - May 7, 2024
  • 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.



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    46m - May 4, 2024
  • 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.



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    46m - May 3, 2024
  • 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.



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    46m - May 2, 2024
  • 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.



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    47m - May 1, 2024
  • InvestTalk 4-29-2024 – How Will the Best Interest Rule Impact You?

    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.



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    47m - Apr 30, 2024
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