Investtalk - Podcast Details

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InvesttalkInvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment PortfolioFirst, 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.co...2024-04-0642 min

InvesttalkInvestTalk 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 Ca...2024-04-0548 min

InvesttalkInvestTalk 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 - Te...2024-04-0448 min

InvesttalkInvestTalk 4-2-2024 – Why Cash May Be Riskier Than You ThinkDespite 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. Ou...2024-04-0347 min

InvesttalkInvestTalk 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 - H...2024-04-0246 min

InvesttalkInvestTalk 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...2024-03-2749 min

InvesttalkInvestTalk 3-25-2024 – Housing Market Predictions for 2024 to 2028As 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 C...2024-03-2647 min

InvesttalkInvestTalk 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 Inc...2024-03-2347 min

InvesttalkInvestTalk 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 L...2024-03-2248 min

InvestTalkInvestTalk 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 L...2024-03-2246 min

InvestTalkInvestTalk 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...2024-03-2146 min

InvesttalkInvestTalk 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...2024-03-2146 min

InvesttalkInvestTalk 3-19-2024 – The 10 Most Important Shareholder RightsAs 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 a...2024-03-2048 min

InvestTalkInvestTalk 3-19-2024 – The 10 Most Important Shareholder RightsAs 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 a...2024-03-2046 min

InvesttalkInvestTalk 3-18-2024 – US Office Market Is World's Most OversuppliedThe 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.com Advertising Inquiries: https://redcircle.com/b...2024-03-1948 min

InvesttalkInvestTalk 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.co...2024-01-1848 min

InvesttalkInvestTalk 1-16-2024 – 5 Ways Investors Can Succeed by Knowing Their LimitsWhen 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/brands Privacy & Opt-O...2024-01-1748 min

InvesttalkInvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1In 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...2024-01-1548 min

InvesttalkInvestTalk 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...2024-01-1348 min

InvesttalkInvestTalk 1-11-2024 – The Risks Ahead for 2024 and How Investors Can Manage ThemAiming 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 grea...2024-01-1248 min

InvesttalkInvestTalk 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.r...2024-01-1147 min

InvesttalkInvestTalk 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 TODA...2024-01-1048 min

InvesttalkInvestTalk 1-8-2024 – Key Themes That Could Rule How the Markets Perform in 2024One 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 li...2024-01-0948 min

InvesttalkInvestTalk 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 gr...2024-01-0648 min

InvesttalkInvestTalk 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 f...2024-01-0548 min

InvesttalkInvestTalk 1-3-2024 – 4 New Rules for Investors In 2024Experts 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...2024-01-0448 min

InvesttalkInvestTalk 1-2-2024 – Oil Prices Show Their First Annual Decline Since 2020Experts 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.ro...2024-01-0345 min

InvesttalkInvestTalk 1-1-2024 – Best of Caller QuestionsIn 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/2024-01-0148 min

InvesttalkInvestTalk 12-29-2023 – Recession Outlook: Experts Think a Mild Recession Is Still Possible in 2024In 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/TODAY Advertising Inq...2023-12-3047 min

InvesttalkInvestTalk 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/TODAY Advertising Inquiries: https://redcircle.com/brands 2023-12-2948 min

InvesttalkInvestTalk 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/TODAY 2023-12-2848 min

InvesttalkInvestTalk 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/p...2023-12-2747 min

InvesttalkInvestTalk 12-25-2023 – Best of Caller QuestionsIn 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...2023-12-2548 min

InvesttalkInvestTalk 12-22-2023 – Best of Caller QuestionsIn 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 Ro...2023-12-2348 min

InvesttalkInvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD AgesThe 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: h...2023-12-2247 min

InvesttalkInvestTalk 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/TODAY 2023-12-2148 min

InvesttalkInvestTalk 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...2023-12-2047 min

InvesttalkInvestTalk 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 de...2023-12-1948 min

InvesttalkInvestTalk 12-6-2023 – FED Chair Powell Admits That Inflation Is Easing, but Downplays Rate CutsInflation 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...2023-12-0745 min

InvesttalkInvestTalk 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/TODAY 2023-12-0648 min

InvesttalkInvestTalk 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-12-0546 min

InvesttalkInvestTalk 12-1-2023 – Learn Why It’s Important to Retire with PurposeRetirement 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 Rose...2023-12-0249 min

InvestTalkInvestTalk 12-1-2023 – Learn Why It’s Important to Retire with PurposeRetirement 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 Rose...2023-12-0247 min

InvesttalkInvestTalk 11-30-2023 – Must-Knows About Employee Stock OptionsHow 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: ht...2023-12-0147 min

InvestTalkInvestTalk 11-30-2023 – Must-Knows About Employee Stock OptionsHow 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: ht...2023-12-0146 min

InvesttalkInvestTalk 11-29-2023 – Must-Knows About Employee Stock OptionsHow 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-3047 min

InvestTalkInvestTalk 11-29-2023 – Must-Knows About Employee Stock OptionsHow 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 2023-11-3046 min

InvesttalkInvestTalk 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/TODAY Advertising Inqui...2023-11-2948 min

InvestTalkInvestTalk 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 Inqui...2023-11-2946 min

InvesttalkInvestTalk 11-27-2023 – Infinite Banking: What Is It and How Does It Work?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 o...2023-11-2848 min

InvestTalkInvestTalk 11-27-2023 – Infinite Banking: What Is It and How Does It Work?The infinite banking conceptmay 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 o...2023-11-2846 min

InvesttalkInvestTalk 11-24-2023 – Black Friday ShowIn 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/TO...2023-11-2448 min

InvestTalkInvestTalk 11-24-2023 – Black Friday ShowIn 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/TO...2023-11-2446 min

InvesttalkInvestTalk 11-23-2023 – Thanksgiving Day ShowIn 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...2023-11-2348 min

InvestTalkInvestTalk 11-23-2023 – Thanksgiving Day ShowIn 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...2023-11-2346 min

InvesttalkInvestTalk 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/TODAY Advertising Inquiries: https://redcircle.com/brands P...2023-11-2348 min

InvestTalkInvestTalk 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/brandsP...2023-11-2346 min

InvesttalkInvestTalk 11-21-2023 – Best of Caller QuestionsIn 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...2023-11-2248 min

InvestTalkInvestTalk 11-21-2023 – Best of Caller QuestionsIn 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...2023-11-2246 min

InvesttalkInvestTalk 11-20-2023 – Best of Caller QuestionsIn 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...2023-11-2148 min

InvestTalkInvestTalk 11-20-2023 – Best of Caller QuestionsIn 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...2023-11-2146 min

InvesttalkInvestTalk 11-17-2023 – Best of Caller QuestionsIn 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...2023-11-1848 min

InvestTalkInvestTalk 11-17-2023 – Best of Caller QuestionsIn 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...2023-11-1846 min

InvesttalkInvestTalk 11-16-2023 – Best of Caller QuestionsIn 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/TODAY 2023-11-1748 min

InvestTalkInvestTalk 11-16-2023 – Best of Caller QuestionsIn 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/TODAY 2023-11-1746 min

InvesttalkInvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a RecessionAfter 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...2023-11-1650 min

InvestTalkInvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a RecessionAfter 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...2023-11-1647 min

InvestTalkInvestTalk 11-15-2023 – The Case for Why inflation Might Decline Without a RecessionAfter 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: ht...2023-11-1647 min

InvesttalkInvestTalk 11-14-2023 – Proof that Staying Invested Is More Effective Than Timing the MarketA 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/brands Privacy & Opt-Out: https://r...2023-11-1549 min

InvestTalkInvestTalk 11-14-2023 – Proof that Staying Invested Is More Effective Than Timing the MarketA 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://r...2023-11-1547 min

InvesttalkInvestTalk 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...2023-11-1448 min

InvestTalkInvestTalk 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...2023-11-1446 min

InvestTalkInvestTalk 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...2023-11-1147 min

InvesttalkInvestTalk 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...2023-11-1148 min

InvesttalkInvestTalk 11-9-2023 – Best of Caller QuestionsIn 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/brands 2023-11-1048 min

InvestTalkInvestTalk 11-9-2023 – Best of Caller QuestionsIn 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/brands 2023-11-1046 min

InvesttalkInvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with InvestorsThe 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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0948 min

InvestTalkInvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with InvestorsThe 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 2023-11-0946 min

InvesttalkInvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in ValueConstruction 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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0849 min

InvestTalkInvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in ValueConstruction 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 2023-11-0847 min

InvesttalkInvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985The 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/brands Privacy & Opt-Out: ht...2023-11-0748 min

InvestTalkInvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985The 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: ht...2023-11-0746 min

InvesttalkInvestTalk 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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0447 min

InvesttalkInvestTalk 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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0348 min

InvesttalkInvestTalk 11-1-2023 – Is the Banking 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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0245 min

InvesttalkInvestTalk 10-31-2023 – A Personal Finance and Investing Guide for All AgesEveryone'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/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-11-0147 min

InvesttalkInvestTalk 10-30-2023 – Q3 2023: U.S. Gross Domestic Product Grew at 4.9%, Outpacing ExpectationsWhile 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. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-10-3145 min

InvesttalkInvestTalk 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.co...2023-10-2847 min

InvesttalkInvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull MarketThe 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/TODAY ...2023-10-2747 min

InvesttalkInvestTalk 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: h...2023-10-2648 min

InvesttalkInvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity ReturnsWhen 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/TODAY Advertising Inquiries: https://redcircle.com/brands Pri...2023-10-2550 min

InvesttalkInvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio StumbleInvesting 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://red...2023-10-2446 min

InvesttalkInvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing DemandThe 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 gre...2023-10-2150 min

InvesttalkInvestTalk 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 u...2023-10-2047 min

InvesttalkInvestTalk 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/TODAY A...2023-10-1948 min

InvesttalkInvestTalk 10-17-2023 – Passive Investing 101: Impact and ConsequencesIt 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: * C...2023-10-1848 min

InvesttalkInvestTalk 10-16-2023 – Social Security Recipients and Their Inflation-Adjusted COLAFollowing 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/TODAY Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-10-1747 min

InvesttalkInvestTalk 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.r...2023-10-1449 min

InvesttalkBonus Interview: Justin Klein with Craig Roberts on Life!LineInvestTalk host Justin Klein talks about the markets, money, retirement planning, inflation, the economy, sector performance, treasury debt, and more. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy 2023-08-1142 min