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InvestTalk

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In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program that examines a series of fresh and relevant investment topics while answering caller questions. InvestTalk is made possible by KPP Financial of Irvine, California. The program / podcast is hosted by KPP principals Steve Peasley and Justin Klein. No investment question is out of bounds. Is your asset portfolio properly balanced? How can you better manage your 401(k)? How will economic events effect the real estate market? Please tell your friends and family members that they can hear timely answers to these and many other financial and investment questions on each InvestTalk episode, with a new one every weekday. Learn more-- http://blog.investtalk.com

Location:

San Diego, CA

Description:

In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program that examines a series of fresh and relevant investment topics while answering caller questions. InvestTalk is made possible by KPP Financial of Irvine, California. The program / podcast is hosted by KPP principals Steve Peasley and Justin Klein. No investment question is out of bounds. Is your asset portfolio properly balanced? How can you better manage your 401(k)? How will economic events effect the real estate market? Please tell your friends and family members that they can hear timely answers to these and many other financial and investment questions on each InvestTalk episode, with a new one every weekday. Learn more-- http://blog.investtalk.com

Twitter:

@InvestTalk

Language:

English

Contact:

34232 Pacific Coast Highway , Suite B Dana Point CA 92629 888 992 4278


Episodes

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

6/5/2023
Some analysts think that fading recession fears and cheap valuations make small-caps attractive. Today's Stocks & Topics: Deep Earnings Recession, Saudi Oil, HRB - H&R Block Inc., NAC - Nuveen California Quality Municipal Income Fund, TMST – Timken Steel Corp., EXR - Extra Space Storage Inc., META - Meta Platforms Inc., AAP - Advance Auto Parts Inc., DG - Dollar General Corp., Long and Short-Term Debt. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:46

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

6/2/2023
One school of thought sees the possibility of a soft landing-- contingent on astute monetary policy. (If a formal recession is declared, will it be short-lived?) Today's Stocks & Topics: Jobs Report, Apple Yearly Event, The Dollar Under Attack, T - AT&T Inc., Bonds, Short Selling, PRU - Prudential Financial Inc., SWVXX - Schwab Value Advantage Money Fund Investor, PKG - Packaging Corp. of America. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:34

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

6/1/2023
A combination of high inflation and a low level of savings are prompting many people to question their ability to retire well. (If investors act in four key areas, experts say it could help improve their lifestyles.) Today's Stocks & Topics: EXPE - Expedia Group Inc., Energy Space, Earnings Season, Vaccine Makers are Struggling, Credit Unions, SNOW - Snowflake Inc., Portfolio Management, Bond Funds, Market Rally, ABBV - AbbVie Inc., JNJ - Johnson & Johnson. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:03

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

5/31/2023
Financial markets have been raising red flags recently about China's economy, but analysts say Wall Street is missing the big picture. Today's Stocks & Topics: NVIDIA Corp., Crypto Scams, Trash is Becoming Valuable, BTI - British American Tobacco PLC ADR, VTV - Vanguard Value ETF, BDRY - Breakwave Dry Bulk Shipping ETF, Emergency Funds, VICI - VICI Properties Inc., TER - Teradyne Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:45:31

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

5/30/2023
There are strategies to help retirees smooth out their tax bills in the drawdown phase. (One tip: Identify the tax bracket that you want to fill knowing it varies by investors.) Today's Stocks & Topics: Controlling the Market, PTY - PIMCO Corporate & Income Opportunity Fund, Timing the Market, UPST - Upstart Holdings Inc., TGT - Target Corp., VFC - VF Corp., Home Prices. TRIVIA: "Can you name 3 or 4 'worst advice' behaviors which MOST PEOPLE probably still believe?" Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:09

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

5/29/2023
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world. Today's Stocks & Topics: Rental Properties, How Much Cash, Index Funds, Investing Signs, Credit Cards, Gold & Silver, Low Contribution Limits, Natural Gas, Credit Ratings, KPP Investing Plans, U.S. Government Debt, The Dollar, Energy Stocks vs. XLE, Treasuries. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:50

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

5/26/2023
It could be worth examining how various asset classes have performed during economic downturns. Today's Stocks & Topics: Debt Ceiling, QCOM - Qualcomm Inc., TLT - iShares 20+ Year Treasury Bond ETF, Roth I-R-A, FOXA - Fox Corp. Cl A, PYPL - PayPal Holdings Inc., NEM - Newmont Corp. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:23

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

5/25/2023
Bitcoin and ether are on pace for their worst month of 2023, down 10% and 6%, respectively. Today's Stocks & Topics: Credit, Bank Deposits, Refilling the SPR, KTB - Kontoor Brands Inc., MMM - 3M Co., Money Market Funds, TROW - T. Rowe Price Group Inc., IP - International Paper Co., T - AT&T Inc., Bonds, TCS - Container Store Group Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:47:28

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

5/24/2023
The calculations for RMDs are more conservative than many people realize—especially now. Today's Stocks & Topics: Small Time Investors, The Oil Markets and Oil Reserves, DIS - Walt Disney Co., KHC - Kraft Heinz Co., Technical Indicators, NUGT - Direxion Daily Gold Miners Index Bull 2X Shares, The Debt Ceiling, LDOS - Leidos Holdings Inc., EBS - Emergent Biosolutions Inc., CF - CF Industries Holdings Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:44:26

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

5/23/2023
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction. Today's Stocks & Topics: Treasury Department, Economist Paul Krugman, ING - ING Groep N.V. ADR, RGR - Sturm Ruger & Co., SWBI - Smith & Wesson Brands Inc., GLW - Corning Inc., Reverse Split, RF - Regions Financial Corp., WBD - Warner Bros. Discovery Inc. Series A, New Home Sales, IEP - Icahn Enterprises L.P., CHPT - ChargePoint Holdings Inc. TRIVIA QUESTION: "The recent 8.7% cost-of-living adjustment, or COLA, put about $140 per month more in Social Security beneficiaries’ checks...but looking at statistics... ... What do you suppose has been the AVERAGE Social Security COLA (Cost of Living Adjustment) since the year 2000? AND-- HOW does that compare with the cost of goods and services AVERAGE over that SAME TIME PERIOD? Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:45:34

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

5/22/2023
A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty. Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF. Justin's PERSPECTIVE today will look at the history of central banks. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:36

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

5/19/2023
Aligning these concepts can help you make better portfolio decisions. Today's Stocks & Topics: PYPL - PayPal Holdings Inc., ET - Energy Transfer LP, National Debt, AMZN - Amazon.com Inc., GT - Goodyear Tire & Rubber Co., DVN - Devon Energy Corp., TGLS - Tecnoglass Inc., Inflation, Travel. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:50

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

5/18/2023
The Paris-based International Energy Agency has warned that the ongoing pressure in oil prices neglects an accelerating demand outlook and looming supply tightness. Today's Stocks & Topics: AAPL - Apple Inc., Options, Buybacks, Student Loans, Home Prices, Investment Types, Growth vs. Value, HBI - Hanesbrands Inc., PCOXX - Federated Hermes Prime Cash Obligations Fund Wealth, MPW - Medical Properties Trust Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:10

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

5/17/2023
According to the National Association of Home Builders (NAHB), builder confidence in the market for newly built single-family homes rose 5 points in May. Today's Stocks & Topics: Investors Are Nervous, Pricing Power, Commercial Real Estate, VZ - Verizon Communications Inc., Return on Equity vs. Return on Assets, Cash-Secured Puts, LBRT - Liberty Energy Inc., EQNR - Equinor ASA ADR, MDC - M.D.C. Holdings Inc., CRDA - Crawford & Co. Cl A, CRDB - Crawford & Co. Cl B, GEHC - GE HealthCare Technologies Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:45:27

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

5/16/2023
With savings rates expected to cool later this year, some experts say I-Bonds may be the best way to grow your money. Today's Stocks & Topics: Retail Sales, Warren Buffett and Banks, Inflation, Oil, CF - CF Industries Holdings Inc., APLE - Apple Hospitality REIT Inc., ASIX - AdvanSix Inc., PLTR - Palantir Technologies Inc., Dividend Reinvestment, NEM - Newmont Corp., LDOS - Leidos Holdings Inc. TRIVIA QUESTION: "Can you name an example of a well-known disrupter company? AND-- do you recognize one or two names of "up and coming" POTENTIAL disruptor companies?" Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:43:56

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

5/15/2023
A look at the pros and cons and the available options for emerging-markets ETFs. Today's Stocks & Topics: Investors and The Market, MET - MetLife Inc., TOU - Tourmaline Oil Corp., IMO - Imperial Oil Ltd., National Debt, Mortgages, Index Funds, PYPL - PayPal Holdings Inc., EYEN - Eyenovia Inc., WHR - Whirlpool Corp., The Debt Ceiling. The PERSPECTIVE looks at the history of stock markets... the concept in general-- and when they appeared and how they evolved in the United States. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:23

5-12-2023 - Best of Caller Questions

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

Duration:00:46:19

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

5/11/2023
U.S. equity exposure can be broadly segmented by market capitalization (small, mid, and large) and style (value versus growth). Today's Stocks & Topics: FENY - Fidelity MSCI Energy Index ETF, MTYFF - MTY Food Group Inc., SPAXX - Fidelity Government Money Market Fund, EONGY - E. ON SE ADR, AGCO - AGCO Corp., Housing Market, UNG - United States Natural Gas Fund L.P., MOS - Mosaic Co., CF - CF Industries Holdings Inc., Nuclear Power. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:45:48

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

5/10/2023
There are more empty office spaces now than during the 2008 financial crisis. These vacancies could spell trouble for downtown city centers and the broader commercial real estate market. (Post pandemic: Return to the office lags — affecting commercial real estate) Today's Stocks & Topics: Corporate Profit Margins, Market Timing, Oil, PLTR - Palantir Technologies Inc., ZION - Zions Bancorp N.A., Treasuries, LTH - Life Time Group Holdings Inc., CHDN - Churchill Downs Inc., BX - Blackstone Inc. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:55

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

5/9/2023
Dynamic retirement-spending strategies can help retirees spend more from their portfolios than spending strategies that aim to supply the same real withdrawals year after year. Today's Stocks & Topics: FCC vs. Cryptocurrency Exchanges, Apple Bonds, FRCB - First Republic Bank, UPST - Upstart Holdings Inc., Credit Cards Interest Rates, The Dollar, BOH - Bank of Hawaii Corp., XLE - Energy Select Sector SPDR ETF, HBI - Hanesbrands Inc., FFWM - First Foundation Inc. TRIVIA QUESTION: "Can you name 4 or 5 of the types of jobs expected to be in high demand in the next 5 years?" Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Duration:00:46:01