InvestTalk
Business
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount.
This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies.
InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero.
No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate?
Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.
Location:
San Diego, CA
Description:
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a range of pertinent investment subjects while addressing listener queries. Powered by KPP Financial in Irvine, California, the show/podcast is hosted by KPP Owner Justin Klein and Portfolio Manager Luke Guerrero. No investment inquiry is off-limits. Are your assets properly diversified? How can you optimize your 401(k) management? What implications do economic shifts have on real estate? Spread the word among your friends and family. They can access timely responses to these and numerous other financial and investment queries in each episode of InvestTalk, airing every weekday. Learn more at InvestTalk.com.
Twitter:
@InvestTalk
Language:
English
Contact:
34232 Pacific Coast Highway , Suite B Dana Point CA 92629 888 992 4278
Website:
http://www.investtalk.com/
Email:
info@kppfinancial.com
Episodes
Strategies for RMDs: What to Do When You Don't Need the Money
10/10/2024
Reinvesting RMD proceeds and utilizing tax-efficient investments like ETFs are just two strategies that can help retirees better manage mandatory withdrawals.
(Understanding the options can show retirees how to align their financial decisions with their long-term goals and tax planning.)
Today's Stocks & Topics: NTES - NetEase Inc. ADR, DIS - Walt Disney Co., SOFI - SoFi Technologies Inc, High Returns, CELH - Celsius Holdings Inc., Market Wrap, Strategies for RMDs: What to Do When You Don't Need the Money, Strategies for RMDs: What to Do When You Don't Need the Money, PRIM - Primoris Services Corp., HSTM - HealthStream Inc., DOJ Sues Google, AZN - AstraZeneca PLC ADR, GL - Globe Life Inc., China.
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Duration:00:46:31
How to Save Big on Homeowners Insurance
10/9/2024
Strategies such as bundling policies, increasing deductibles, and exploring discounts for safety features or claims-free history can lead to substantial savings.
Today's Stocks & Topics: FRO - Frontline PLC, Market Wrap, Required Minimum Distributions (RMDs), How to Save Big on Homeowners Insurance, WFC - Wells Fargo & Co., How to Invest, The Dollar, LEU - Centrus Energy Corp., IIPR - Innovative Industrial Properties Inc., CIVI - Civitas Resources Inc., Federal Deficit.
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Duration:00:46:37
5 Critical Year-End Tax Deadlines for Retirees
10/8/2024
Understanding deadlines for RMDs, Roth conversions, and charitable giving can help retirees optimize their tax planning.
Today's Stocks & Topics: P.E. Ratio Calculation, NAC - Nuveen California Quality Municipal Income Fund, OXY - Occidental Petroleum Corp., VST - Vistra Corp., 5 Critical Year-End Tax Deadlines for Retirees, Railroad Stocks, CTAS - Cintas Corp., Economic Growth, HLX - Helix Energy Solutions Group Inc., Presidential Candidates and the Deficit.
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Duration:00:46:18
HELOC Pros and Cons: Is It Right for You in 2024?
10/5/2024
Understanding the benefits and potential drawbacks of HELOCs (Home Equity Lines of Credit) allows homeowners to make informed decisions about leveraging their equity.
Today's Stocks & Topics: HACK - Amplify Cybersecurity ETF, Market Wrap, CB - Chubb Ltd., HELOC Pros and Cons: Is It Right for You in 2024?, IBTM - iShares iBonds Dec 2032 Term Treasury ETF, IBGL - iShares EUR Govt Bond 15-30 Year UCITS ETF, KPP Newsletter, Oil Prices, VICSX - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral, SBUX - Starbucks Corp., VHT - Vanguard Health Care ETF, NTNX - Nutanix Inc. Cl A, Mortgage Rates and Interest Rates.
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Duration:00:46:20
How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks
10/4/2024
Understanding the potential impact of election results on these stocks can provide valuable insights into their future performance in a politically charged environment.
(Each company is strategically positioned in areas likely to be influenced by political outcomes, such as technology regulation and renewable energy policies.)
Today's Stocks & Topics: LNC - Lincoln National Corp., CSCO - Cisco Systems Inc., How the 2024 Election Could Impact Nvidia, Snap, and Tesla Stocks, Market Wrap, NVDA - NVIDIA Corp., CSL - Carlisle Cos., CVS - CVS Health Corp., CVNA - Carvana Co. Cl A, KNSL - Kinsale Capital Group Inc., Recessions.
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Duration:00:34:58
Apple's AI Strategy: Economic Implications of iPhone 16 Rollout
10/3/2024
Apple's integration of artificial intelligence features in the iPhone 16 has analysts projecting that this move could add $10 billion in annual services revenue.
Today's Stocks & Topics: CHRD - Chord Energy Corp., Market Wrap, ATKR - Atkore Inc., WMB - Williams Cos., Apple's AI Strategy: Economic Implications of iPhone 16 Rollout, MU - Micron Technology Inc., ELS - Equity Lifestyle Properties Inc., Home Prices, OPFI - OppFi Inc., UBER - Uber Technologies Inc., JELD - JELD-WEN Holding Inc., Oil Production.
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Duration:00:46:46
Global Economy 2024: Stabilization Amidst Challenges
10/2/2024
The latest outlook from the World Economic Forum sees a stabilizing global economy with significant vulnerabilities due to high public debt levels that threaten economic stability.
Today's Stocks & Topics: TPC - Tutor Perini Corp., Market Wrap, Transfer Regular I-R-A to Roth I-R-A, NVO - Novo Nordisk A/S ADR, Global Economy 2024: Stabilization Amidst Challenges, COR - Cencora Inc., BRO - Brown & Brown Inc., WTW - Willis Towers Watson PLC, China’s Economy, GOLD - Barrick Gold Corp., CDs, HUM - Humana Inc., MMM - 3M Co.
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Duration:00:46:50
Best of Caller Questions
10/1/2024
In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.
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Duration:00:47:10
What is Intrinsic Value?
9/28/2024
Intrinsic value is a fundamental principle in investment analysis. By understanding intrinsic value, investors can better assess whether an asset is overvalued or undervalued, enhancing their ability to make informed decisions in stock valuation and options pricing.
Today's Stocks & Topics: CAPR - Capricor Therapeutics Inc., Market Wrap, CRQ - iShares Canadian Fundamental Index ETF, ZVC - BMO MSCI Canada Value Index ETF, Dividends, What is Intrinsic Value?, GNTX - Gentex Corp., Most Bullish Sector in 2025, Silver, SNOW - Snowflake Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, Annuities, Interest Rates.
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Duration:00:45:17
Understanding Leverage in Real Estate Investing
9/27/2024
Leverage in real estate investing is often misunderstood because it can amplify both gains and losses.
(I'll share real-world examples like Vornado and NexPoint.)
Today's Stocks & Topics: CAN - CNA Financial Corp., Market Wrap, MCK - McKesson Corp., Understanding Leverage in Real Estate Investing, Bond Funds, RBB - RBB Bancorp, The Bond Market, JD - JD.com Inc. ADR, PIMIX - PIMCO Income Fund Institutional, China’s Economy.
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Duration:00:46:55
How Much Credit Card Debt is Too Much?
9/26/2024
Americans now carry a staggering $1.14 trillion in credit card debt. There are key indicators that can help you understand WHEN you may be overextended.
Today's Stocks & Topics: TXT - Textron Inc., Market Wrap, EQIX - Equinix Inc., R - Ryder System Inc., How Much Credit Card Debt is Too Much?, POET - POET Technologies Inc., OMCL - Omnicell Inc., PYPL - PayPal Holdings Inc., FL - Foot Locker Inc., Bonds, SMCI - Super Micro Computer Inc., Shippers Preparing for Potential East Coast Port Strike.
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Duration:00:46:43
Microsoft and BlackRock's $30 Billion AI Gambit
9/25/2024
A partnership between Microsoft and investment powerhouse BlackRock looks to create a $30 billion fund for investing in AI infrastructure. Its goals are to accelerate the development of data centers and energy projects to meet the growing demand for AI computing power.
Today's Stocks & Topics: VDE - Vanguard Energy ETF, Market Wrap, KEY - KeyCorp, Microsoft and BlackRock's $30 Billion AI Gambit, KHC - Kraft Heinz Co., QLYS - Qualys Inc., Justice Department vs. VISA, VFH - Vanguard Financials ETF, YY - JOYY Inc. ADR, SBUX - Starbucks Corp., Annuities Sales.
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Duration:00:46:47
The Fed's Rate Cut: Reigniting Inflation Fears?
9/24/2024
The Federal Reserve's recent decision to cut interest rates has sparked renewed inflation concerns. The potential for increased borrowing and spending might lead to rising prices, complicating efforts to maintain economic stability.
Today's Stocks & Topics: AGM - Federal Agricultural Mortgage Corp. Cl C, Market Wrap, UBER - Uber Technologies Inc., The Fed's Rate Cut: Reigniting Inflation Fears?, AVGE - Avantis All Equity Markets ETF, Refinancing Your Mortgages, NXST - Nexstar Media Group Inc. Cl A, PLNT - Planet Fitness Inc. Cl A, ARM - Arm Holdings PLC ADR, GLD - SPDR Gold Shares, Delinquencies in the Office Market.
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Duration:00:46:55
Beware of AI Voice Cloning Scams: Protect Yourself
9/21/2024
As AI technology advances, scammers are increasingly using voice cloning to impersonate trusted individuals, leading to a rise in fraudulent activities. Victims are often tricked into sending money or sharing sensitive information.
Learn how these scams operate, the warning signs to watch for, and essential tips to safeguard yourself against becoming a victim.
Also in this podcast: UNP - Union Pacific Corp. (NYS); STRW - Strawberry Fields REIT Inc. (ASE); FDS - FactSet Research Systems Inc. (NYS); GLD - SPDR Gold Shares (ETF); RIO - Rio Tinto PLC ADR (NYS); CIVI - Civitas Resources Inc. (NYS); also, a listener question on 'moving averages'; plus Luke's MARKET WRAP UP, and his topic talking points: “Where to move money?” and “Nuclear Power Baseline Energy”; and Luke reviewed treasury rates, metal prices, and oil and gas prices.
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Duration:00:45:54
Federal Reserve Cuts Interest Rates: What It Means for You
9/20/2024
In a historic move, the Federal Reserve has cut interest rates for the first time in four years, reducing the benchmark rate by 50 basis points to a range of 4.75% to 5%. This decision aims to ease borrowing costs amid signs of easing inflation and a softening labor market.
>> In particular, Justin answers the question: When will the average consumer feel the effects of Fed rate cuts?
Also in this podcast: AEP - American Electric Power Co. Inc. (NAS); VRN - Veren Inc. (NYS); SCHW - Charles Schwab Corp. (NYS); VFC - VF Corp. (NYS); VCIT - Vanguard Intermediate-Term Corporate Bond (ETF) vs. VGIT - Vanguard Intermediate-Term Treasury ETF (ETF); PGR - Progressive Corp. (NYS); ELS - Equity Lifestyle Properties Inc. (NYS); also, a listener question on 'value stocks'; plus Justin's MARKET WRAP UP, and his topic talking points: "529 Plans" and "Pig Butchering Scam". (Vulnerable people are losing big money to organized crime.)
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Duration:00:45:56
Data Centers: The Billion-Dollar Real Estate Investment Boom
9/19/2024
With over 2,800 facilities in the U.S. alone, data centers have emerged as a billion-dollar real estate investment.
(The surge in demand for cloud computing and AI technologies has driven land values up significantly, sometimes increasing tenfold in key locations. As private equity firms take notice, the real estate landscape is rapidly changing, highlighting the critical role of data centers in our digital infrastructure.)
Also in this podcast: DIVI - Franklin International Core Dividend Tilt Index ETF (ETF); IIPR - Innovative Industrial Properties Inc. (NYS); PNC - PNC Financial Services Group Inc. (NYS); AAON - AAON Inc. (NAS); CUBI - Customers Bancorp Inc. (NYS); POWL - Powell Industries Inc. (NAS); CVS - CVS Health Corp. (NYS); also, Justin's MARKET WRAP UP, plus his topic talking points: "Fed Cuts Rates" and "Consumer Debt".
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Duration:00:46:32
Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
9/18/2024
By incorporating brokerage accounts, health savings accounts (HSAs), and other options, you can enhance tax efficiency and gain more control over your withdrawals.
(This approach helps mitigate future tax burdens and provides greater flexibility in managing your retirement funds.)
Also in this podcast: NVR - NVR Inc. (NYS); AMPH - Amphastar Pharmaceuticals Inc. (NAS); MU - Micron Technology Inc. (NAS); NXRT - NexPoint Residential Trust Inc. (NYS); FANG - Diamondback Energy Inc. (NAS); HII - Huntington Ingalls Industries Inc. (NYS); and a caller question asking about the best way to set-up a college funding mechanism-- for a newborn; also, Justin's MARKET WRAP UP, plus his topic talking points: "Federal Deficit" and "Mid Cap Stocks".
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Duration:00:45:35
Tesla's Returns on Capital: Are They on the Rise?
9/17/2024
In a positive sign for investors, Tesla's return on capital employed (ROCE) has shown significant improvement, climbing to 8.4% over the past five years.
(This increase indicates that the company is generating more profit from its investments. As Tesla continues to expand its capital base, understanding these trends could provide valuable insights into its future growth potential.)
Also in this podcast: MCHP - Microchip Technology Inc. (NAS); DVN - Devon Energy Corp. (NYS); TEX - Terex Corp. (NYS); STWD - Starwood Property Trust Inc. (NYS); PYPL - PayPal Holdings Inc. (NAS); and a caller question on Options; also, Justin's MARKET WRAP UP, plus his topic talking points: "Efficient Market Hypothesis" and "Fed Meeting-Basis Point Cut?".
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Duration:00:46:20
Experts Advise Moving Cash as Money Market Accounts Surge
9/14/2024
As money market accounts reach a staggering $6.3 trillion, financial experts are warning against holding excessive cash. With the Federal Reserve expected to lower interest rates soon, now may be the time to explore better investment opportunities.
Also in this podcast: VOO - Vanguard S&P 500 ETF (ETF); FSS - Federal Signal Corp. (NYS); BRK.B - Berkshire Hathaway Inc. Cl B (NYS); UEC - Uranium Energy Corp. (ASE); MEDP - Medpace Holdings Inc. (NAS); and Luke's MARKET WRAP UP plus his topic talking points: "Thematic ETFs" and "Apple Tech as hearing aids".
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Duration:00:46:41
Oil Prices Plummet: What’s Behind the Drop to the $60s?
9/13/2024
This significant price shift reflects changes in global supply and demand dynamics, geopolitical tensions, and economic forecasts
Understanding these trends raises an important question: what potential impact will this have on the global economy and consumer behavior moving forward?
Also in this podcast: PSCE - Invesco S&P SmallCap Energy ETF (ETF); CSV - Carriage Services Inc. (NYS); SNSXX - Schwab US Treasury Money Fund;Investor (FUND); RMD - ResMed Inc. (NYS); GNTX - Gentex Corp. (NAS); MU - Micron Technology Inc. (NAS); SNPS - Synopsys Inc. (NAS)D; COWZ - Pacer U.S. Cash Cows 100 ETF (ETF); and Justin's MARKET WRAP UP plus his topic talking points: Corporate investing in China the Biden administration has been tough invoking tariffs on China.
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Duration:00:46:12