InvestTalk

InvestTalk


Latest Episodes

7-20-2023 – Do the New Federal Guidelines for Approving Mergers Make Sense?
July 20, 2023

The proposed rules are designed to fit the "digital age" and apply to both vertical and horizontal mergers.Today's Stocks & Topics: Home Sales Report, Average Retirees Net Worth, CEG - Constellation Energy Corp., NTR - Nutrien Ltd. CF -

7-19-2023 – Should Large-Blend Funds Outweigh Value Plus Growth Funds in a Portfolio?
July 19, 2023

Large-blend funds are the easiest way to get broad exposure to the U.S. equity market.Today's Stocks & Topics: The Economy and the Market, NTR - Nutrien Ltd., VZ - Verizon Communications Inc., Portfolio Management, NDAQ - Nasdaq Inc., T - AT&

7-18-2023 – What Are the Dynamics Making the Labor Market Difficult for Employers?
July 18, 2023

Companies are deciding where to locate and expand based largely on the availability of workers in a given location and one expert is blaming a mix of factors.Today's Stocks & Topics: Fund Companies New Rules, Carvanas Future, Chinas Cloud Compu

7-17-2023 – You Don’t Have to Know Everything to Invest Well
July 17, 2023

But you do have to know how to use the information you have.Today's Stocks & Topics: Earnings Season, ADI - Analog Devices Inc., T - AT&T Inc., VZ - Verizon Communications Inc., The Economy, AVGO - Broadcom Inc., BWA - BorgWarner Inc., ETFs M

7-14-2023 – Do You Make Critical Investing Mistakes?
July 14, 2023

If a knowledgeable observer trained their sights on your choices, they may find some 'trouble spots'.[You could have too many accounts and holdings. Your asset allocations might not relate back to your planned spending. You could own individual st

7-13-2023 – Amid Supply Concerns, Demand for Lithium and Other Critical Minerals Is Skyrocketing
July 13, 2023

The market size for minerals crucial to the energy transition hit $320 billion in 2022, a doubling across the past five years. Start-ups in the critical minerals sector raised $1.6 billion last year, a record. (Do investors have a 'play' here?)  T

7-12-2023 – Is It Good News for Investors If Rates Stay Higher for Longer?
July 12, 2023

With the Fed believed to be readying another rate hike, bonds offer attractive yields even after inflation.Today's Stocks & Topics: Taxing Companies Across Borders, ETFs, A-I Revolution, BOH - Bank of Hawaii Corp., FDX - FedEx Corp., CVS - CVS He

7-11-2023 - Best of Caller Questions
July 11, 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: 457b Plan, Investing Factors, Mortgages, Equity and

7-10-2023 – Could the American Banking Landscape Be on the Verge of a Seismic Shift?
July 10, 2023

Some experts believe that rising interest rates, losses on commercial real estate, and heightened regulatory scrutiny will pressure regional and mid-sized banks--- leading to a wave of mergers.Today's Stocks & Topics: Five Main Worries of Investo

7-7-2023 – When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
July 07, 2023

You could save on fees, but the do-it-yourself approach could be more trouble than its worth.(At what point does it make sense to own the underlying ETFs rather than a fund-of-funds?)Today's Stocks & Topics: Jobs Report, Retirement Savings, NKE