InvestTalk

InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?

Hinzugefügt: 11. November 2023

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,...

InvestTalk 11-9-2023 – Best of Caller Questions

Hinzugefügt: 10. November 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:...

InvestTalk 11-8-2023 – 3 Big Reasons Why Exchange-Traded Funds Have Gone ‘Mainstream’ with Investors

Hinzugefügt: 9. November 2023

The 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,...

InvestTalk 11-7-2023 – A 'Made in USA' Revival Has Sparked a Building Boom and 506% Rally in Value

Hinzugefügt: 8. November 2023

Construction 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...

InvestTalk 11-6-2023 – Housing Market Affordability Has Plunged to Lowest Level Since 1985

Hinzugefügt: 7. November 2023

The 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.,...

InvestTalk 11-3-2023 – What Is the Right 401(k) Contribution Rate?

Hinzugefügt: 4. November 2023

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...

InvestTalk 11-2-2023 – What Happens If the Sovereign Debt Bubble Bursts?

Hinzugefügt: 3. November 2023

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 -...

InvestTalk 11-1-2023 – Is the Banking Sector 'Uninvestable'?

Hinzugefügt: 2. November 2023

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.,...

InvestTalk 10-31-2023 – A Personal Finance and Investing Guide for All Ages

Hinzugefügt: 1. November 2023

Everyone'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...

InvestTalk 10-30-2023 – Q3 2023: U.S. Gross Domestic Product Grew at 4.9%, Outpacing Expectations

Hinzugefügt: 31. Oktober 2023

While 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...

InvestTalk 10-27-2023 – What Factors Are Leading to Tightening Financial Conditions?

Hinzugefügt: 28. Oktober 2023

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...

InvestTalk 10-26-2023 – Lessons from the Post-Pandemic Bull Market

Hinzugefügt: 27. Oktober 2023

The 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 -...

InvestTalk 10-25-2023 – Is the Geopolitical Climate Too Risky to Short Long Term Treasury Bonds?

Hinzugefügt: 26. Oktober 2023

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,...

InvestTalk 10-24-2023 – Long Term Index Investing: How Time Horizon Affects Odds of Equity Returns

Hinzugefügt: 25. Oktober 2023

When 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.,...

InvestTalk 10-23-2023 – Risk of Balanced Funds: Lessons from the 60/40 Portfolio Stumble

Hinzugefügt: 24. Oktober 2023

Investing 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 -...

InvestTalk 10-20-2023 – 7.7 % Mortgage Rates: What This Means for Housing Demand

Hinzugefügt: 21. Oktober 2023

The 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 -...

InvestTalk 10-19-2023 – Hedge Against Inflation - How High TIPS Yields Benefit Retirees

Hinzugefügt: 20. Oktober 2023

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 -...

InvestTalk 10-18-2023 – Manufacturing Trends 2023: Sector Rebounds After Construction Increase

Hinzugefügt: 19. Oktober 2023

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.,...

InvestTalk 10-17-2023 – Passive Investing 101: Impact and Consequences

Hinzugefügt: 18. Oktober 2023

It 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...

InvestTalk 10-16-2023 – Social Security Recipients and Their Inflation-Adjusted COLA

Hinzugefügt: 17. Oktober 2023

Following 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...