Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors
InvestTalk
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Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors
InvestTalkEpisodes
Hosts Justin Klein & Luke Guerrero | Wealth Managers and Investment Advisors
InvestTalk
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Episodes of InvestTalk
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AI can enhance impact investing - investments generating social and environmental impact alongside financial returns - by improving data analysis, decision-making, and impact assessment. However, it's crucial to mitigate risks and align AI tool
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: Fixed Index Annuities, Delaware Statutory Trust,
Deciding whether to pay off a mortgage early or invest excess funds is a challenging financial dilemma. By comparing potential 8% investment returns to mortgage interest savings, while factoring in tax implications and retirement planning, it's
The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructu
The commercial real estate market is in turmoil as banks rush to sell off billions in office loans. We dive deep into this unfolding CRE crisis, examining its causes and potential consequences for the broader economy. Today's Stocks & Topics: R
Warren Buffett, the legendary value investor, is making waves with his massive bet on blue-chip energy stocks like Occidental Petroleum (OXY). We reveal the 7 key factors behind this investment legend's bullish stance on the energy sector. Toda
The 2025 cost-of-living adjustment (COLA) for Social Security benefits is shaping up to be one of the lowest in recent years, potentially posing significant challenges for retirees living on fixed incomes. Today's Stocks & Topics: ADBE - Adobe
The European Union has announced a significant increase in tariffs on Chinese-made electric vehicles, with hikes of up to 38%. This move will have far-reaching implications for the entire EV market in Europe, as automakers from various regions
Nvidia's stock has been on a rollercoaster ride lately, surging to unprecedented heights before experiencing a sudden and sharp pullback, and then rebounding on Tuesday. This dramatic turn of events has left investors and analysts alike wonderi
The single-family build-to-rent market has seen a remarkable surge in recent years, with the share of new homes built specifically for rental purposes growing from just 5% in 2021 to a staggering 10% in 2023. This explosive growth is driven by
There is currently no way for economists, regulators and analysts to know how rapidly buy now, pay later loan debt is growing, which could lead to unforeseen economic consequences. Today's Stocks & Topics: AESI - Atlas Energy Solutions Inc., Ma
Struggling with your retirement income strategy? Many retirees find themselves caught in the "retirement consumption puzzle" - unsure how to effectively use their savings to support their lifestyle. Today's Stocks & Topics: VALE - Vale S.A. ADR
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: Energy Sector, Bonds vs. Money Market, Stock Val
Challenges in the bond market could set the table for stronger future returns. Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, HWKN - Hawkins Inc., EWW - iShares MSCI Mexico ETF, FTNT - Fortinet Inc., It’s Been a Te
History tells us that to benefit from market timing, you need to be consistently right.(In fact, in a 1975 research paper, the Nobel Prize-winning economist William Sharpe showed how a market timer must be accurate 74 percent of the time in ord
The stock market is an immensely complex ecosystem, driven by a multitude of factors including economic indicators, company performance, political events and investor psychology. Today's Stocks & Topics: COR - Cencora Inc., Market Wrap, CASY -
A total wealth approach can lead to better outcomes. Today's Stocks & Topics: EMR - Emerson Electric Co., Market Wrap, PCTY - Paylocity Holding Corp., Earnings Per Share, How to Make Sure Your Personalized Portfolio Doesn’t Backfire, SAGPX - Pr
According to a new report by Bankrate.com, the hidden costs of homeownership add up to an average of $18,118 annually, or $1,510 per month. Today's Stocks & Topics: VIX - CBOE Volatility Index, Market Wrap, Investment Criteria, Ordinary vs. Qua
One hypothesis says that because all relevant information is already factored into prices, no investor can consistently achieve higher returns on a risk-adjusted basis than another investor who simply holds a random portfolio of diversified sto
What you need to know about the advantages and risks of investing in cryptocurrency. Today's Stocks & Topics: ACI - Albertsons Cos. Inc., Market Wrap, LSTR - Landstar System Inc., GGG - Graco Inc., You Are Contemplating Bitcoin, But How Would Y
If you understand your goals, you can discover which protocols can and can’t help you achieve them.(I will talk about the realities of heavy debt– and what can or should be done.) Today's Stocks & Topics: DVN - Devon Energy Corp., Market Wrap,
According to the Congressional Budget Office, interest on the national debt in 2024 will cost a staggering $870 billion, a sum that exceeds the amount we spend on defense. Today's Stocks & Topics: DG - Dollar General Corp., CLIP - Global X 1-3
How to make sure common financial ‘pain points’ don’t imperil your plan. Today's Stocks & Topics: UNM - Unum Group, Market Wrap, FLMX - Franklin FTSE Mexico ETF, WEN - Wendy's Co., 4 Financial Tasks You Shouldn’t Put Off, FMC - FMC Corp., AOS -
Less is generally more, but there are exceptions.(If you think about managing a whole portfolio in retirement, give yourself a little bit of wiggle room to specify where you go for those withdrawals on a year-to-year basis.) Today's Stocks & To
Today, in addition to reminiscing about Steve and his many achievements, we have a number of select caller questions… And allow Steve to answer those questions… one more time.Today's Stocks & Topics: Life Insurance, Market Wrap, Loans, New Inve
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