Podcast Episodes

InvestTalk 6-4-2024 – Should Your Simple Retirement Portfolio Be More Complicated?

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 r…

1 year, 10 months ago

InvestTalk 6-3-2024 – Salute to Steve Peasley (1952-2024)

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…

1 year, 10 months ago

InvestTalk 5-31-2024 – Tips for Dealing with Market Volatility

The road to financial success is paved with lots of twists and turns but understanding market pricing is an important enhancement to the investment e…

1 year, 10 months ago

InvestTalk 5-30-2024 – Investor Behavior Continues to Hinder Returns

In 2023, emotional decisions hurt returns and the average equity fund investor underperformed the market.

Today's Stocks & Topics: IDCC - InterDigita…

1 year, 10 months ago

InvestTalk 5-29-2024 – Five Key Lessons Taken from the Study of U.S. Financial History

Research compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing t…

1 year, 10 months ago

InvestTalk 5-28-2024 – Finding the Right Kind of Financial Content Providers

Be aware that, on social media, a broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders.

Today's Sto…

1 year, 10 months ago

InvestTalk 5-27-2024 – Best of Caller Questions

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across th…

1 year, 10 months ago

InvestTalk 5-24-2024 – Investors Are Urged to Proceed with Caution When Focusing on Yield

Investors selecting funds based on dividend yield should be aware that high yield is no assurance of higher expected return.

Today's Stocks & Topics:…

1 year, 10 months ago

InvestTalk 5-23-2024 – Cost of Capital: A Reality Check on High-Flying Stock Returns

Rather than trying to guess which stocks might provide next year's outsize returns or getting caught up in a cycle of fear and greed, it is better to…

1 year, 10 months ago

InvestTalk 5-22-2024 – Investors Are Still Their Own Worst Enemies

A comprehensive financial plan is only as good as an investor's ability to stick to it through thick and thin.

(In short, they too frequently wind up…

1 year, 10 months ago