Podcast Episodes

InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger count…

2 years ago

InvestTalk 4-9-2024 – What Could Fewer Rate Cuts Mean for Stock Valuations?

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economi…

2 years ago

InvestTalk 4-8-2024 – Is the Labor Market Healthy and Sustainable?

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year.

Today's Stocks & Topi…

2 years ago

InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.

Today's Stocks & Topics: MDT - Medtronic PLC, Mark…

2 years ago

InvestTalk 4-4-2024 – Are 53% of Americans Behind on Retirement Planning and Savings?

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement s…

2 years ago

InvestTalk 4-3-2024 – Why Are Health Stocks Taking a Hit?

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers.

Toda…

2 years ago

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.

Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equ…

2 years ago

InvestTalk 4-1-2024 – Could the Bull Market Unravel?

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, th…

2 years ago

InvestTalk 3-29-2024 – 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…

2 years ago

InvestTalk 3-28-24 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.

Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera …

2 years ago