Podcast Episodes

InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think

Proper accounting of cost basis is essential to avoid paying more in taxes.

Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficien…

2 years, 1 month ago

InvestTalk 3-12-2024 – Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since…

2 years, 1 month ago

InvestTalk 3-11-2024 – Competition Heats Up for Big Retailers in the Grocery Game

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ do…

2 years, 1 month ago

InvestTalk 3-8-2024 – Is It Realistic to Expect Inflation to Fall in 2024?

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning…

2 years, 1 month ago

InvestTalk 3-7-2024 – Is a Reversal of Fortune on the Horizon for Small Caps?

Maintaining exposure to high-quality stocks is harder than it might seem.

Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple …

2 years, 1 month ago

InvestTalk 3-6-2024 – 3 Key Retirement Decisions Affected by Higher Yields

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning.

T…

2 years, 1 month ago

InvestTalk 3-5-2024 – How to Use Gold in Your Portfolio

What you need to know about the advantages and risks of investing in gold.

Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNor…

2 years, 1 month ago

InvestTalk 3-4-2024 – Longer Bonds Might Be Coming Back into Fashion

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds.

Today's Stocks & Topics: How to Predi…

2 years, 1 month ago

InvestTalk 3-1-2024 – Why China, Japan, and the Fed Are Shaking Up the $26 Trillion U.S. Treasury Market

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy.

Today's Stocks & Topics: LI - Li Auto…

2 years, 1 month ago

InvestTalk 2-29-2024 – More Than Ever, Stock Investors Are Thinking Like Owners

There are two ways for investors to affect corporate behavior: from the outside and from the inside.

(Let's talk about how equity shareholders have ga…

2 years, 1 month ago