Podcast Episodes

InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?

The big swing factors are investment quality and expenses, as well as tax costs.

Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Vir…

2 years, 2 months ago

InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago

Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis.

Today'…

2 years, 2 months ago

InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’

By invoking its authority, the regulator can make civil investigative demands.

Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co.,…

2 years, 2 months ago

InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan

Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price.

Today's Stocks & Topics: VPU - Vanguard…

2 years, 2 months ago

InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years

For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets.

To…

2 years, 2 months ago

InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?

Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.

Today's S…

2 years, 2 months ago

InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options

A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.

SCCO - Southern Copper Cor…

2 years, 2 months ago

InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance

Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset cla…

2 years, 2 months ago

InvestTalk 1-19-2024 – What Are Wide-Moat Stocks?

Wide-moat companies carry sound balance sheets but there are other attributes to consider.

Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's…

2 years, 2 months ago

InvestTalk 1-18-2024 – Troubled Loans Are Putting Pressure on 4 Major Banks

Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quar…

2 years, 2 months ago