
Sign up to save your podcasts
Or


One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification.
Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.
By Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors4.4
14701,470 ratings
One methodology offers personalized stock ownership and tax efficiency while the other provides simplicity and cost-effective diversification.
Today's Stocks & Topics: KMI - Kinder Morgan Inc., Market Wrap, Money Market Funds, QCOM - Qualcomm Inc., Index Funds, WMT - Walmart Inc., NBIS - Nebius Group N.V. Cl A, CHPT - Charge Point Holdings Inc., BWA - BorgWarner Inc., Small Caps, PCRSX - Principal Large Cap Growth Fund, Trump’s Tariffs.

3,215 Listeners

3,376 Listeners

945 Listeners

523 Listeners

354 Listeners

806 Listeners

296 Listeners

1,421 Listeners

1,048 Listeners

350 Listeners

380 Listeners

919 Listeners

1,567 Listeners

210 Listeners

52 Listeners