InvestTalk

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands


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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 Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)

Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.

Here are the MATCHUPS for … Monday’s 4/1/24 competition:

NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)

OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)



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InvestTalkBy Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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