In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.

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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.

Our Sponsors:
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Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.

Our Sponsors:
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* Check out Indochino: https://indochino.com/INVEST
* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST


Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.

Our Sponsors:
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* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST


Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.



Today's Stocks & Topics: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.

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Consumers should be cautious, as these cards typically carry extremely high interest rates that can quickly turn savings into substantial debt.

 

Today's Stocks & Topics: DG - Dollar General Corp., Market Wrap, PANW - Palo Alto Networks Inc., Beware of Store Credit Cards: A Hidden Path to Debt Disaster, Investment Loss, T - AT&T Inc., The Stock Market, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, PFE - Pfizer Inc., PDI - PIMCO Dynamic Income Fund, National Gas Industry.

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Investors can evaluate potential stock investments by analyzing key metrics like earnings per share, price-to-earnings ratio, and return on equity.

 

Today's Stocks & Topics: FIS - Fidelity National Information Services Inc., Market Wrap, INTC - Intel Corp., 8 Essential Financial Ratios Every Investor Should Know, COST - Costco Wholesale Corp., 401k and Tax Impact, Options Market, OXY - Occidental Petroleum Corp., OKE - ONEOK Inc., UBER - Uber Technologies Inc., JNJ - Johnson & Johnson.

Our Sponsors:
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In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.

Our Sponsors:
* Check out Fabric: https://fabric.com/INVESTTALK
* Check out Indochino: https://indochino.com/INVEST
* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST


Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.

Our Sponsors:
* Check out Fabric: https://fabric.com/INVESTTALK
* Check out Indochino: https://indochino.com/INVEST
* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST


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Due to lower anticipated returns on stocks, bonds, and cash, experts are projecting a lower "safe" withdrawal rate.

 

Today's Stocks & Topics: CAVA - CAVA Group Inc., Market Wrap, ET - Energy Transfer LP, ODFL - Old Dominion Freight Line Inc., New Retirees May Need to Rethink the 4% Rule, EQT - EQT Corp., CTRA - Coterra Energy Inc., The Fed, MU - Micron Technology Inc., IIPR - Innovative Industrial Properties Inc., China Chip War, OKLO - Oklo Inc., DORM - Dorman Products Inc.

Our Sponsors:
* Check out Fabric: https://fabric.com/INVESTTALK
* Check out Indochino: https://indochino.com/INVEST
* Check out ShipStation: https://shipstation.com/INVEST
* Check out Trust & Will: https://trustandwill.com/INVEST


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