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InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
website InvestTalk - Investment in Stock Market, Financial Planning, Retirement Planning, Money Management Podcast
In today's ever changing global economy, understanding investment options can be a daunting, time-consuming task. With all the opinions and hearsay that can bombard investors, education is a key component to success. That's why more and more savvy investors are tuning into InvestTalk. InvestTalk is a weekday program that looks at new and relevant investment topics each weekday, and answers questions about financial and retirement planning, money management as well as general concerns about the stock market with financial adviser, Steve Peasley.

Real life investing is tough for human beings with common fears, desires, and emotions.

Today's Stocks & Topics: New Investor, Options, Strong Dollar, JNJ - Johnson & Johnson, ABBV - AbbVie Inc., JPM – JP Morgan Chase & Co., CGC - Canopy Growth Corp., Where to Invest, KKR - KKR & Co. Inc. Cl A, What is an ETF, Jobs Report, LAMR - Lamar Advertising Co. Cl A., Leading Economic Indicator Report.


Why early retirement may be the ideal situation we tend to picture.

Today's Stocks & Topics: Stagnant Wages, PEI - Pennsylvania Real Estate Investment Trust, New Investor, Value vs. Growth Investment, VTRIX - Vanguard International Value Fund, CPE - Callon Petroleum Co., EQNR - Equinor ASA ADR, CVX - Chevron Corp., Mortgage Rates.


With An Online Monster Eating the Retail World Alive, FedEx Says It's Not Worried About Amazon Competition.

Today's Stocks & Topics: Dividends Percentage, Retirement Plan, V - VISA Inc. Cl A, HUYA - HUYA Inc. ADR, Roth I-R-A Contributions, WBA - Walgreens Boots Alliance Inc., WBA - Walgreens Boots Alliance Inc., GS - Goldman Sachs Group Inc., CVS - CVS Health Corp.


Skilled workers are already in short supply, and low unemployment rates are making the situation worse.

Today's Stocks & Topics: Where to Invest, Earnings Season, Netflix, Investing in Gross Stocks, MoviePass, ING - ING Groep N.V. ADR, ETFs vs. Mutual Funds, SBUX - Starbucks Corp., T - AT&T Inc., High Quality Bonds.


They are great for retirement saving, but managing 401(k)s can be quirky.

Today's Stocks & Topics: Emerging Markets, Market Dynamics, Market Correction, Retirement, DIS - Walt Disney Co., Financial Sector, CSCO - Cisco Systems Inc., IQ - iQIYI Inc. ADR, EOCC - Enel Generacion Chile S.A. ADR, SBRA - Sabra Healthcare REIT Inc., RARX - Ra Pharmaceuticals Inc., INGR - Ingredion Inc.


What are some of the expert strategies designed to protect your portfolio when the 'bear' arrives?

Today's Stocks & Topics: Cash, Bond Market, Inflation Fears, PM - Philip Morris International Inc., LB - L Brands Inc., ENB - Enbridge Inc., Charts, GLW - Corning Inc., Bond Funds.


About 80 percent of American households now hold some form of debt, but certain types of loans should be avoided.

Today's Stocks & Topics: Investment Returns, Tariffs & Prices, Can You retire Early?, Big-Tech, UA - Under Armour Inc. Cl C, Understanding Economic Fundamentals, IJR - iShares Core S&P Small-Cap ETF, FLY - Fly Leasing Ltd. ADR, MU - Micron Technology Inc., When to Sell, Oil Prices.


The 16-nation "R-C-E-P" would include China, Japan and India but not the U.S.

Today's Stocks & Topics: Long Term Call Option, U.S. Tariffs, Inverted Yield Curve, Earnings Season, THO - Thor Industries Inc., Trump Tax Cuts, SOGO - Sogou Inc. ADR, Quit Rate.


Big tech stocks are still doing the heavy lifting when it comes to S&P 500 Index returns.

Today's Stocks & Topics: Options Trading, Tech Sector, Pension Benefits, Maximize Your Retirement Income, Overvalue vs. Undervalue Stocks, PCG - PG&E Corp., Retirement, SH - ProShares Short S&P 500, Hedging.


With prices climbing faster than wage gains, we have the makings of a slowdown in consumer spending.

Today's Stocks & Topics: $SPX - S&P 500 Index, Jobs Report, Trade War, Retirement for Couples, Roth I-R-A, The Power of ETFs – Exchange Traded Funds, BGS - B&G Foods Inc., Narrowing the Spread, GDOT - Green Dot Corp. Cl A, KLAC - KLA-Tencor Corp., DAN - Dana Inc., P.E. Range.


With the right planning, it may be possible to travel the world mid-career without sacrificing your long term financial goals.

Today's Stocks & Topics: VWO - Vanguard FTSE Emerging Markets ETF, Bad and Good News for the Economy, Stock Market Prognostication, Trade Wars, Retirement, GELYY - Geely Automobile Holdings Ltd. ADR, Treasury Notes, WLL - Whiting Petroleum Corp., Cash Flow, PCN - PIMCO Corporate & Income Strategy Fund, Crude Oil Prices, Dollar Index.


audio 07-04-18: Index Funds vs. Mutual Funds
Wed, 04 Jul 2018 07:00:00 +0000

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.

Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.


Supply concerns are mounting and pump prices are already 27 percent higher than a year ago.

Today's Stocks & Topics: AT&T Inc. & Time Warner Inc. Merge, GIS - General Mills Inc., Stocks Data, Supply Concerns, 401k, The Federal Reserve System, Risk Assessment, WMT - Walmart Inc., ETFs vs. Stocks, TRXC - TransEnterix Inc., Why Aren't You Rich?, Dividends, IDXG - Interpace Diagnostics Group Inc.


At least one expert makes the case that the anticipated 26% refund increase is a bad thing.
Today's Stocks & Topics: Buying First Home, Tesla, CI - Cigna Corp., WMT - Walmart Inc., FIZZ - National Beverage Corp., BPL - Buckeye Partners L.P., The Market, Treasury Rates, Real Estate, VLO - Valero Energy Corp.


Investors continue their infatuation with big tech stocks despite worries about the U.S. and China slapping tariffs on each other. Today's Stocks & Topics: WKHS - Workhorse Group Inc., FCX - Freeport-McMoRan Inc., V - VISA Inc., VGAZ - Volyngaz (UKR), AVP - Avon Products Inc., TNDM - Tandem Diabetes Care Inc.; How Have Commodities Peformed?, Should You Convert A Regular IRA To Roth IRA?, U.S. Deficit, New Emploee Opportunity To Buy Microsoft Stock At Discount--Yes or No?, Reverse Stock split Explained.


According to one expert, Congress can take moderate steps to mitigate revenue problems. Is he right? Today's Stocks & Topics: MTCH - Match Group Inc., GE - General Electric Co., CGC - Canopy Growth Corp., GRMN - Garmin Ltd., HCP - HCP Inc.; ETFs in India, Fed Worries About Wage Inflation, Housing at a Peak, Most Bullish Day of Year Is?


The S&P 500 is currently far from the more than 10 percent decline required for a correction. Today's Stocks & Topics: SEDG - SolarEdge Technologies Inc., ZTO - ZTO Express (Cayman) Inc., TGT - Target Corp., OKE - ONEOK Inc., Social Security Benefits--Will they run out?, Why Trump Has "Trade War" Stats on His Side, How Much Do We Pay for Government Debt?, Cryptocurrency Crime, Trade War Concerns from a caller, Buying A House with Retirement Funds.


EU's trade chief admits their action is retaliatory, but how much will this affect the U.S. economy?  ---  Today's Stocks & Topics: LULU - LuLu Lemon Athletica, WFC - Wells Fargo & Co., UA - Under Armour Inc., DB - Deutsche Bank AG, TEVA - Teva Pharmaceutical Industries Ltd.; EU Tariffs and effect on U.S., Is It A Good Time To Buy Stocks?, U.S. Oil Production, Shorting the Market, Bank stocks.


If trust evaporates, a cryptocurrency can simply stop functioning, and thus resulting in a complete loss of value.  Today's Stocks & Topics: FLO - Flower Foods Inc., RAD - Rite Aid Corp., DQ - Daqo New Energy Corp., GRPN - Groupon Inc., NTAP - NetApp Inc., UA - Under Armour Inc.; GE DOW Accounting Issues, White House Tariffs on China.


Your costs to run a household in retirement will fluctuate based on countless variables.  Today's Stocks & Topics: SKX - Skechers USA Inc., MEOH - Methanex Corp., INDA - iShares MSCI India ETF, FOX - 21st Century Fox Inc., VDC - Vanguard Consumer Staples ETF; Institutional Ownership, FOMO (Fear of Missing Out), Focus on Interest Rates, Tariffs on Steel.


Taking on the role of independent entrepreneur means you’ll have to balance risk and make lifestyle sacrifices.  Today's Stocks & Topics: ORCL – Oracle, TCEHY - Tencent Holdings Ltd. ADR, PFE - Pfizer, SNR - New Senior Investment Group Inc., TP - T&P Resultante Fund, IQ - iQIYI Inc., LMT - Lockheed Martin Corp, AAOI - Applied Optoelectronics Inc.; Bear Markets, Stocks vs. Bonds, Goldman Sachs, What is the DOW-30?, 401k, Roth, where to invest?


audio 06-20-18: $1 Million Isn't What It Used To Be
Thu, 21 Jun 2018 00:11:05 +0000

One expert predicts that if you want a truly secure retirement you'll need $10 million.  Today's Stocks & Topics: SBUX – Starbucks, F – Ford, LUV – Southwest Airlines, PCG – PG&E, XLP – Consumer Staples, TSP and pension funding, GE out of the DOW-30, Short Term vs. Long Term Investing, Liquidity Crisis, SPY - SPDR S&P 500 ETF Trust.


Actuaries warn that Medicare’s low payment rates could lead to facility closures and harm access to care for the elderly.
Today's Stocks & Topics: ORCL – Oracle, FOX - 21st Century Fox, YY – YY inc., DLRT – Dollar Tree, PFE – Pfizer, AMAT – Applied Materials, ABX – Barrick Gold; Real Estate Insurance, Billionaire Investors Worry About Complacent Investors.


audio 06-18-18: 7 Stocks Retirees Should Avoid
Tue, 19 Jun 2018 00:03:09 +0000

So much potential, but not enough certainty about the future, makes some stocks too risky for a retiree.
Today's Stocks & Topics: 401k & Bonds, Junk Bond Market, Rule of Thumb, T - AT&T Inc., NTAP - NetApp Inc., JNJ - Johnson & Johnson.


audio 06-15-18: How to Defuse Your Tax Time Bomb
Sat, 16 Jun 2018 00:30:00 +0000

Qualified retirement plans are a great savings tool, but there's no escaping the tax bill that will come due in retirement.

Today's Stocks & Topics: Short Interest Ratio, Short Squeeze, Interest Rates, U.S.-China Trade deficit, Women's Wealth, TOL - Toll Brothers Inc., ADP - Automatic Data Processing Inc., Tech Companies, MSFT - Microsoft Corp., Buying a House, OLN - Olin Corp., NRZ - New Residential Investment Corp.


What matters most is global money supply, inflation expectations, and long to short rate spreads.
Today's Stocks & Topics: Retirement, QE, Taxes & Retirement, EVC - Entravision Communications Corp., STZ - Constellation Brands Inc. Cl A, Credit Cards, Where to Invest?, The Stock Market.


Due to technical difficulties, we were unable to record Wednesday's program (6-13-18). 


If you hold-off claiming Social Security, then your benefit increases because of delayed retirement credits.
Today's Stocks & Topics: Treasury Note vs. CD, AT&T & Time Warner, Mutual Funds, Stock Split, UMC - United Microelectronics Corp. ADR, BGS - B&G Foods Inc., Credit Cards Debt, Stock Value, BL - BlackLine Inc., Preparing for Retirement, Passive Income, SMG - Scotts Miracle-Gro Co.


audio 06-11-18: TIPS to Help Protect Your Portfolio
Tue, 12 Jun 2018 00:03:31 +0000

Treasury inflation-protected securities won't make you rich, and they can be whipsawed, but they're really good at one thing.
Today's Stocks & Topics: Young Investor, Uniform Transfer to Minors Act – UTMA, Market Remains Calm, Companies Debt, LL - Lumber Liquidators Holdings Inc., Value Maximization, FMC - FMC Corp., Spock Split, KO - Coca-Cola Co., NOK - Nokia Corp. ADR, D - Dominion Energy Inc., Net Neutrality, America Is House-rich But Cash-poor.


Some credit cards are more valuable over time than others--it may pay to compare.  Today's Stocks & Topics: Foreign Stocks & ETFs, Why Indexing Might Not Work So Well In The Future, Bonds, Interest Rates, OLED - Universal Display Corp., T - AT&T Inc., Treasury Yield, Factor Return, WB - Weibo Corp. ADR, BIDU - Baidu Inc. ADR, MSFT - Microsoft Corp., COP – ConocoPhillips, JNJ - Johnson & Johnson, 401k Loan.


In the wake of the financial crisis, many Americans lost faith in the idea of a house as an investment.
Today's Stocks & Topics: Retirement Accounts, Mortgage Rates, Blue Chip Companies, I-R-A, Investing, Financial Advisor vs. Financial Planner, Warrants, College Savings Plans, Buy & Rebalance, Roth, 401k, Hedge Funds.


audio 06-06-18: Can Gold Be a Smart Investment Now?
Wed, 06 Jun 2018 07:00:00 +0000

On the surface there are many reasons to be wary of gold, but there can be a strategy that works.

Today's Stocks & Topics: Average Net Worth, Bonds, Gold, Wall Street, Tangible Asset, I-R-As vs. Index Funds, 401k, U.S. Dollar, Bonds, 529 Plan, Retiring Early, ETFs, Treasury Bonds, IPOs, Brokers.


If you're self-employed, a freelancer or your company doesn't offer a 401(k) plan, there are other smart ways to build your nest egg.
Today's Stocks & Topics: International Markets, AMD - Advanced Micro Devices Inc., Average Person Spends in Retirement, Job Openings Report, VOX - Vanguard Communication Services ETF, VDC - Vanguard Consumer Staples ETF, ESIO - Electro Scientific Industries Inc., EVI - EnviroStar Inc., TMUS - T-Mobile US Inc., SNDR - Schneider National Inc. Cl B, ETFC - E*TRADE Financial Corp., Solo 401k.


audio 06-04-18: Index Funds vs. Mutual Funds
Tue, 05 Jun 2018 00:10:40 +0000

Encore Presentation: The difference between index funds and mutual funds and why an index fund will almost certainly be a better investment than an actively managed mutual fund.
Today's Stocks & Topics: Capital Losses, The Market in 2018, Index Funds, Proffered Stocks, Roth I-R-A & Taxes, House Prices, International Markets, Residual Value, When to Sell., I-R-As, Triple-Double Tops, How to Start Investing, Mutual Funds, Technical Analysis.


Decreasing your medical bills gives you more money for other expenses.
Today's Stocks & Topics: Equity Debt Ratio, Jobs Report, CPB - Campbell Soup Co., CDXS - Codexis Inc., Bond Funds, RARX - Ra Pharmaceuticals Inc., Day Trading vs. Swing Trading.


Those who favor it argue that markets are inherently efficient, so there is no use in trying to beat them.
Today's Stocks & Topics: DISCA - Discovery Inc. Series A, Expending Report, Savings Account, 30-Year Mortgage Rate, ETFs, DIS - Walt Disney Co., CELG - Celgene Corp., XLP - Consumer Staples Select Sector SPDR ETF, SPY - SPDR S&P 500 ETF Trust, Stop-Limit Order, Junior Mining Companies, LTUM - Lithium Corp., Penny Stocks, SCHN - Schnitzer Steel Industries Inc.


You're looking for a broker that offers low fees, a wide variety of investment options, and the type of account you want.
Today's Stocks & Topics: Monthly Dividends Stocks, Why Are you Investing Less than You Should Be, Job Market, Bond Market, MO - Altria Group Inc., WFT - Weatherford International Ltd., UBOT - Direxion Daily Robotics Artificial Intelligence & Automation Index Bull 3X Shares, CRSP - CRISPR Therapeutics AG, Earnings Per Share (EPS), Index Funds, U.S. Bond Yields.


There's a range of opportunities for your money delivering yield, from low-risk to high-risk.
Today's Stocks & Topics: Cash, Italy, Online Market, JPM - JPMorgan Chase & Co., MU - Micron Technology Inc., CPE - Callon Petroleum Co., Payout Ratio, ABEV - Ambev S.A. ADR, LNC - Lincoln National Corp.


Decades of research have given way to a parade of set-it-and-forget-it product launches, especially exchange-traded funds.

Today's Stocks & Topics: E.B.I.T.DA. - Earnings Before Interest, Taxes, Depreciation and Amortization, 529-Plan, Inflation, Investing for Kids, The Stock Market, When to Sell, I-R-A, Income Production Vehicles.


Some analysts are seeing scattered signs of weakness in global economic data.
Today's Stocks & Topics: Bonds, How to Buy a Home And Pay It Off, Gas Prices, ADM - Archer Daniels Midland Co., VLO - Valero Energy Corp., Durable Goods Report, TEVA - Teva Pharmaceutical Industries Ltd. ADR, Consumer Price Index (CPI), Producer Price Index (PPI), Stock Value, AZO - AutoZone Inc. P.E. Ratio.


The U.S. is now far less dependent on imported oil, but oil prices are up 17% this year.
Today's Stocks & Topics: Cannabis Market, Statistics That Will Trigger A Recession, Existing Home Sales, LUV - Southwest Airlines Co., Weighted Average Cost of Capital (WACC), I-R-A, REITs, BGS - B&G Foods Inc., RHHBY - Roche Holding AG ADR, Options, The Federal Reserve, ALB - Albemarle Corp.


Teaching financial literacy from a young age can prepare your children for the real world.
Today's Stocks & Topics: Real Estate, Flash Crash, Banking Deregulation Rules, CIM - Chimera Investment Corp., HSY - Hershey Co., XLE - Energy Select Sector SPDR ETF, KHC - Kraft Heinz Co., VGELX - Vanguard Energy Fund Admiral, New Investor, Individual Bonds, WPG - Washington Prime Group Inc., Inheritance.


The housing market is showing record gains--up 10 percent on average in some parts of the country.
Today's Stocks & Topics: New Investor, Early Retirement, 4 Lessons To Learn From Boomers Who Did It The Hard Way, Forbes Richest People, DOC - Physicians Realty Trust, GE - General Electric Co., RRTS - Roadrunner Transportation Systems Inc., CELG - Celgene Corp., Retirement Accounts, Force to Retirement, ICON - Iconix Brand Group Inc.


The housing market is showing record gains--up 10 percent on average in some parts of the country.
Today's Stocks & Topics: Baby Bonds, CELG - Celgene Corp., Italy, CETX - Cemtrex Inc., PFG - Principal Financial Group Inc., AAPL - Apple Inc., ETE - Energy Transfer Equity L.P., HLI - Houlihan Lokey Inc. Cl A, BIDU - Baidu Inc.


Companies are borrowing to stay competitive, and this is adding cash flow stress.
Today's Stocks & Topics: Investtalk Show Webinar, Worst Sector, LEI – Leading Economic Indicator, DOC - Physicians Realty Trust, OMF – One Main Holdings Inc., COYNQ - COPsync Inc., CPB - Campbell Soup Co., VEEV - Veeva Systems Inc. Cl A, ABBV - AbbVie Inc.


In the wake of the financial crisis, many Americans lost faith in the idea of a house as an investment.
Today's Stocks & Topics: Retirement Accounts, Mortgage Rates, Blue Chip Companies, LNG - Cheniere Energy Inc., I-R-A, REGN - Regeneron Pharmaceuticals Inc., SYMC - Symantec Corp., ROL - Rollins Inc., X - United States Steel Corp., TAP - Molson Coors Brewing Co. Cl B, NKTR - Nektar Therapeutics, CSCO - Cisco Systems Inc.


audio 05-16-18: Can Gold Be a Smart Investment Now?
Wed, 16 May 2018 23:54:26 +0000

On the surface there are many reasons to be wary of gold, but there can be a strategy that works.
Today's Stocks & Topics: Average Net Worth, Bonds, Tangible Asset, I-R-As vs. Index Funds, 401k, U.S. Dollar, Bonds, V - VISA Inc. Cl A, 529 Plan, ETP - Energy Transfer Partners L.P., The Vix, Retiring Early.


When translated into dollars, European equities have returned nearly 18 percent over the last 12 months for Americans.
Today's Stocks & Topics: Retirement, China's Economy, The Vix, LB - L Brands Inc., Bitcoin, Index vs. ETFs, Financial Analysis, KO - Coca-Cola Co., PPC - Pilgrim's Pride Corp., OHI - Omega Healthcare Investors Inc.


audio 05-14-18: Silver May Still Shine
Mon, 14 May 2018 23:58:25 +0000

Silver has been sleepy since its 2011 spike, but there are some fundamental factors supporting a bullish outlook.
Today's Stocks & Topics: MMM - 3M Co., Value Stocks vs. Growth Stocks, Investing in the Stock Market, Emerging Markets, China Stock Market, TMO - Thermo Fisher Scientific Inc., Real Estate, Short Term Investments, Dividends, NHF - NexPoint Strategic Opportunities Fund.


audio 05-11-18: Index Funds vs. ETFs
Fri, 11 May 2018 23:55:54 +0000

Taxes, Trading Costs, Expense Ratios. The decision about whether to choose a traditional index fund or an ETF depends on the investor.
Today's Stocks & Topics: Stop-Loss, First Quarter Earnings, The VIX, Vacations, DEST - Destination Maternity Corp., Mutual Funds, Leverage Ratio, BIZD - VanEck Vectors BDC Income ETF, ABX - Barrick Gold Corp., MU - Micron Technology Inc., ETFs, OPK - OPKO Health Inc.


audio 05-10-18: Investing for Your Children
Fri, 11 May 2018 00:12:06 +0000

Not only could it reduce your overall tax paid it may also provide them with an easier route to owning their first home in a challenging market for first-time buyers.
Today's Stocks & Topics: 401k, The U.S. Market and Midterm Elections, Financial Adults, Capital Expenditure, RKDA - Arcadia Biosciences Inc., DIS - Walt Disney Co., CLX - Clorox Co., GNW - Genworth Financial Inc. Cl A, HP - Helmerich & Payne Inc., LB - L Brands Inc.


Ghana, Kenya, bonds issues by Zambia or Nigeria. Institutional fund managers are moving into these assets at a historic pace.
Today's Stocks & Topics: Where to Invest, Correction, How Big Our Economy Is?, Healthcare Sector, SWHFX - Schwab Health Care Fund, JPC - Nuveen Preferred & Income Opportunities Fund, Baby Population Dropped Before Recession, APO - Apollo Global Management LLC Cl A, BIDU - Baidu Inc. ADR, LOGI - Logitech International S.A., PPI Index.


Since the markets are always uncertain, you should devise a portfolio strategy which can survive the bear markets well enough and thrive in the bull markets.
Today's Stocks & Topics: New Investor, TAP - Molson Coors Brewing Co. Cl B, Ten Year Treasury, Retirement, APA - Apache Corp., TEVA - Teva Pharmaceutical Industries Ltd. ADR, GS - Goldman Sachs Group Inc., TEP - Tallgrass Energy Partners LP, Day Trading, PLNT - Planet Fitness Inc. Cl A, Selling.


Decades of research have given way to a parade of set-it-and-forget-it product launches, especially exchange-traded funds.
Today's Stocks & Topics: E.B.I.T.DA. - Earnings Before Interest, Taxes, Depreciation and Amortization, RCL - Royal Caribbean Cruises Ltd., T - AT&T Inc., NVDA - NVIDIA Corp., 529-Plan, NTRI - Nutrisystem Inc., EFU - ProShares Ultra Short MSCI EAFE.


audio 05-04-18: Investing on a Shoestring
Fri, 04 May 2018 23:52:31 +0000

The first step is rearranging and prioritizing. If you ever plan to start investing — even if you have no money right now — you need to get busy.
Today's Stocks & Topics: Real Estate, Wage Acceleration, Fastest Growing States, PYPL - PayPal Holdings Inc., CVS - CVS Health Corp., PG - Procter & Gamble Co., TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, GLD - SPDR Gold Shares, Call Option, T - AT&T Inc.


audio 05-03-18: You're Sticking with Stocks, Right?
Thu, 03 May 2018 23:51:39 +0000

Investors are just realizing that you don’t earn an average of 10% annually without taking some risk and suffering some pain.
Today's Stocks & Topics: Retirement Money, Why You Should NOT Go Away in May, Warren Buffet's Performance, Global Economy, Preferred Stocks, HWCC - Houston Wire & Cable Co., SWPPX - Schwab S&P 500 Index Fund, MMM - 3M Co., PYPL - PayPal Holdings Inc., JD - JD.com Inc. ADR.


audio 05-02-18: Wall St. is Sending a Wakeup Call
Wed, 02 May 2018 23:55:21 +0000

Your goal should be to have a plan that keeps you on course even when the market makes a correction, a crash or a bear market.
Today's Stocks & Topics: Cash Value & Retirement, Dividend Portfolio Investment, Public Storage Preferred Stock, PM - Philip Morris International Inc., MO - Altria Group Inc., CMI - Cummins Inc., URI - United Rentals Inc., Gold.


You need to define your financial goals and investment objectives. All investments must be made with a purpose in mind.
Today's Stocks & Topics: Price Earnings Growth – PEG, BMY - Bristol-Myers Squibb Co., Midcap Funds, REGN - Regeneron Pharmaceuticals Inc., AAOI - Applied Optoelectronics Inc., Real Estate, HOG - Harley-Davidson Inc., Net Profit Margin, UA - Under Armour Inc. Cl C.


Investment risk is a given. It's is up to you to understand it so that you can make confident decisions.
Today's Stocks & Topics: May and The Stock Market, Durable Goods Report, Update Your 401k, Custodial Account, ABX - Barrick Gold Corp., Commodities, Options, XOM - Exxon Mobil Corp., Variable Life Annuity.


Some popular 401(k) plans have big stakes in technology stocks. Investors need to be aware of the risks so they don’t panic in any downdraft.
Today's Stocks & Topics: Electronic Real Estate Investment Funds, Limited Partnerships, Trade War, Unethical Financial Advisers, Mutual Funds, Mutual Funds, Options, Brokers, 200 Day Moving Average, Long and Short Mutual Funds, Unusual Expectations, Roth I-R-A, Over the Counter Stocks, High Yield Bonds, Stock Evaluation, Rebuilding after Bankruptcy, Mutual Funds vs. ETFs.


One of the best deals in college savings is also one of the least-used. You could be missing out on increased returns and reduced risk.
Today's Stocks & Topics: Buying Strategies, BGS - B&G Foods Inc., VGHAX - Vanguard Health Care Fund, Irrevocable Trust, GLW - Corning Inc., MMM - 3M Co., Trade Deficit, MAA - Mid-America Apartment Communities Inc., International Investments, IBM - International Business Machines Corp., SSYS - Stratasys Ltd., Mortgage Rates.


The Industrial Production report covers manufacturing, mining, and gas and electric utilities, illustrating changes in the structure of our economy.
Today's Stocks & Topics: 401k, Recession Predictor, Volatility, Bear Market, COST - Costco Wholesale Corp., LPTH - Lightpath Technologies Inc. Cl A, EL - Estee Lauder Cos. Cl A, Ten Year Treasury, ALO - Alio Gold Inc., QD - Qudian Inc. ADR, SOGO - Sogou Inc. ADR.


Rising interest rates can hurt bond prices, but long-term investors will ride out the blips.
Today's Stocks & Topics: Life Insurance as an Investment, Housing Numbers, Oil Supply, Ten Year Yield, GIS - General Mills Inc., Cash Certificate, CHCLX - AB Discovery Growth Fund, BAP - Credicorp Ltd., BK - Bank of New York Mellon Corp., MPW - Medical Properties Trust Inc., BXMT - Blackstone Mortgage Trust Inc. Cl A.


The logistics are easy. It's developing the discipline to create and follow an asset allocation plan that is challenging.
Today's Stocks & Topics: FFBC - First Financial Bancorp, Ten Year Treasury Yield, Interest Rates, Existing Home Sales, Book vs. Market Value, LB - L Brands Inc., VLO - Valero Energy Corp., PM - Philip Morris International Inc., MO - Altria Group Inc.


This is the decade when the costs of kids, aging parents, cars, and homes converge, and questions about retirement begin looming large.
Today's Stocks & Topics: Mutual Funds, AAOI - Applied Optoelectronics Inc., GOOGL - Alphabet Inc. Cl A, GE - General Electric Co., REITs, GDDY - GoDaddy Inc. Cl A, Commodities vs. Stocks, QCOM - Qualcomm Inc., Investing with Kids.


It can be a difficult topic, uncomfortable at times. But addressing money management is also very necessary.
Today's Stocks & Topics: ETFs, Commission-Free ETFs, T - AT&T Inc., Inside Buying, PCAR - Paccar Inc., TUP - Tupperware Brands Corp., MU - Micron Technology Inc., Blue Chip Technology Stocks, KBH - KB Home, SPWR - SunPower Corp., LB - L Brands Inc., MNKD - MannKind Corp., IPOs.


audio 04-18-18: In Search of Fixed Income
Thu, 19 Apr 2018 00:02:42 +0000

Getting a fixed income should not only be your goal for your retirement years, it can also be used for you to meet other financial goals.
Today's Stocks & Topics: Cannabis Industry, AOBC - American Outdoor Brands Corp., CRM - Salesforce.com Inc., Bonds, FB - Facebook Inc. Cl A.


More and more investors are looking to put their money where their values are.
Today's Stocks & Topics: Retirement, VOO - Vanguard S&P500 ETF, Social Security, Industrial Production, I-R-A Contributions, The Stock Market, GSY - PowerShares Ultra Short Duration Portfolio, TOL - Toll Brothers Inc., PPA - PowerShares Aerospace & Defense Portfolio, MKC - McCormick & Co. Inc.


They're a major financial decision, so it's important to know exactly what you're getting into.
Today's Stocks & Topics: UTMA Accounts - The Uniform Transfers to Minors Act, Retail Sales, Ten I-R-A Myths, Smartest Market, APRN - Blue Apron Holdings Inc. Cl A, EVC - Entravision Communications Corp., EPU - iShares MSCI Peru ETF, SEDG - SolarEdge Technologies Inc.


Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve?

Today's Stocks & Topics: Online Banking, Equity, The Bond Market, Trade Tariffs in the World, Where to Invest, Bonds, Stock Adjustment, Mutual Funds, Dividends, Investing at Old Age, 401k, I-R-As, ETFs.


It is best executed in the calming atmosphere of a bull market, before another "Black Swan" event.
Today's Stocks & Topics: Value vs. Growth Investing, Retirement, Municipal Bonds, Utilities vs. Commodities Stocks, D - Dominion Energy Inc., VLKAY - Volkswagen AG ADR, MU - Micron Technology Inc., Investment Software, Human Instinct.


Advisers urge minimizing your tax refund, but if you're getting a big one, you're thinking it may be a good idea to invest it.
Today's Stocks & Topics: Mutual Funds, Geopolitical Risk, Rental Properties, DIS - Walt Disney Co., AVGO - Broadcom Inc., the Dow Theory, Paying Off the Mortgage, HSY - Hershey Co.


Investors may be jittery about the Fed's plans to bump up rates this year, but you may be able to benefit.
Today's Stocks & Topics: HPQ - HP Inc., Trade Tensions, Is this a Correction?, Insurance an a Rental Property, KMB - Kimberly-Clark Corp., Active 401k, NOK - Nokia Corp. ADR, Penny stocks, CHL - China Mobile Ltd. ADR.


audio 04-09-18: Are Your REITs Feeling the Pressure?
Mon, 09 Apr 2018 23:55:08 +0000

Higher interest rates raise financing costs for Real Estate Investment Trusts.

Today's Stocks & Topics: Custodial Account, EPU - iShares MSCI Peru ETF, MRK - Merck & Co. Inc., UIS - Unisys Corp., SPY - SPDR S&P 500 ETF Trust, USL - United States 12 Month Oil Fund LP, Jobs Report, The Fed & The Market, Diversification, I-R-A Mistakes to Avoid.


Some popular 401(k) plans have big stakes in technology stocks. Investors need to be aware of the risks so they don’t panic in any downdraft.
Today's Stocks & Topics: Electronic Real Estate Investment Funds, GE - General Electric Co., Trade War, Unethical Financial Advisers, Jobs Report, Mutual Funds, CSRSX - Cohen & Steers Realty Shares, Mutual Funds, SPOT - Spotify Technology S.A., BABA - Alibaba Group Holding Ltd. ADR, Options, SPFF - Global X SuperIncome Preferred ETF.


It’s not just a matter of whether you're beating the market, but if you're exceeding your targets based on your risk tolerance.
Today's Stocks & Topics: Recession, What is the Real Risk in the Stock Market, MET - MetLife Inc., Trade Tariffs, PG - Procter & Gamble Co., KMB - Kimberly-Clark Corp., UPS - United Parcel Service Inc. Cl B, AMLP - Alerian MLP ETF, VSLR - Vivint Solar Inc.


The lengthy bull market and the recent reappearance of volatility has some investors worried that another 2008 is right around the corner.
Today's Stocks & Topics: New Investor Mistakes, Cash Out Refinance, Gold, U.S.-China Trade Conflict, ABBV - AbbVie Inc., APU - AmeriGas Partners L.P., PRU - Prudential Financial Inc., Life Settlements, Investing Strategy, TGT - Target Corp., Hard Money Lenders, BIG - Big Lots Inc., TEVA - Teva Pharmaceutical Industries Ltd. ADR, Stop Loss, CVV - CVD Equipment Corp.


Are you really aware of all the things that might affect your ability to save enough for retirement?
Today's Stocks & Topics: Portfolio Review, RRC - Range Resources Corp., Retirement Funds, CMRE - Costamare Inc., AMZN - Amazon.com Inc., GOOG - Alphabet Inc. Cl C, Tesla, FOX - 21st Century Fox Inc. Cl B, 401k vs. Portfolio Management, Value vs. Growth.


Target-date funds continue to be a popular choice among investors. However, will such a fund give you the retirement lifestyle you deserve?
Today's Stocks & Topics: Equity, The Bond Market, Trade Tariffs in the World, PCAR - Paccar Inc., Where to Invest, UPS - United Parcel Service Inc. Cl B.


Take this pop quiz. See if you know how to handle your money and avoid scammers.

Today's Stocks & Topics: Timing The Market, Insurance & Inflation, Moving Average, ETFs, New Way to Combat Credit Card Fraud, Steel & Aluminum Tariff, Earnings, Mutual Funds, Sectors, 529 Plan, Dividends, 401k, Natural Gas, Interest Rates.


An investor who has a well-conceived, long-term investment strategy should not be overly concerned with the short-term movements of the market.
Today's Stocks & Topics: Bonds, RHT - Red Hat Inc., CX - Cemex S.A.B. de C.V. ADR, FEYE - FireEye Inc., AMD - Advanced Micro Devices Inc., Foreign Stocks, VEA - Vanguard FTSE Developed Markets, MO - Altria Group Inc., NOBL - ProShares S&P 500 Dividend Aristocrats ETF.


When making a capital markets forecast, trying to divine what's next for the stock and bond market, some professionals refer to fund flows data sets.
Today's Stocks & Topics: Savings Rate, Buy & Sell Stocks, BGS - B&G Foods Inc., SIVB - SVB Financial Group, AAOI - Applied Optoelectronics Inc., Preferred Stocks, WELL - Welltower Inc., Ultrashort Bond Funds.


It's designed to make a positive return regardless of market condition or asset class - equities, bonds or a combination.
Today's Stocks & Topics: Stock Picking Process, Bear Market, Google, Waymo, Tesla, LITE - Lumentum Holdings Inc., VIA - Viacom Inc. Cl A, Term Insurance, AAOI - Applied Optoelectronics Inc., PDCO - Patterson Cos. Inc., DGRW - WisdomTree U.S. Quality Dividend Growth Fund.


audio 03-26-18: Why Liquidity Matters
Tue, 27 Mar 2018 00:03:34 +0000

As you put together an investment portfolio, don't forget to consider liquidity. And don't forget about liquidity in other areas of your financial life.
Today's Stocks & Topics: Bonds, The Economy Picking, Island Reversal, GE - General Electric Co., 200 Day Moving Average, Portfolio Strategy, Dividends, GERN - Geron Corp., ZION - Zions Bancorp. vs. ZIONZ - Zions Bancorp Wt, ACIA - Acacia Communications Inc., FB - Facebook Inc. Cl A., When to Buy and Sell.


CEFs can offer investors a basket of investment assets on the cheap. And they provide juicy payouts that average 8 percent.

Today's Stocks & Topics: Portfolio Rebalancing, YRD - Yirendai Ltd. ADR, Stock Market Correction, ABBV - AbbVie Inc., CVG - Convergys Corp., AGN - Allergan PLC, Date Funds.


Retirement doesn't have to be a time of fixed income. Much of your future income is under your control, and there are ways you can increase it.
Today's Stocks & Topics: Roth I-R-A, 5 Popular Tax Tip You Shouldn't Follow, Inflation, Why You Should Travel, GIS - General Mills Inc., Today's Market, MO - Altria Group Inc., PYPL - PayPal Holdings Inc., DODBX - Dodge & Cox Balanced Fund, DODGX - Dodge & Cox Stk Fund, GLTR - ETFS Physical Precious Metal Basket Shares, Precious Metals, Pros and Cons of Real Estate Partnership.


Gone are the days when you could blindly pick a few equity mutual funds by Google-searching "top equity mutual funds", look at your portfolio after a year, and beam with joy!
Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., 1st Time Home Buyers, Private Data, Stock Evaluation, Social Security, CPE - Callon Petroleum Co., Real Estate & Taxes, Short Interest, SKT - Tanger Factory Outlet Centers Inc., NLY - Annaly Capital Management Inc., Investors Principals.


Investors are sometimes blind to the mistakes they might be making when they use "rules of thumb" and wrong-headed reasoning.
Today's Stocks & Topics: Dividend Reinvestment, Social Security at 70 Years Old, Taxes, Fractional Shares, HDS - HD Supply Holdings Inc., NWL - Newell Brands Inc., XLE - Energy Select Sector SPDR ETF, OAK - Oaktree Capital Group, Convert From a Traditional IRA to a Roth IRA, 403-B.


The same forces that are cruel to stock and bond investors are good for people securing cash.
Today's Stocks & Topics: Stop Order, 5 Year P.E. Range, VOOV - Vanguard S&P 500 Value ETF, MU - Micron Technology Inc., SPKE - Spark Energy Inc., Cost Basis, 401k to IRA, KMB - Kimberly-Clark Corp.


There are several tax-free or deferred options for education savings. But should I change it up if the market changes?
Today's Stocks & Topics: Stop on a Stock, Mutual Funds, Baby Boomers Dying Broke, Happy Retirement, VOD - Vodafone Group PLC ADR, Gross Margin, GOOG - Alphabet Inc. Cl C, APO - Apollo Global Management LLC Cl A, WDC - Western Digital Corp., Variable Annuity, 529-Plan.


Though boosting your 401(k) contribution might save you money up front, it could also cost you money in the long run.
Today's Stocks & Topics: DOC - Physicians Realty Trust, TGT - Target Corp., MU - Micron Technology Inc., CMG - Chipotle Mexican Grill Inc., Long Term Care Insurance, I-R-A, When a Public Companies Go Private, VZ - Verizon Communications Inc.


There's no denying how nerve-wracking a 1,000-plus points drop in the Dow Jones industrial average can be, especially when it happens twice in four days as it did last month.

Today's Stocks & Topics: Interest Rates, Consumers Spending Report, The Fed, SPY - SPDR S&P 500 ETF Trust, BGS - B&G Foods Inc., Bonds, SWN - Southwestern Energy Co., HSY - Hershey Co., Umbrella Insurance.


audio 03-13-18: Long-Term Investment Strategies
Wed, 14 Mar 2018 00:03:36 +0000

Investing for the long term helps to reduce transaction costs, and saves you the time you'd spend researching worthy investments.
Today's Stocks & Topics: Housing Market, SPOT - Spotify Technology, New Investor, LB - L Brands Inc., SAVE - Spirit Airlines Inc., BYDDF - BYD Co. Ltd., BYDDY - BYD Co. Ltd. American Depository Receipt (ADR), D - Dominion Energy Inc., Qualcomm-Broadcom, KR - Kroger Co.


People focus too much time on which stock will outperform as opposed to just getting the right exposure to the entire market.
Today's Stocks & Topics: Crash Course, Inflation, The World Trade Organization, Tax Rates & Retirement, BOTZ - Global X Robotics & Artificial Intelligence ETF, TIPS, CDs, RH – Restoration Hardware, GLD - SPDR Gold Shares, ETFs, BGS - B&G Foods Inc.


Take this pop quiz. See if you know how to handle your money and avoid scammers.
Today's Stocks & Topics: Timing The Market, Insurance & Inflation, VRX - Valeant Pharmaceuticals International Inc., Moving Average, IIPR - Innovative Industrial Properties Inc., Max Contribution, QCOM - Qualcomm Inc., AVGO - Broadcom Ltd., ETFs, New Way to Combat Credit Card Fraud, KHC Kraft Heinz Co., Steel & Aluminum Tariff.


Retirement can last several decades, so it generally pays to maintain a healthy dose of stocks well into retirement.
Today's Stocks & Topics: Short Term Investments, CELG - Celgene Corp., JP Morgan, FAZ - Direxion Daily Financial Bear 3x Shares, FAS - Direxion Daily Financial Bull 3x Shares, FNGU - BMO REX MicroSectors FANG+ Index 3X Leveraged ETN, VFMF - Vanguard U.S. Multifactor ETF, TCI - Transcontinental Realty Investors Inc., ETFs, BEN - Franklin Resources Inc., ALK - Alaska Air Group Inc., Market Order or Limit Order.


audio 03-07-18: Are You Committing the Bond Blunder?
Thu, 08 Mar 2018 01:05:49 +0000

There is some truth to the understanding that bonds are safer than stocks, but average investors miss an important nuance.
Today's Stocks & Topics: Steel Tariff, F - Ford Motor Co., Productivity Numbers, Beige Book, Jobs, ARCT - Arcturus Therapeutics Ltd, ABBV - AbbVie Inc., AIEQ - AI Powered Equity ETF, MU - Micron Technology Inc., FDX - FedEx Corp., SQM - Sociedad Quimica y Minera De Chile S.A. ADR, GSY - Guggenheim Ultra Short Duration ETF.


There are some downers related to bond ETF investing. However, if you are aware of them, you may avoid them altogether.
Today's Stocks & Topics: 200 Day Moving Average, NOK - Nokia Corp. ADR, Self-Directed IRA, The Stock Market, NKTR - Nektar Therapeutics, YGYI - Youngevity International Inc., Cost Basis, Why Are Annuities Bad Ideas, Price Target, Trump's Steel and Aluminum Tariffs.


The job market tightens pushing up wages. That will drive up consumer spending. It all means higher interest rates.
Today's Stocks & Topics: Terminology, NWL - Newell Brands Inc., AGN - Allergan PLC, 529 Plan, SON - Sonoco Products Co., Pension, Leaving IRA Assets to Your Loved Ones, NTNX - Nutanix Inc. Cl A, Tariffs on Steel and Aluminum.


A market correction is actually a good time to save more. You get more shares for less money.
Today's Stocks & Topics: Retirement, Trade War, The Dow Theory, VZ - Verizon Communications Inc., RAD - Rite Aid Corp., Bond ETFs, BOJA - Bojangles' Inc., Investing, HPE - Hewlett Packard Enterprise Co., Trend Following.