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InvestTalk

05-31-18: Can Being a "Passive Investor" Meet Your Goals?

InvestTalk

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

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K Ratings

🗓️ 1 June 2018

⏱️ 46 minutes

🧾️ Download transcript

Summary

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.

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Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is produced by KPP Financial, Steve Peasley President,

0:10.3

KPP Financial, Independent Thinking, shared success.

0:15.0

And now today's podcast.

0:17.0

Good afternoon everybody and welcome to the Thursday edition of Invest Talk. It is May 31st, last day of the month.

0:27.0

I do appreciate you being with me. Now we all want to grow and protect our money.

0:35.0

Most people want help with that and that's our mission.

0:39.0

That's our commitment to you.

0:40.0

Our phone lines are always open and ready for business to answer any financial questions you might have, so please get your calls ready.

0:47.0

You can call right now 88899 chart.

0:50.0

If you are one of the several hundred people that watched our live stream webinar last night,

0:56.0

well I want to thank you for being there.

0:59.0

Hopefully you learn something of value.

1:01.0

If you have related questions, please feel free to contact

1:04.5

either Justin or me at KPP Financial.

1:07.3

You can send me an email and I promise to answer. And you can always find more information

1:12.2

at Invest Talk.com.

1:13.3

We will have that show for the Invest Talk insiders ready and a week or two.

1:20.2

This takes us a little time to get it all put together and put up on the website.

1:26.3

So how many financial advisors are comfortable discussing death?

1:31.4

We need to get there.

1:33.0

The median age for wealth management clients is about 65 years old.

1:38.0

And people who are 65 years old do think about death.

...

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