05-31-18: Can Being a "Passive Investor" Meet Your Goals?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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.
Transcript
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| 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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