1-19-2023 – With Retirement-Spending Plans, Are the Odds Stacked in the Investor’s Favor?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 January 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Once upon a time, people created investment plans that had definitive answers but, in reality, things were never quite that simple.
Today's Stocks & Topics: Chinese Demographics, Investing in China, T - AT&T Inc., LUMN - Lumen Technologies Inc., AGG - iShares Core U.S. Aggregate Bond ETF, BSV - Vanguard Short-Term Bond ETF, Investing in Other Markets, REPX - Riley Exploration Permian Inc., BITI - ProShares Short Bitcoin Strategy ETF, VFC - VF Corp.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.3 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.6 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.6 | clients throughout the United States. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.3 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:53.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.3 | This is our Thursday, January 19, 2023 edition, and we've almost completed the third trading |
| 1:04.0 | week of the year. |
| 1:06.0 | 2022 is firmly in the rear view mirror, and now it's about assessing your own personal |
| 1:16.4 | situation, your own goals, your risk tolerance levels, and figuring out how that applies |
| 1:21.0 | to today's ever-changing market. |
| 1:25.5 | Know the market dynamics are shifting, so you can't use the playbook from really the |
| 1:31.7 | last decade to look much further back into different eras, different times when interests |
| 1:38.9 | were rising, when inflation was more persistently higher, and use those as analogs. |
| 1:49.0 | So the portfolio that worked in 2016-17, 2020-21 are not the portfolios that are working |
| 1:57.9 | today, and you need to adjust, and that's what we're going to help you do. |
| 2:05.2 | So if you're looking for insight and perspective and data to help you make better money decisions, |
| 2:11.8 | better investment decisions, you've come to the right place. |
... |
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