1-3-2023 – Could You Simplify Your Investment Portfolio in 2023?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 January 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
There are some relatively easy investing strategies for those resolved to streamline their portfolios and they could make sense for you.
Today's Stocks & Topics: INTEL and New Blue Chips, Tesla & Apple, Savings, Enough to Retire, Mid and Small Caps, ECPG - Encore Capital Group Inc., JEPI - JPMorgan Equity Premium Income ETF, GOOG - Alphabet Inc. Cl C, FLMX - Franklin FTSE Mexico ETF, Investment Options, VZ - Verizon Communications Inc., T - AT&T Inc., SPGI - S&P Global Inc., 401k Employer Match, OMF – One Main Holdings Inc., CM - Canadian Imperial Bank of Commerce.
TRIVIA QUESTION: "What do you suppose is the share of the population in the middle class today? AND-- since WHICH YEAR has the share of middle-class Americans been consistently shrinking?
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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 |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.9 | and share their unbiased answers. |
| 0:27.2 | 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 |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:51.5 | Good afternoon everybody and welcome to Invest Talk. |
| 0:54.7 | It is Tuesday, January 3rd, 2023. |
| 0:59.3 | Christmas is gone and New Year is gone and now we got a new year, 2023. |
| 1:04.5 | And I guarantee you, 2023 is not for the stock market, it's not going to look like 2022. |
| 1:10.0 | Not going to happen. |
| 1:13.5 | Both most years are different, but we've had a pretty big sea change of economic |
| 1:20.5 | statistics and economic moves by the Federal Reserve and even in the market, what's working |
| 1:27.0 | in the market was not. |
| 1:28.7 | So that sea change is going to go right into 2023 and you just need to be aware of it and |
| 1:34.4 | make adjustments to it. |
| 1:37.1 | So that's why we do this show to help you make aware of those things. |
| 1:41.6 | So you can achieve that financial future year after, everybody's after a secure financial |
| 1:46.2 | future. |
... |
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