11-11-2022 – Beware of the 5 Known 'Portfolio Pitfalls'
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 12 November 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
Asset allocations and tax inefficiencies are just two areas that require your attention.
Today's Stocks & Topics: Cryptocurrency: FTX Bankruptcy, China Economy, Elon Musk and Tesla, FITB - Fifth Third Bancorp, MYE - Myers Industries Inc., High Growth Stocks, ALB - Albemarle Corp., Manufacturing Sector, DOCU - DocuSign Inc., FIW - First Trust Water ETF, WFG - West Fraser Timber Co. Ltd.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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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 |
| 0:11.7 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:19.2 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:24.2 | and share their unbiased answers. |
| 0:27.4 | This is Invest Talk, independent thinking, shared success. |
| 0:32.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:38.0 | clients throughout the United States. |
| 0:41.3 | The clarity for your path forward starts now. |
| 0:45.7 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:50.7 | Good afternoon everybody and welcome to Invest Talk. |
| 0:54.9 | Excuse my foes, I should have talked before I got on air, shouldn't I? |
| 0:59.5 | Got some water or something. |
| 1:01.0 | Anyways, welcome to Invest Talk. |
| 1:02.8 | It is Friday, November 11, 2022. |
| 1:05.8 | And of course you know today is a federal holiday, Veterans Day, so not everybody was open, |
| 1:10.6 | but the market was open. |
| 1:12.2 | That's important to us, the market was open. |
| 1:14.7 | So when we think of the market and our investment for folios, it's probably a good idea every |
| 1:19.1 | now and then to pull the camera out of your mind's eye back up a little bit. |
| 1:24.9 | Pull it back. |
| 1:27.3 | Take a look at maybe the 10,000 foot level, step back, don't look at it so minutely. |
| 1:34.4 | Too many people try to guess each wiggle and waggle the market and it's not possible. |
... |
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