11-3-2022 – Setting Asset Allocation for Retirement
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 November 2022
⏱️ 45 minutes
🧾️ Download transcript
Summary
Closing in on retirement, one-size-fits-all recommendations are not the way to go.
Today's Stocks & Topics: FCC Warning, I-Bonds, Treasury Bond Market, GGG - Graco Inc., JBT - John Bean Technologies Corp., LUMN - Lumen Technologies Inc., AMZN - Amazon.com Inc., LDMAX - Lord Abbett Emerging Markets Bond Fund.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.4 | Just in client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.4 | and share their unbiased answers. |
| 0:18.1 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.5 | clients throughout the United States. |
| 0:26.4 | The clarity for your path forward starts now. |
| 0:30.7 | Here is KPP Chief Executive Officer, Financial Advisor, just in client. |
| 0:38.3 | Good afternoon fellow investors and welcome back to Invest Talk this Thursday, November |
| 0:43.9 | 3rd, 2022 edition and the calendar doesn't lie, we are today's Thursday and guess what? |
| 0:52.4 | Thanksgiving is only 3 Thursdays away and after that, as they say in Game of Thrones, |
| 0:59.1 | winter is coming. |
| 1:00.8 | Now for investors, the whole year has been winter, whether you're in stocks or bonds, |
| 1:07.2 | only a few small places to hide. |
| 1:10.3 | So it's a challenging environment, but it's an environment that you can learn from. |
| 1:17.5 | The sports coaches always say that you have to focus on the process, focus on whether |
| 1:26.4 | you played good defense that came, how is your offense? |
| 1:30.7 | And the end score, the final score is helpful, but it's not the whole story. |
| 1:37.5 | Sometimes you can play well and lose, sometimes you can play bad and win. |
| 1:41.3 | Depending on the opponent, the opponent, the luck that you have, etc. |
| 1:47.0 | And so same goes for the markets. |
| 1:50.0 | Markets are good, your portfolio is doing well, are you really learning anything? |
| 1:54.4 | Well, lessons, can you take from that? |
... |
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