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InvestTalk

11-3-2022 – Setting Asset Allocation for Retirement

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, News, News Commentary, Entrepreneurship, Investing, Business News

4.41.5K 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

Click on a timestamp to play from that location

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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