12-16-2020: How To Make And Meet Financial Goals In Unstable Times
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.3 • 1.5K Ratings
🗓️ 17 December 2020
⏱️ 47 minutes
🧾️ Download transcript
Summary
Despite a chaotic year, many Americans retained a sense of financial stability and they can maintain progress with the right plan.
Today's Stocks & Topics: Roth I-R-A & Dividends, RCL - Royal Caribbean Group, FCX - Freeport-McMoRan Inc., Copper, SQ - Square Inc. Cl A, Roth I-R-A and Precious Metals, Equities, VEEV - Veeva Systems Inc. Cl A, AZN - AstraZeneca PLC ADR, Negative Interest Rates.
TRIVIA QUESTION: "Does the behavior of market volatility DIFFER among asset classes? AND-- do you know WHEN the first major S&P 500 mini 'flash-crash' occurred-- which year?"
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Transcript
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| 0:00.0 | This podcast is produced by KPP Financial, Steve Peasley President, |
| 0:10.4 | KPP Financial, Independent Thinking, shared success. |
| 0:15.0 | And now today's podcast. |
| 0:17.0 | Good afternoon everybody and welcome to Invest Talk. It is Wednesday |
| 0:24.4 | December 16th, 2020 and we're halfway through the month, halfway through the last |
| 0:30.3 | month of the year. So in the fourth quarter is coming up so next month will be the year |
| 0:35.2 | in totals for earnings for corporations and it's going to be an interesting one because of the COVID thing. |
| 0:43.0 | So, I guess we're just gonna get Christmas in nine days everybody. |
| 0:48.0 | Nine days left for Christmas. |
| 0:50.0 | And I know Justin has mentioned it, but founder Jerry Klein passed away this last weekend. |
| 0:55.8 | It was pretty sad. |
| 0:57.4 | I've known Jerry since 30, 40 years. It was that. He started the radio show, by the |
| 1:07.4 | way. I don't know if Justin mentioned that, but he started this whole thing. |
| 1:10.8 | Anyways, I wish them well. It's been a very tough year. My father-in-law passed |
| 1:17.6 | way, a jury passed, I know three people passed away, none of them through COVID. This different reasons, but it's been a pretty tough year. |
| 1:27.6 | Anyways, for various reasons. |
| 1:30.9 | Well, anyways, for us managing our money and dealing with the stock market, what's going on, |
| 1:36.8 | and dealing with the volatility we've had, and now we have a vaccine out there, trying to get |
| 1:42.4 | it out as fast as possible another one being |
| 1:44.4 | approved probably this week I mean things are moving quickly along those lines |
| 1:49.0 | but are they moving fast enough to defeat the spread of the virus which has been spreading very fast. |
| 1:56.4 | So it's kind of a contest here and I know the vaccine will win. |
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