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InvestTalk

12-26-19: First Time In 11 Years: More BofA Clients Buy Single Stocks Than ETFs

InvestTalk

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

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

4.41.5K Ratings

🗓️ 27 December 2019

⏱️ 47 minutes

🧾️ Download transcript

Summary

According to one measurement from Bank of America, the shift to passive investing from active is slowing down.

 

Today's Stocks & Topics: New Year Changes, Investing and Savings, The Santa Claus Rally, QCOM - Qualcomm Inc., Holiday Retail Sales, VZ - Verizon Communications Inc., Debt, Building a Portfolio, VTR - Ventas Inc., Dividends, FCAU - Fiat Chrysler Automobiles N.V.

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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 fellow investors and welcome to Invest Talk. This is our

0:28.1

Thursday, December 26th 2019 edition of Invest Talk and Christmas has come and gone. I hope everyone had a safe and happy holiday and

0:39.7

We all know that

0:42.3

Most people shopped online for their Christmas season and that's in a lot of ways good news.

0:50.0

Why? Because we can spend more when we're shopping online than in person and you know in the new year we're going to also

0:58.1

approach a new decade, right? And the big question is are you prepared for the new year, the new decade and are you

1:06.6

on the right path so not just about 20-20. A lot of people focus on the last year or the next year and in a lot of ways it's about

1:19.0

planning for the next decade in multiple decades.

1:23.0

The seeds that you lay today of good financial management, good savings discipline,

1:31.0

all of those things can lay great seeds for decades to come.

1:37.0

And that's what we are here to do.

1:41.0

We're here to help you rise to this challenge because it is a challenge.

1:46.0

There are a lot of there's a lot of information being thrown at you each and every day

1:51.0

from your smartphone to TV to your friends and family.

1:58.0

And you need to still all of this down to a strategy and an approach that works for you.

2:07.0

So if you're having trouble finding that right path, you've come to the right place because that's what we are here to do each and every week day is to distill all of this complex information into data and perspective that you can actually use.

2:31.5

Now that data and that perspective is going to mean something a little bit different for each individual person.

2:39.0

But that's really up to you to

2:49.2

distill it all out, understand how it affects you individually, and if you can do it, then you probably need a professional, like myself or Steve. So I urge you to call with your question today, investing, finance

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