12-27-19: Why Filing Your Income Tax Return May Never Be The Same
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 28 December 2019
⏱️ 44 minutes
🧾️ Download transcript
Summary
America's 'Tax Cuts and Jobs Act' created a series of big changes that could affect your tax bill.
Today's Stocks & Topics: 529 Plan?, Asset allocation?, BIG - Big Lots Inc., IRA?, Retirement funds?, How to invest without a stock broker?; Steve's NEWSLETTER highlights.
Plus: Key Benchmark Numbers and Market Comments for: Gold, Oil, Gasoline and Treasury Yields.
TRIVIA QUESTION: "For the S&P 500, positive return years sometimes follow negative years-- but not always... do you remember any obvious 'see-saw' performance sequences from the past 20 or so years?"
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| 0:00.0 | On radio, streaming live on Invest Talk. |
| 0:05.0 | And for our podcast subscribers, |
| 0:10.0 | this is Invest Talk, above average investing for the average investor. |
| 0:15.0 | Invest Talk is made possible by KPP Financial, a registered investment advisor Steve Peasley. Good afternoon. |
| 0:35.0 | Good afternoon everybody. |
| 0:36.0 | How you doing? |
| 0:37.0 | This is, what, is that Friday already? |
| 0:39.0 | Gosh, you can't believe it. |
| 0:41.0 | It's Friday, December 27th, and I just spilled some water on my desk. |
| 0:46.0 | Isn't that just great here? |
| 0:47.0 | Here, let me throw some stuff on it. |
| 0:48.0 | Okay, that should soak it up. |
| 0:50.0 | There you go. |
| 0:51.0 | I'm ready, I'm okay. |
| 0:52.0 | Just, that's amazing how fast that happens. |
| 0:55.0 | Anyway, good afternoon everybody. I hope you're all well. We got four days left. |
| 0:59.0 | Four days left in the year. And then it's going to be the new decade 2020. I'm wondering if I'll be around |
| 1:06.2 | for the next decade after that. I don't know. Maybe I won't. In other words, it is an optimal time for you to take a look at your portfolio and see what kind of risk. |
| 1:18.0 | Rebalancing, this is always the best time in my opinion, the last weeks in December for the new year you can |
| 1:25.5 | also do it the first couple weeks in January that's okay but this is a good time |
| 1:29.3 | the year-in year beginning period to really take a look at your portfolio. |
| 1:34.0 | Really why you want to do it before the year in to see if there's any tax loss selling |
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