3-30-2023 – Are You Unknowingly Subsidizing Your Colleagues’ 401(k) Fees?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 31 March 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
The dynamic to understand is a function of the investments you choose and how the 401(k) plan pays costs for administrative expenses.
Today's Stocks & Topics: Tech Layoffs, China, and Russia, Metaverse, EVR - Evercore Inc. Cl A, SEIC - SEI Investments Co., Banks, and Long-Term Mortgages, CDNS - Cadence Design Systems Inc., SNPS - Synopsys Inc., AMT - American Tower REIT, IIPR - Innovative Industrial Properties Inc., SRC - Spirit Realty Capital Inc., Growth vs. Value Stock.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:08.9 | Just in client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.1 | and share their unbiased answers. |
| 0:17.6 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:23.2 | clients throughout the United States. |
| 0:26.1 | The clarity for your path forward starts now. |
| 0:30.4 | Here is KPP Chief Executive Officer, Financial Advisor, just in client. |
| 0:38.4 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.5 | This is our Thursday, March 30th, 2023 edition and you know what that means tomorrow is the |
| 0:49.5 | final day of the first quarter and nothing stands still. |
| 0:55.9 | The weather is constantly changing and so are the markets and the dynamics are becoming |
| 1:04.1 | more complex and geopolitical variables are the main culprit of that and while this isn't |
| 1:13.2 | a geopolitical show in and of itself you have to consider it and that's how we talk |
| 1:19.0 | about it. |
| 1:20.0 | You have some topics to discuss with you today in regards to that because it does have |
| 1:24.2 | an impact on markets, on economies and on companies and I'm just in client and that's |
| 1:31.3 | what I'm here to help you with is to answer your finance and investment questions to help |
| 1:36.4 | you develop better portfolio strategies and make better consistent decisions with your |
| 1:41.3 | money, not falling prey to headlines and emotions but focusing on the facts on the ground |
| 1:50.7 | and data that really speaks to the situation that we're in today. |
| 2:01.9 | So I'm here as always to answer your straight and unbiased answers or to give you my straight |
| 2:07.0 | and unbiased answers to your questions, no hidden agenda as usual and try to navigate |
... |
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