7-14-2023 – Do You Make Critical Investing Mistakes?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 July 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
If a knowledgeable observer trained their sights on your choices, they may find some 'trouble spots'.
[You could have too many accounts and holdings. Your asset allocations might not relate back to your planned spending. You could own individual stocks that duplicate exposures in your mutual funds. And so on.]
Today's Stocks & Topics: Producer Price Index - PPI, Inflation Numbers, Baby Boomer Retirement Savings, China’s Economy, Annuities, How Much Cash Should Be Hold, Yield Curve, MET - MetLife Inc., DG - Dollar General Corp., Why Companies Are Asking to Get Out of Cash, PLTR - Palantir Technologies Inc., WHR - Whirlpool Corp.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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Transcript
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| 0:00.0 | At a time, when investors are confronted with market volatility and a variety of challenges |
| 0:11.7 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:19.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions |
| 0:24.2 | and share their unbiased answers. |
| 0:27.5 | This is Invest Talk, independent thinking, shared success. |
| 0:32.7 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:38.0 | clients throughout the United States. |
| 0:41.4 | The clarity for your path forward starts now. |
| 0:45.8 | Here is KPP Financial President, Financial Advisor, Steve Peasley. |
| 0:52.2 | Good afternoon everybody and welcome to Invest Talk. |
| 0:55.1 | It is Friday, July 14, 2023. |
| 0:59.6 | I'm Steve Peas. |
| 1:00.3 | I'm here today to help you become a better investor. |
| 1:03.3 | I can do that by giving you some data, some information, some perspective, and maybe help |
| 1:10.0 | you along your investing life. |
| 1:12.6 | I do this because I have 50 years plus of experience and investment, so hopefully I'm investing |
| 1:20.2 | in the stock market even, and hopefully I can help you. |
| 1:22.9 | I've also many, many years investing in real estate. |
| 1:26.9 | I had a number of rental properties I sold off a number years ago, but I'm very familiar |
| 1:32.2 | with that end of the investment spectrum as well. |
| 1:36.2 | So with that said, yesterday's podcast, on today's podcast, I'm going to blend my |
| 1:42.4 | comments with your questions. |
... |
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