7-4-2023 - Best of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 4 July 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.
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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 |
| 0:11.3 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.8 | just in decline and Steve Peasley, stand ready to take your finance and investment questions |
| 0:23.8 | and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving |
| 0:37.6 | clients throughout the United States. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.2 | This is a special best of caller questions and Invest Talk compilation program. |
| 0:49.8 | Remember, the Invest Talk phone lines never close, please call with questions, 888-99 |
| 0:56.0 | chart, 888-99 CH-ART. |
| 1:00.7 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.8 | Welcome to Invest Talk. |
| 1:07.4 | Above average is resting for the average investor. |
| 1:10.5 | We try to bring you useful information and answer any questions you might have as long |
| 1:15.0 | as they're financial. |
| 1:16.0 | 888-99 charters are number, 888-9924278. |
| 1:20.0 | Steve and Justin, this is Kevin, calling from Southern California. |
| 1:26.0 | I have a question about bond. |
| 1:29.0 | If I were holding longer term bonds, whether they be surgeries or corporate bonds, and |
| 1:36.4 | when interest rates start going back down, how do you decide whether or not to assuming |
| 1:43.2 | that the bond value increases? |
... |
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