8-28-2023 – There Is a Strategy to Using Taxable Bonds in a Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 29 August 2023
⏱️ 47 minutes
🧾️ Download transcript
Summary
If you already have equity exposure, taxable bonds could be a logical addition, thanks to their ability to generate income and reduce risk.
Today's Stocks & Topics: TPX - Tempur Sealy International Inc., Growth vs. Value, FCC and Private Equity and Hedge Funds, College Degrees, Taxable Bonds, ENPH - Enphase Energy Inc., NEE - NextEra Energy Inc., Mutual Funds, VMNFX - Vanguard Market Neutral Fund Investor, CPA - Copa Holdings S.A. Cl A, MOD - Modine Manufacturing Co.
Justin's PERSPECTIVE looks at 'The History of Coins Used in America'.
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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 |
| 0:11.4 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures, |
| 0:18.9 | just in climb and Steve Peasley, stand ready to take your finance and investment questions |
| 0:24.0 | and share their unbiased answers. |
| 0:27.2 | This is Invest Talk, independent thinking, shared success. |
| 0:32.4 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm serving |
| 0:37.8 | clients throughout the United States. |
| 0:41.1 | The clarity for your path forward starts now. |
| 0:45.4 | Here is KPP Chief Executive Officer, Financial Advisor, just in climb. |
| 0:52.8 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 0:56.9 | I hope everyone had a wonderful weekend. |
| 1:00.0 | It is Monday, August 28th, and I'm Justin Klein, and I'm excited for this hour with you |
| 1:05.8 | to help you become a better investor. |
| 1:08.2 | To accomplish this, I'm going to mix in some educational topics, some actionable material, |
| 1:13.0 | as well as hit on your contribution to the show, which is your questions and comments. |
| 1:20.2 | Those are always number one for us. |
| 1:23.0 | So we're going to talk about the market performance and run down some show topics right after we |
| 1:26.7 | answer our first caller question right here from 88899 chart. |
| 1:30.5 | Hi Steve, you're Justin, this is Adrian Coyper, Texas. |
| 1:33.8 | I want your thoughts on TPX, 10 for Sully. |
| 1:37.0 | I recently sold some stock, and so I have some free cash. |
| 1:41.0 | I'm looking to invest into something long-term, so I want to see if you thought this was |
... |
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