9-1-2022 – Despite Recession Fears, Most 401(k) Investors Haven’t Changed Their Portfolios
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 September 2022
⏱️ 47 minutes
🧾️ Download transcript
Summary
According to a Fidelity Investments report, only 5% of 401(k) and 403(b) investors shifted their asset allocations during the second quarter of 2022.
Today's Stocks & Topics: Volatility, Globalization, DEA - Easterly Government Properties Inc., SLG - SL Green Realty Corp., FCCO - First Community Corp., FCX - Freeport-McMoRan Inc., Office Market, PARA - Paramount Global Cl B, FMS - Fresenius Medical Care AG & Co., Trailing Stops, Roth I-R-A.
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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 |
| 0:23.9 | and share their unbiased answers. |
| 0:27.1 | 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 |
| 0:37.7 | clients throughout the United States. |
| 0:41.0 | The clearing for your path forward starts now. |
| 0:45.3 | Here is KPP Chief Executive Officer, Financial Advisor, just in climb. |
| 0:53.7 | Good afternoon fellow investors, and welcome back to Invest Talk. |
| 0:58.0 | This is our September 1st, 2022 edition of Invest Talk, and I'm Justin Klein. |
| 1:05.0 | And I'm excited for this hour with you trying to help you navigate through these volatile |
| 1:10.7 | economic and market times. |
| 1:13.4 | And the phone number, as always, does not change 24 hours a seven days a week. |
| 1:18.6 | So we say to date 99 chart, now I have a packed podcast for you today. |
| 1:24.6 | And our main focus point is regards to 401Ks, and the fact that despite recessionary fears, |
| 1:30.5 | most 401K investors have it changed their portfolios, and I'm going to give you the pros |
| 1:35.5 | and cons of that, okay? |
| 1:38.5 | Now time permitting. |
| 1:39.5 | I'll also dig into some other topics. |
| 1:42.0 | Number one is the office glut, and if you're looking at companies that whose business are |
| 1:50.5 | related to office buildings, owning office buildings, renting office space, servicing, |
... |
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