9-19-2022 – Key Steps to Add Sustainable Investing Strategies to Your Portfolio
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 20 September 2022
⏱️ 46 minutes
🧾️ Download transcript
Summary
It’s easy to get lost when building a sustainable portfolio because there are numerous questions to consider.
Today's Stocks & Topics: Brokers, Rising Bond Yields, Earnings, LMT - Lockheed Martin Corp., CE - Celanese Corp., HIG - Hartford Financial Services Group Inc., IBDR - iShares iBonds Dec 2026 Term Corporate ETF.
The PERSPECTIVE looks at the percentage of Americans that have owned stocks through the decades.
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Transcript
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| 0:00.0 | This is Invest Talk, independent thinking, shared success. |
| 0:09.1 | Just and client and Steve Peasley, stand ready to take your finance and investment questions |
| 0:14.2 | and share their unbiased answers. |
| 0:17.8 | 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 Justin Clyde. |
| 0:38.2 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.5 | This is our Monday, September 19th, 2022 edition and we are in the final two weeks of the |
| 0:49.4 | third quarter. |
| 0:51.2 | Only nine more trading days remain until we get to October and then fall starts. |
| 0:58.4 | We get to change our tire a bit and the tenor of the markets often change with the fall |
| 1:05.4 | as well. |
| 1:06.4 | As you get into the holiday season, you tend to get lower volume, tends to mean higher |
| 1:12.4 | prices for equities, not always, but that tends to be what you get in the final quarter |
| 1:19.7 | of the year. |
| 1:21.4 | But this has been a bit different of a year than most as you would imagine. |
| 1:27.7 | Even those with a lot of experience in the market that haven't just been around for the |
| 1:32.0 | past five, ten years or so, you realize that this is a rough market and rougher for |
| 1:41.6 | some than others, especially if you weren't prepared. |
| 1:49.1 | When you get trends like this, they can endure even when seasonality is typically going |
| 1:56.1 | the other way. |
... |
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