9-20-2021: Could A Proposal to Prohibit IRAs From Holding Certain Private Investments Be Bad for Some Investors?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 21 September 2021
⏱️ 46 minutes
🧾️ Download transcript
Summary
A tax package unveiled in the House would forbid individual retirement accounts from holding some types of private investments typically reserved for the wealthy.
Today's Stocks & Topics: CCJ - Cameco Corp., Inflation, Inherited Stocks, CGC - Canopy Growth Corp., RIO - Rio Tinto PLC ADR (, ICLN - iShares Global Clean Energy ETF, VALE - Vale S.A. ADR, X - United States Steel Corp., RDSA - Royal Dutch Shell PLC ADR Cl A, INTC - Intel Corp., AAWW - Atlas Air Worldwide Holdings.
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Transcript
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| 0:00.0 | Now, on this Invest Talk podcast, Justin Klein listens to your questions. |
| 0:07.0 | Hello, this is Luke from New York. Thank you for always giving us a great advice. |
| 0:12.0 | My question is on ICLN, ICARE's Global Clean Energy ETF, and provides unbiased answers. |
| 0:20.0 | Well the charts on ICLN, which is the ICARE's Global Clean Energy ETF, |
| 0:25.0 | doesn't look very promising in the short to medium term. |
| 0:29.0 | It's been consolidating after this large sell-off. |
| 0:32.0 | Invest Talk, over 32 million downloads and counting. |
| 0:36.0 | Your participation makes it unique. |
| 0:39.0 | 888-99 chart. |
| 0:46.0 | This podcast is produced by KPP Financial, Steve Peasley President, KPP Financial, |
| 0:54.0 | Independent Thinking, Shared Success, and out today's podcast. |
| 1:01.0 | Good afternoon fellow investors, and welcome to Invest Talk. |
| 1:06.0 | This is our Monday, September 20th, 2021 edition of Invest Talk, |
| 1:10.0 | and I appreciate you all tuning in this hour, and as summer winds down, |
| 1:17.0 | and we enter the fourth quarter just a handful of trading days away, |
| 1:22.0 | it's important to put the market in context and your portfolio in context |
| 1:28.0 | to the risks that you are willing to take and should be taking, |
| 1:32.0 | and to your overall investment plan. |
| 1:36.0 | And that's why I'm here to help you do, give you that perspective, |
| 1:39.0 | and fine tune your plan, because a lot of people don't have a plan. |
| 1:45.0 | And I think that's number one is to make sure you have a plan for your portfolio, |
| 1:51.0 | for your strategy. |
... |
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