Best of Caller Questions - Steve Peasley
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 November 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.
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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 fueled by the uncertainty of inflation, |
| 0:14.1 | unsettled geopolitical tensions, and economic pressures, Justin Klein and Steve Peasley stand ready to take your finance and investment |
| 0:23.0 | questions and share their unbiased answers. This is InvestTalk. Independent thinking, shared success. |
| 0:31.6 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United |
| 0:39.1 | States. |
| 0:40.9 | The clarity for your path forward starts now. |
| 0:45.1 | This is a special best-of-collar questions InvestTalk compilation program. |
| 0:49.8 | Remember, the InvestTalk phone lines never close. |
| 0:53.1 | Please call with questions. 88899 chart, |
| 0:56.9 | 88899 C-H-A-R-T. They will be played and answered on an upcoming InvestTalk podcast. |
| 1:05.1 | Welcome to Invest Talk. Above average investing for the average investor. We try to bring you useful information and answer any questions you might have as long as |
| 1:14.9 | their financial. |
| 1:16.1 | 888-99 charters are a number 888-992-4278. |
| 1:20.7 | Hey, Steve, Justin, and Luke. |
| 1:22.9 | This is Keith from Redondo Beach. |
| 1:24.5 | Question on asset allocation and market valuation. So I know you don't |
| 1:30.2 | everyone totally get out of the market and I believe a primary determinant of your returns is your |
| 1:36.3 | asset allocation. How much is in stocks versus fixed value? Question for you, is there a rule of thumb |
| 1:42.6 | that says, hey, if I've got a 6040 |
| 1:45.0 | portfolio in general and I think the market is 10% overvalued do I change 6040 to 5050 |
| 1:53.0 | and if I think the market is 10% undervalued do I change 6040 to maybe 70 30 is there a rule of thumb that gives you a |
| 2:04.7 | ratio between how far you think the market is overvalued or undervalued versus what |
... |
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