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InvestTalk

Choosing Between Dollar-Cost and Value Averaging

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 27 February 2025

⏱️ 48 minutes

🧾️ Download transcript

Summary

Investors can choose between two savvy strategies that help mitigate market volatility and potentially boost returns.

 

Today's Stocks & Topics: AOS - A.O. Smith Corp., Market Wrap, CCB - Coastal Financial Corp., Choosing Between Dollar-Cost and Value Averaging, Viewer Comment, AVGE - Avantis All Equity Markets ETF, COWZ - Pacer U.S. Cash Cows 100 ETF, The Bond Market, HII - Huntington Ingalls Industries Inc., SHEL - Shell PLC ADR, OKE - ONEOK Inc., BIGGQ - Big Lots Inc., Egg Prices.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent thinking, shared success.

0:17.7

InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.0

Here is KPP Financial portfolio manager, Luke Guerrero.

0:34.2

Good afternoon, fellow investors, and welcome back to Investor. My name is Lou Guerrero, and it is

0:40.6

Wednesday, February 26th, 2025. And now we're halfway through the week and almost all the way through

0:51.0

the month of February. And what a month it has been. It certainly has not

0:55.7

been one devoid of news, devoid of market changing activity, tense, market reaction,

1:02.6

ups and downs, return of volatility, and more than anything, change. And so here at InvestTalk,

1:08.8

we hope, our goal is to help you understand these changes, to put these changes in context, to try and sift through all of the noise and try and find those signals and help you become a better and more educated investor.

1:25.6

And like we do each day, we will have some stories free.

1:29.3

We'll have a focus point that

1:33.3

maybe brings a topic to the table that a lot of people don't think of.

1:37.3

We'll have some actual items as well.

1:39.3

But more than anything, most importantly,

1:42.3

we'll have your finance and investment questions

1:44.8

because that is really the lifeblood of this show.

1:49.1

Now with that in mind, we will talk about today's market performance a little bit later on

1:53.1

and run down those show topics that we are bringing to you today.

1:56.3

But because this show is about your questions, let's tackle one right now.

2:00.4

Hi, this is Dan from Walnut Creek. I had a question on A.O. Smith Corporation,

2:04.8

stock symbol AOS. And I'm looking to get in at a good point, but it seems like it keeps on dropping.

2:11.5

So I don't know if this is a falling knife scenario or if it's a good time to get in.

...

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