InvestTalk 1-15-2024 – Best of Steve Peasley - Episode 1
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 15 January 2024
⏱️ 49 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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| 0:16.8 | At a time when investors are confronted with market volatility and a variety of challenges fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:18.9 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:27.0 | This is Invest Talk, independent thinking, shared success. Invest Talk is made possible by KPP Financial, |
| 0:35.0 | a registered investment advisor firm serving clients throughout the United States. |
| 0:40.0 | The clarity for your path forward starts now. |
| 0:45.0 | This is a special Best of Collar Questions and Vest Talk compilation program. |
| 0:50.0 | Remember, the Invest Talk phone lines never close. |
| 0:53.2 | Please call with questions. |
| 0:54.7 | 88899 chart 88899, |
| 0:58.8 | CHART. |
| 1:00.8 | They will be played and answered on an upcoming Invest Talk podcast. |
| 1:05.0 | Welcome to Invest Talk. |
| 1:07.0 | Above average is resting for the average investor. |
| 1:10.0 | We try to bring you useful information and answer any questions you might have as long as their financial. |
| 1:16.0 | 888-99 charters are number 888-924-27-8. |
| 1:21.0 | Hey Steve, Justin, and Luke. This is Keith from Redondo Beach question on asset |
| 1:26.7 | allocation and market valuation so I know you don't everyone totally get out of |
| 1:31.6 | the market and I believe a primary |
| 1:34.2 | determinant of your returns is your asset allocation how much is in stocks |
| 1:38.1 | versus fixed value. Question for you is there a rule of thumb that says, hey, if I've got a 60, 40 portfolio in general, |
| 1:47.0 | and I think the market is 10% overvalued, do I change 6040 to 5050? |
| 1:54.0 | And if I think the market is 10% undervalue, |
... |
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