InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 February 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
The big swing factors are investment quality and expenses, as well as tax costs.
Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.
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Transcript
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| 0:14.1 | 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. |
| 0:18.6 | Justin Klein and Steve Peasley stand ready |
| 0:21.5 | to take your finance and investment questions and share their unbiased answers. |
| 0:27.1 | This is Invest Talk, independent thinking, shared success. |
| 0:32.1 | 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 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:51.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:56.0 | This is our Wednesday, January 31st, 2024 edition. |
| 1:01.0 | Happy Fed Day to everyone. happy end of the first month of the year, and to celebrate, |
| 1:08.1 | we have Luke with us. |
| 1:09.4 | Are you celebrating Luke? |
| 1:11.6 | I'm celebrating three days in a row.'re doing a three peat here Justin three |
| 1:15.1 | peat I like three peats we all like three peats and do you have your dove hat |
| 1:19.3 | new your your hawk hat on which one I'm a man of many hats man of many hats bucket |
| 1:26.3 | hats usually it's a bucket hat one side is dove and one side is hawk there we |
| 1:30.0 | go everyone does the bull and bear maybe that's the that's the hat we should do. |
| 1:34.4 | Yeah, it says don't fight the Fed on the back. |
| 1:36.3 | Don't fight the Fed. Okay, I like this. So these are these are ideas. |
| 1:40.0 | Maybe we need invest stock merch maybe? Well, maybe that'll come sometime this year, but let's focus on today. |
| 1:48.8 | Focus on the task at hand and that is helping your listeners become better investors. |
... |
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