InvestTalk 11-10-2023 – What Are the Pros and Cons of Donor-Advised Funds?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 November 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
A donor-advised fund is a vehicle that allows investors to donate directly to a charitable fund while retaining some control over the assets.
(Donors benefit from an immediate tax deduction, tax-free growth, and investment flexibility.)
Today's Stocks & Topics: SDOG - ALPS Sector Dividend Dogs ETF, FCX - Freeport-McMoRan Inc., DSKE - Daseke Inc., GILD - Gilead Sciences Inc., NAC - Nuveen California Quality Municipal Income Fund, VLO - Valero Energy Corp., Manufacturing, Oil Stocks, The Treasury Market.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
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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, |
| 0:14.0 | unsettled geopolitical tensions, and economic pressures. |
| 0:18.0 | Justin Klein and Steve Peasley, |
| 0:21.0 | stand ready to take your finance and investment questions and share their unbiased |
| 0:25.8 | answers. |
| 0:27.3 | 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 | Here is KPP Chief Executive Officer, Financial Advisor Justin Clyde. |
| 0:51.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:58.3 | This is our Friday, November 10th, 2023 edition. |
| 1:01.1 | I'm Justin Klein and I'm here to help you become a better investor. |
| 1:06.8 | Now first off I want to think everyone who showed up yesterday to our |
| 1:15.0 | wealth webinar and we covered a lot over about an hour and 15 minutes. We went way over. I think next time our goal is to |
| 1:19.0 | probably shorten it up a bit and answer a few more questions but I think we gave a |
| 1:25.6 | good distillation of where we are today where we're likely headed where that |
| 1:29.3 | recession is likely to hit so probably sometime middle part of next year and then what |
| 1:36.0 | sectors were or are typically good going into a recession during a recession and coming out of a recession. |
| 1:45.0 | Okay, but that was yesterday and you'll be able to watch that webinar coming up here on our |
| 1:51.5 | YouTube channel probably in the next week or so |
| 1:53.4 | so be on the lookout for that if you did miss it but today we have a job we have a job to |
| 1:58.6 | do and that is take help you take that next step and your investment journey which is different for |
... |
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