InvestTalk 11-24-2023 – Black Friday Show--Best Of Caller Questions
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 24 November 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.
Today's Stocks & Topics: Bonds, Interest Rates, Short Selling, Investment Loss, Portfolio Management, Life Insurance, Long Term Shares, 529 Plan, Using RSUs, Investing in ETF vs. Stocks, Special-Purpose Acquisition Company – SPAC, Options, Commodities, Trading Accounts, Day Trading.
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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. |
| 0:18.5 | 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. |
| 0:54.8 | 88899 chart. |
| 0:57.0 | 88899, CHA. |
| 1:00.0 | 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 | 88899 charters are number 888 924270. |
| 1:21.0 | Hi Stephen Justin, this is Kevin calling from Southern California. |
| 1:26.7 | I have a question about bonds. |
| 1:28.9 | If I were holding some longer term bonds, |
| 1:32.6 | whether they be treasuries or corporate bonds. |
| 1:35.3 | And when interest rates start going back down, |
| 1:39.7 | how do you decide whether or not to, assuming that the bond value increases, how do you decide |
| 1:46.9 | when to sell the bond? Like how much would it need to increase versus holding on to the bond to maturity |
... |
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