InvestTalk 11-29-2023 – Must-Knows About Employee Stock Options
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 30 November 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
How to balance the tax and investment considerations.
Today's Stocks & Topics: DASH - DoorDash Inc., Earnings Forecast, CNHI - CNH Industrial N.V., QCOM - Qualcomm Inc., The Supreme Court vs. the FCC, Book Reviews, FDS - FactSet Research Systems Inc., Dividends, Mag-7.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking, share success. |
| 0:09.0 | Justin Klein and Steve Heasley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. |
| 0:17.2 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.2 | The clarity for your path forward starts now. |
| 0:30.6 | Here is KPP Chief Executive Officer, Financial Advisor, Justin Clyde. |
| 0:37.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:42.9 | This is our Wednesday, November 29th, 2023 edition. |
| 0:47.1 | I'm Justin Klein and it is Wednesday, |
| 0:49.2 | so I am joined by Luke Guerrero today. |
| 0:51.8 | Thanks to being here again, Luke. Happy to be here with everyone. And today we are going to do our best to help all of our listeners take that next step in their journey in financial to |
| 1:06.8 | to financial freedom. It's a journey for everybody, even ourselves. You have to |
| 1:12.0 | consistently learn and there's a lot of noise out there, a lot of data, and our job is to try to give you some perspective and useful data. What matters, not what catches headlines and what gets people to click and pay attention to. |
| 1:27.0 | It's about what you can use to make better decisions with your money. Now we're going to talk about the |
| 1:34.6 | market performance today. We're going to run down some show topics but as always |
| 1:37.6 | we're going to hit our first caller question now. |
| 1:39.9 | Hello Steve for Justin. It is Marco from Switzerland. I wanted to ask you about Door Dash, |
| 1:46.3 | the Decor symbol Dash, DAS. And I would like to know if you have any comments on what |
| 1:52.4 | the insiders are doing at the selling |
| 1:54.2 | at the buying and so on how do you see this looking forward in the next one to |
| 1:59.9 | two years thank you in advance and great show. |
... |
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