InvestTalk 11-30-2023 – Bond Ladder ETFs Can Help Investors Climb Higher
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 1 December 2023
⏱️ 48 minutes
🧾️ Download transcript
Summary
Putting money in ETFs with staggered maturities can preserve and even grow wealth in a rising interest-rate environment.
Today's Stocks & Topics: OMF - OneMain Holdings Inc., COR - Cencora Inc., 401k Rollover, The Green Transition, AVB - Avalonbay Communities Inc., Apartment REITs, SWK - Stanley Black & Decker Inc., Investing in the Market, VTV - Vanguard Value ETF, ESG: Environmental, Social, and Governance.
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Transcript
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| 0:00.0 | This is invest talk. |
| 0:05.0 | Independent thinking, shared success. |
| 0:09.0 | Justin Klein and Steve Peasley stand ready to take your finance and investment questions and share their |
| 0:15.2 | unbiased answers. |
| 0:17.8 | Invest Talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:26.3 | 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. |
| 0:41.0 | This is our Thursday November 30th |
| 0:43.0 | 2023 edition I'm Justin Klein and I'm excited for this hour with you to |
| 0:48.8 | provide you actionable material as well as data that you can use, you can take back and help you make the complex |
| 0:58.9 | decision, a little simpler, a little easier, about what to do with your money, your investments. |
| 1:07.0 | We talk about it. This is Invest Talk and we talk a lot about investing obviously, but we try to touch on more than just that. Personal finances, part of this as well. So we're going to hit on a lot of topics, but most importantly your topics. Whatever is on your mind. |
| 1:24.0 | So your calls are encouraged. |
| 1:26.0 | 8899 chart is the number to get through. |
| 1:29.0 | So don't hesitate to pick up that phone. |
| 1:31.0 | Now we're going to hit on the market performance today. We're going to run |
| 1:33.2 | down some show topics right after we answer our first caller question now. |
| 1:37.0 | Hi, this is Dan from Wallach Creek and I have a question on one main holdings of stock civil is O M F. |
| 1:46.0 | Looks like it's making a move up again. |
| 1:49.0 | You know, I'm kind of confused about this stock because the numbers seem to look really well, really good as far as what I can see, but it pays a huge dividend, in my opinion, a lot of debt. |
| 2:00.0 | I was wondering what your thoughts were on this stock. |
... |
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