InvestTalk 3-13-2024 – Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 14 March 2024
⏱️ 48 minutes
🧾️ Download transcript
Summary
Proper accounting of cost basis is essential to avoid paying more in taxes.
Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.
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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, |
| 0:14.1 | unsettled geopolitical tensions, and economic pressures. |
| 0:18.6 | 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 | Here is KPP Chief Executive Officer, Financial Advisor Justin Klein. |
| 0:52.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Wednesday, March 13, 2024 edition. |
| 1:00.0 | I'm Justin Klein, and we are excited to be here for this hour with you and |
| 1:06.4 | when I say we I mean Luke and I Luke it's a Wednesday it's great to have you back |
| 1:11.6 | did you fill out your brackets yet for the Invest Talk Market Madness? |
| 1:15.0 | I was just about to say we're coming up on the deadline for filling up your bracket and I hope all of our |
| 1:19.9 | listeners have been doing it. I know I'm excited for it. |
| 1:22.1 | Did you fill yours out though? Are you |
| 1:24.4 | waiting for the last minute? I'm not filled my now completely yet. I'm going to wait |
| 1:27.0 | to the last minute. Yeah I guess you could say that... I like to give you stress. Yeah well I've already filled mine out and then after I did it and |
| 1:36.7 | submitted it obviously I'm not it's just more of obviously I'm not gonna win but I want to see how I do, right? |
| 1:43.0 | We can't win. |
| 1:44.0 | No, I'm kidding, I know we can't win. |
| 1:45.5 | We can't win. |
| 1:46.5 | But, hey, what if we come out on top of everyone else? |
... |
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