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InvestTalk

InvestTalk 3-28-2024 — 3 Tax Rules That Weren’t a Big Deal in Past Years Could Now Cost You Thousands

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

News Commentary, Business News, Business, Investing, News, Entrepreneurship

4.41.5K Ratings

🗓️ 29 March 2024

⏱️ 48 minutes

🧾️ Download transcript

Summary

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.


Stocks: EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)

Justin’s topics: Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.

Here are the MATCHUPS for … Monday’s 4/1/24 competition:

NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)

OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)



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Transcript

Click on a timestamp to play from that location

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

0:15.3

unbiased answers. Invest Talk is made possible by KPP Financial, a registered investment advisor

0:22.4

firm serving clients throughout the United States.

0:26.4

The clarity for your path forward starts now.

0:30.7

Here is KPP Chief Executive Officer, Financial Advisor, Justin Klein.

0:37.0

Good afternoon fellow investors and welcome back to Invest Talk.

0:41.0

This is our Thursday, March 28th, 2024 edition of Invest Talk. I'm Justin Klein and my objective always is to help guide you, guide you through the maze of data and headlines that you

0:55.1

experience every single day from social media to see and be see to your friends

1:01.2

neighbors family, etc.

1:04.0

Right, these are all places where ideas are thrown at you

1:08.0

and sometimes those are good ideas and more often than not

1:12.0

their ideas that get clicks when you're talking about media.

1:17.0

There are ideas that are only good now in hindsight after the asset is run dramatically and that happens a lot with

1:26.8

the things that you hear from friends and neighbors as well. So there's a lot of

1:32.0

there's a lot of there's a lot of there's a lot of information to

1:35.0

distill and not all of it is good and all of it is bad but it's about having the

1:41.2

tools to decipher which is correct to focus on that to incorporate into your maybe investment strategy your asset mix, etc, and which you should throw away because it doesn't fit your

1:56.6

ultimate goals, your risk tolerance level, or just simply the criteria for a good investment. So there's a lot to discuss every day.

2:05.0

That's why we can do the show every day,

2:07.0

because there's new things happening every day.

...

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