InvestTalk 4-10-2024 – An Investing 'Road Map' for Mid-Career Accumulators
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 10 April 2024
⏱️ 47 minutes
🧾️ Download transcript
Summary
Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts.
Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.
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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 |
| 0:09.8 | fueled by the uncertainty of inflation, unsettled geopolitical tensions, and economic pressures. |
| 0:16.8 | Luke Guerrero stands ready to take your finance and investment questions and share his unbiased answers. |
| 0:24.4 | Invest Talk is made possible by KPP Financial, |
| 0:28.4 | a registered investment advisor firm serving clients throughout the United States. The clarity for your |
| 0:35.5 | path forward starts now. Here is KPP Financial portfolio manager Luke |
| 0:42.4 | Guerrero. |
| 0:43.4 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:49.8 | I'm Luke Guerrero and I will be your host today on this beautiful April 10th 2024 which means we are halfway |
| 0:56.4 | through the week and we are a third of the way through the month and it has for lack of a better |
| 1:02.0 | word been an unexpected month it's been for lack of a better word, been an unexpected month. |
| 1:03.7 | It's been a lot of news that we've been talking about over the past couple days and |
| 1:07.4 | couple weeks and there will be more that we talk about today. |
| 1:09.6 | But above all that, the most important part of this show is making you a more informed investor. |
| 1:16.4 | In order to do that, I need to know what your finance and investment questions are, |
| 1:20.4 | so we welcome your calls right now or anytime at 888-99 chart and with that |
| 1:25.1 | being said I will talk about today's market performance and run down the show |
| 1:29.0 | topics later on but let's get to our first caller question now. |
| 1:32.3 | Hi is the Rod from New York Island. Let's get to our first caller question now. |
| 1:33.2 | Hi, is Rod from New York. |
| 1:34.8 | I had a question regarding N-F-E-N-P-H. |
| 1:40.0 | The stock price has gone up quite a bit compared with our energy stocks. |
... |
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