InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 April 2024
⏱️ 46 minutes
🧾️ Download transcript
Summary
Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.
Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.
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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 |
| 0:25.0 | unbiased answers. |
| 0:27.3 | This is Invest Talk. |
| 0:29.6 | Independent Thinking, Shared Success. |
| 0:32.3 | Invest Talk is made possible by KPP Financial, 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. |
| 0:51.0 | Good afternoon fellow investors and welcome back to Invest Talk. |
| 0:57.0 | This is our Tuesday, April 2nd, 2024 edition. |
| 1:01.0 | I'm Justin Klein and my objective here as always is to help you become a better investor. |
| 1:06.4 | Keep you up to date on the current market trends both near and long term and unfortunately most people they get the long term wrong because they |
| 1:16.3 | let their emotions guide their decision-making process and they fly by what |
| 1:21.5 | happened over the past six months of the last year and they think they should be doing that. |
| 1:26.2 | We see it time and time and time and time again when people just lose track of what is important when it comes to investing and that is |
| 1:37.2 | economic and business fundamentals not just what we do it |
| 1:43.0 | few months chasing the hot sector, the hot stock |
| 1:46.6 | or the hot asset class, whatever it is. |
| 1:50.3 | And our job here is to, just as we do at our company, KAPP Financial, which was try to keep clients heads about themselves. |
| 2:00.0 | Make down to earth decisions with your money and not fall prey to the many pitfalls that plague |
| 2:09.7 | the average investor. And once again, that is usually using emotions, chasing |
... |
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