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InvestTalk

InvestTalk 4-2-2024 – Why Cash May Be Riskier Than You Think

InvestTalk

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

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

4.41.5K 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

Click on a timestamp to play from that location

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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