Is a Securities-Based Line of Credit (SBLOC) Right for You?
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 October 2025
⏱️ 47 minutes
🧾️ Download transcript
Summary
We will explore the risks and rewards of an SBLOC, a credit line secured by your investments, to help you decide if it's the right financial tool for your liquidity needs.
Today's Stocks & Topics: Booz Allen Hamilton Holding Corporation (BAH), Market Wrap, KPP Newsletter, The Concept to Staying in the Market, Is a Securities-Based Line of Credit (SBLOC) Right for You?, VanEck Gold Miners ETF (GDX), Parsons Corporation (PSN), Newmont Corporation (NEM), Earnings, InfraCap MLP ETF (AMZA), Sociedad Química y Minera de Chile S.A. (SQM), Inflation.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial portfolio manager, Luke Guerrero. |
| 0:33.6 | Good afternoon, fellow investors, and welcome back to Investor. My name is Luke Guerrero, and it is Friday, October 24th, 2025. |
| 0:45.3 | Now, today is one of my favorite days of the year. It is the first game of the fall classic. The World Series starts in just about an hour now. But before I get to |
| 0:58.0 | see that, before we all get to enjoy that, before we get to the weekend, we still got a bit of work |
| 1:03.2 | to do because October is almost done. Overnight temperatures may be getting chilly. |
| 1:14.6 | Snow might start to soon fall. And we are quickly moving through the fourth quarter onward to the holidays and before you know it into |
| 1:20.0 | 26. And we've seen it countless times this year, how quickly things can change, which means no |
| 1:25.7 | matter what time of year it is, it's critical |
| 1:28.6 | to remain focused. And so each and every day of the week, Justin and I come here with one |
| 1:34.5 | objective to help you become a better and more informed investor. As always, we have a mixture |
| 1:41.4 | of educational and actionable items to go over today, but most |
| 1:45.8 | importantly, we have your finance and investment question. So before we get today's |
| 1:49.3 | market performance and run down our show topics, let's tackle a call our question now. |
| 1:54.1 | Hey, guys. Just calling and get your thoughts on Booz Island Hamilton, ticker symbol B-A-H. I'll listen to your feedback on the podcast, thank. Booz Island Hamilton, ticker symbol B-A-H. |
| 2:01.3 | I'll listen to your feedback on the podcast, thank. |
| 2:04.4 | Booz-A-H-Lan-H, ticker B-A-H, is a management consulting and tech engineering services firm. |
| 2:13.0 | We've had a bit of a rough year. |
| 2:15.3 | Year-to-date, down 28.98%, down 20% in the past three months, down 45% |
| 2:21.5 | in the past 52 weeks. Now, it is a fairly large company, right? About $12.3 billion market cap. |
| 2:32.3 | But revenue has not just stalled, revenue growth that is, it's fallen. |
... |
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