
InvestTalk 1-31-2024 – Can a Taxable Account Beat a 401(k)?
The big swing factors are investment quality and expenses, as well as tax costs. Today's Stocks & Topics: VFC - VF Corp., BA - Boeing Co., SPCE - Virgin Galactic Holdings Inc., The Fed Meeting, TGLS -...
1 Helmi 202446min

InvestTalk 1-30-2024 – The Fed’s Favorite Inflation Gauge Rose 0.2% in December-- Up 2.9% from a Year Ago
Excluding food and energy, the Commerce Department’s personal consumption expenditures price index for December was up 2.9% on a yearly basis. Today's Stocks & Topics: 401 Investing, INTC - Intel Corp...
31 Tammi 202445min

InvestTalk 1-29-2024 – FTC launches AI inquiry Into Major Players Looking at ‘Investments and Partnerships’
By invoking its authority, the regulator can make civil investigative demands. Today's Stocks & Topics: CBOE - Cboe Global Markets Inc, MMM - 3M Co., OMF - OneMain Holdings Inc., LYFT - Lyft Inc. Cl A...
30 Tammi 202446min

InvestTalk 1-26-2024 – How Investors Are Playing Emerging Market Opportunities in India and Japan
Investors are increasingly looking to emerging market exchange-traded funds for growth at a reasonable price. Today's Stocks & Topics: VPU - Vanguard Utilities ETF, V - Visa Inc. Cl A, POOL - Pool Cor...
27 Tammi 202446min

InvestTalk 1-25-2024 – Report: Over One-Third of US Financial Advisors Plan to Retire Within 10 Years
For investors, succession planning is critical because advisors of age 55 and older account for 42 percent of head count and 57 percent of assets. Today's Stocks & Topics: AFG - American Financial Gro...
26 Tammi 202444min

InvestTalk 1-24-2024 – Is Even a Little Bitcoin Too Much for Your Portfolio?
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down. Today's Stocks & Topics: CALF - Pacer US Small Cap Cash Cows...
25 Tammi 202446min

InvestTalk 1-23-2024 – With a 529 Plan, You Have Investment Options
A 529 college savings plan is an investment vehicle that allows for a tax-advantaged way to pay for higher education costs.SCCO - Southern Copper Corp., TECK - Teck Resources Ltd. Cl B, RSG - Republic...
24 Tammi 202445min

InvestTalk 1-22-2024 – Mean Reversion: A Historical Analysis of Asset Class Performance
Successful investing requires juggling numbers, trends, and predictions; and it is important to understand the concept of mean reversion in asset class performance. Today's Stocks & Topics: EMN - East...
23 Tammi 202442min




















