InvestTalk 12-21-2023 – Three Ways You Can Take Advantage of Extended RMD Ages
The extra time can be used to plan Roth conversions, consider tax breaks like qualified charitable distributions (QCDs), and reduce taxable accounts sooner at lower tax rates. Today's Stocks & Topics:...
22 Joulu 202345min
InvestTalk 12-20-2023 – Could a Reverse Mortgage Make Sense for You?
Reverse mortgage loans are a way for retired homeowners to access home equity without taking on a monthly payment-- but there are pros and cons. Today's Stocks & Topics: BALL - Ball Corp., IRAs, Bonds...
21 Joulu 202346min
InvestTalk 12-19-2023 – Could Nvidia Stock Suffer the Same Fate as Cisco?
Nvidia may be riding a wave of interest in artificial intelligence—as its chips play a dominant role in technology—but more broadly, stocks are still recovering from the 2022 bear market. Today's Stoc...
20 Joulu 202346min
InvestTalk 12-18-2023 – Can the Stock Market Rally Offer an Opportunity for You to Execute a ‘Strategic Chess Move’?
If the current market rally has added profits to your portfolio, tax-gain harvesting could help rebalance your assets or reduce future taxes. Today's Stocks & Topics: Tax-Loss Harvesting, ADI - Analog...
19 Joulu 202346min
InvestTalk 12-15-2023 – Inflation Impact on Oil Demand Is Raising Investor Concerns
While U.S. stocks shrugged off the latest inflation data, the oil markets saw cause for concern. Today's Stocks & Topics: ERF - Enerplus Corp., INVH - Invitation Homes Inc., FLIN - Franklin FTSE India...
16 Joulu 202346min
InvestTalk 12-14-2023 – Tips for How to Rebalance Your Investment Portfolio Before 2024.
The main reason for rebalancing is to control risk, not necessarily to improve returns. Today's Stocks & Topics: GOOG - Alphabet Inc. Cl C, EG - Everest Group Ltd., Nuclear Power, LUV - Southwest Airl...
15 Joulu 202345min
InvestTalk 12-13-2023 – Best of Caller Questions
In this compilation program, Steve Peasley and Justin Klein field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Stoc...
14 Joulu 202346min
InvestTalk 12-12-2023 – Should Investors Keep an Eye on Small-Cap Stocks?
Increasing concentration reduces the benefits of diversification and increases a portfolio’s exposure to idiosyncratic risks.(A November 2023 study has determined that concentrated stock markets, domi...
13 Joulu 202346min
