InvestTalk Episodes

  • Friday, Sep. 23

    Don't Get Talked Into Taking Too Much Risk

    Yes, it’s tempting to reach for higher yields in fixed income investments. But there is a price to be paid for that decision.

    Today's Stocks & Topics: Investing, Roth I-R-A, Life Insurance Policies, Tax Payers, National Debt, NKE - Nike Inc., DNR - Denbury Resources Inc., FB - Facebook Inc. Cl A, TDCTeradata Corp.

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  • Thursday, Sep. 22

    Trading Stocks for Bonds Poses Its Own Risks

    If you're near retirement, conventional advice says - dump stocks gradually and load up on bonds.  But with ultralow bond yields and longer retirements, does that still make sense? 

    Today's Stocks and Topics: Trading Stocks for Bonds Poses it's Own Risk, Tesla buying SolarCity, Negative rates have clobbered banks, Head and Shoulders chart pattern, SPY -SPDR S&P 500 ETF Trust (ETF), LOW - Lowe's Cos, Managing father's IRA, EWZ - iShares MSCI Brazil Capped ETF (ETF), ERIC - Ericsson ADR (NASDAQ), LITE - Lumentum Holdings Inc. (NASDAQ)

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  • Wednesday, Sep. 21

    Value vs. Growth Investing

    Ten years into a bull market for growth stocks, the cycle finally appears to be turning in favor of value investing, but not for all the usual reasons.

    Today's Stocks & Topics: Retirement Plan, XOM - Exxon Mobil Corp., Tesla & Solar City, Japan & Banks, CREE - Cree Inc., DIS - Walt Disney Co., Trailing Stop, Dodd/Frank Act, DIV - Global X SuperDividend U.S. ETF, FLS - Flowserve Corp., FIT - Fitbit Inc., Sectors.

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  • Tuesday, Sep. 20

    How a ROTH IRA Can Double as an Emergency Fund

    Most people use their savings and checking accounts to hold their emergency fund, but today’s low interest rates are forcing changes to this traditional strategy.

    Today's Stocks & Topics: Pensions, FCX - Freeport-McMoRan Inc., Options, EGRX - Eagle Pharmaceuticals, DIS - Walt Disney Co., Bid & Ask, Roth I-R-A, WFC - Wells Fargo & Co., NOK - Nokia Corp., IRBT - iRobot Corp.

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  • Monday, Sep. 19

    Pros and Cons of Real Estate Crowdfunding

    Your opportunity for diversification expands, but does the risk outweigh the rewards?

    Today's Stocks & Topics: Margins, SBUX - Starbucks Corp., Apple Inc., Bonds, Retail Sales, GDX - VanEck Vectors Gold Miners ETF, BMY - Bristol-Myers Squibb Co., NVAX - Novavax Inc., KMI - Kinder Morgan Inc., GEO - GEO Group Inc.

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  • Friday, Sep. 16

    7-Point Checklist for Creating a College Fund

    Some excellent investment options designed specifically for college savings to help you grow your money and give you tax advantages too.

    Today's Stocks & Topics: Inherited Roth I-R-A and Taxes, POT - Potash Corp. of Saskatchewan Inc., Self Driving Cars, SNY - Sanofi ADR, Futures Market, ABX - Barrick Gold Corp., Investing in Real Estate, CWI - SPDR MSCI ACWI ex-US ETF, VTSAX - Vanguard Total Stock Market Index Fund Admiral, Technical Indicators, Small vs. Large Caps.

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  • Thursday, Sep. 15

    What's Your Retirement Game Plan?

    You need to prepare yourself for all three phases of your financial life: accumulation, preservation and distribution.

    Today's Stocks & Topics: Value vs. Growth, CHD - Church & Dwight Co., BP - BP PLC ADR, COP – Conoco Phillips, Up Side & Down Side of the Market, Tesla, Economic Statistics, AAPL - Apple Inc., PSTG - Pure Storage Inc. Cl A, ERIC - Ericsson ADR, DFS - Discover Financial Services, CRM - Salesforce.com Inc., WFC - Wells Fargo & Co.

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  • Wednesday, Sep. 14

    Creating a Trust Fund with ETFs

    ETFs can be an excellent investment tool to help assist any trustee achieve the trust’s goals.

    Today's Stocks & Topics: 401k, CHK - Chesapeake Energy Corp., Real Estate Taxes, VZ - Verizon Communications Inc., REITs, Trust Funds & ETFs, TMF - Direxion Daily 20+ Year Treasury Bull 3X Shares, How To Buy, The Road To Retirement, VTR - Ventas Inc., Uber X, Dividend Reinvestment.

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  • Tuesday, Sep. 13

    Getting REITs Right

    When the stock market looks scary and bonds are stingy, many investors looking for something different come across real estate investment trusts. But then the options can be confusing.

    Today's Stocks & Topics: P.E. Ratio, TJX - TJX Cos., MGT - MGT Capital Investments Inc., Lump-Sum Distribution Analysis, PAYX - Paychex Inc., Buy & Sell, Rollover, REITs, ETFs, Debt Ceiling, AGCO - AGCO Corp., Price Target,GOOGL - Alphabet Inc., HL - Hecla Mining Co.

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  • Monday, Sep. 12

    Structured Products 101: Big Promises-Big Risks

    A mix of traditional financial instruments, structured products played a pivotal role of in building the 2008 housing bubble.

    Today's Stocks & Topics: 401k Rebalance, CHK - Chesapeake Energy Corp., GE - General Electric Co., Banking Habits, Financial Success, POT - Potash Corp. of Saskatchewan Inc., U.S. Treasury, Tips, PRU - Prudential Financial Inc., Annuities.

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