InvestTalk 4-26-2024 – Best of Caller Questions

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.(This has to do with the implications for expected returns.) Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

This Department of Labor rule helps determine whether your financial advice is coming from a trusted professional or someone akin to a car salesman.(Participants in small retirement plans and investors rolling into fixed index annuities should see the most benefit.) Today's Stocks & Topics: CAT - Caterpillar Inc., MAS - Masco Corp., Market Wrap, GGG - Graco Inc., The Final Fiduciary Rule Clarifies When Financial Professionals Must Act in the Best Interest of Their Client, VICI - VICI Properties Inc., Rollover the 403B to a Roth I-R-A, Interest Rates, AMZN - Amazon.com Inc., ARKK - ARK Innovation ETF, PFE - Pfizer Inc., Housing Bills.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this compilation program, Steve Peasley, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Relative Strength, 401k Pre-Tax Contribution, 529 Plan, Volume and Capitulation, Japanese Stock Market, KPP Portfolio Management, Fidelity 401k Plan, Young Investor, How To Predict Profit, Entry Point, 457 Retirement Plan, Dividends, Investor Looking for Advice, Interest Rates, Become an Investor Advisor.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Inflation is top of mind for investors, but there’s more than one way to measure consumer prices. Today's Stocks & Topics: MOS - Mosaic Co., Market Wrap, PWR - Quanta Services Inc., Understanding the Difference Between the CPI and PCE Indexes, SPGP - Invesco S&P 500 GARP ETF, Commodities Prices, PH - Parker Hannifin Corp., AVGO - Broadcom Inc., Growth Investing.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Higher safe yields in 2024 upend the old rules related to mortgage paydown. Today's Stocks & Topics: BC - Brunswick Corp., Market Wrap, CVCO - Cavco Industries Inc., BUD - Anheuser-Busch InBev S.A. ADR, Should You Pay Off Your Mortgage Early or Invest, UPS - United Parcel Service Inc. Cl B, Cathie Wood - CEO of Ark Invest, TSP Investments and Percentages, RLI - RLI Corp., IOPP - Simplify Tara India Opportunities ETF, Sovereign Debt.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation. Today's Stocks & Topics: CRSP - CRISPR Therapeutics AG, Market Wrap, SBSI - Southside Bancshares Inc., FSTA - Fidelity MSCI Consumer Staples Index ETF, FREL - Fidelity MSCI Real Estate Index ETF, WNC - Wabash National Corp., TFII - TFI International Inc., You Can Make IRA Contributions at Any Age, but Should You, ASML - ASML Holding N.V., RWM - ProShares Short Russell2000, CALF - Pacer US Small Cap Cash Cows 100 ETF, Home Sales, TU - TELUS Corp., A-I in the Finance Industry, US Shell Industry, SILJ - Amplify Junior Silver Miners ETF, CPB - Campbell Soup Co., Interest Rates.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Markets had a rocky week, with the Nasdaq and S&P 500 enduring their longest downturn since October 2022. Today's Stocks & Topics: STLD - Steel Dynamics Inc., Market Wrap, ZTS - Zoetis Inc., What Caused This Year’s Stock Market Rally to Stall and What Happens Next, Brokage Account Security, SCCO - Southern Copper Corp., Municipal Bonds, The NY Stock Exchange, Zebra Systems and Nvidia, ADC - Agree Realty Corp., NLCP - NewLake Capital Partners Inc., PAY - Paymentus Holdings Inc., UBER - Uber Technologies Inc., Venezuela & Crypto Currency.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Mortgage rates are climbing based on expectations that the Federal Reserve won’t cut interest rates anytime soon.(Is there a sensible play for wannabe home buyers?) Today's Stocks & Topics: ABG - Asbury Automotive Group Inc., Market Wrap, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, 401k Contributions, Mortgage Rates Have Surged Past 7%, USFD - US Foods Holding Corp., LII - Lennox International Inc., AAON - AAON Inc., KPP Newsletter, The Fed - Discount Window Lending, CTRA - Coterra Energy Inc., HCA - HCA Healthcare Inc., FLMX - Franklin FTSE Mexico ETF, FLIN - Franklin FTSE India ETF, Sweden Stock Market.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

You should and there are a couple of easy ways to get started. Today's Stocks & Topics: Stock Screeners, Market Wrap, SELF - Global Self Storage Inc., Do You Check Your Financial Health, EV Stocks, ADSK - Autodesk Inc., China's Manufacturing, LVS - Las Vegas Sands Corp., CDW - CDW Corp., CVE - Cenovus Energy Inc., Private Equity.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

As a group, these stocks wiped out an estimated $281 billion in shareholder wealth over the past 10 years.(That’s a big number, but far less than the estimated $15.9 trillion in wealth created by the top 15 stocks on the positive side.) Today's Stocks & Topics: LULU - Lululemon Athletica Inc., Market Wrap, 15 Stocks That Have Destroyed the Most Wealth Over the Past Decade, Bank’s Resources, A-I & Energy Demand, Energy Stocks, Inflation & Unemployment, VTI - Vanguard Total Stock Market ETF, VTV - Vanguard Value ETF, VOO - Vanguard S&P 500 ETF, Antitrust Suit Against Live Nation, Investors Sentiment, WTI - W&T Offshore Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy