InvestTalk

The "September Effect" is a well-known phenomenon in the stock market, characterized by historically poor performance during the month of September. This trend can be attributed to various factors, including seasonal patterns, economic conditions, and the influence of upcoming presidential elections on market behavior. This raises an important question: should investors be concerned about the September Effect and how might it impact their investment strategies?

Also in this podcast: MOAT - VanEck Morningstar Wide Moat ETF (ETF); AVGO - Broadcom Inc. (NAS); BAC - Bank of America Corp. (NYS); NXTR - NexPoint Residential Trust Inc. (NYS); FNV...

Why Gold Prices Are Soaring

As gold prices soar, the demand for fallback money is becoming increasingly evident. With economic uncertainties on the rise, investors are flocking to gold as a safe haven asset. This trend highlights the shifting landscape of finance and what it could mean for the future of investment strategies.

Today's Stocks & Topics: AQN - Algonquin Power & Utilities Corp., Market Wrap, Asset Allocation, NVR - NVR Inc., Why Gold Prices Are Soaring, ETFs Only Portfolio, China's GDP, BITO - ProShares Bitcoin Strategy ETF, TGB - Taseko Mines Ltd., Act...

Green fintech is revolutionizing the financial industry, with the market expected to reach $540 billion by 2029, growing at a CAGR of 22.4%. This growth is driven by the increasing demand for sustainable finance solutions, the integration of blockchain technology, and supportive government regulations. Major financial institutions such as BlackRock, Goldman Sachs, and HSBC are actively investing in this rapidly expanding sector, highlighting its potential to reshape the future of finance.

Today's Stocks & Topics: CVCO - Cavco Industries Inc., Market Wrap, HIMS - Hims & Hers Health Inc., Green Fintech Revolution: The $540 Billion Market Reshaping Finance, 529 Plan, CVX - Ch...

Value investing strategies are making a comeback, positioning themselves to outperform growth-oriented approaches that have dominated in recent years. Several key factors are contributing to the potential narrowing of the valuation gap between value and growth stocks, including changing market conditions and shifting investor sentiment. As a result, patient investors employing a 'rope-a-dope' strategy may find themselves rewarded in the evolving market landscape.

Today's Stocks & Topics: WSM - Williams-Sonoma Inc., AEHR - Aehr Test Systems, AEP - American Electric Power Co. Inc., Market Wrap, Portfolio Management, Value Investing's Comeback: 4 Reasons It's Set to Outperform Growth, Ro...

In this compilation program, 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: Finance Books, ADRs vs. Buying Foreign Stocks, Buying in Credit Card Companies, KPP Management of ETFs, Asset Allocation, Annuities, Investing in Other Markets, Taking Profits, Insider Buying, Transferring 401k to a Roth 401k, I-R-A Money, Portfolio Diversification, Balancing a Portfolio, What's Wrong With Edward Jones, 401 and 427 Plans, Dual Direction Funds, Expense Ratios.

The yuan carry trade is emerging as a viable strategy for investors, particularly as the yen carry trade faces challenges due to Japan's monetary policy. With China's dovish approach and stable interest rates, traders are finding attractive opportunities in the yuan market. This shift highlights the yuan's potential as a more resilient option in the forex landscape, especially in uncertain economic conditions.

Today's Stocks & Topics: DELL - Dell Technologies Inc. Cl C, Market Wrap, BKNG - Booking Holdings Inc., Yuan Carry Trade: A Rising Forex Strategy Amid Yen Weakness, FHLC - Fidelity MSCI Health Care In...

The recent rally in utility stocks is challenging traditional market indicators, as artificial intelligence and electrification trends drive unprecedented growth in electricity demand. This shift is transforming utilities from defensive plays to potential growth opportunities, with companies like NextEra Energy and WEC Energy Group positioned to benefit from the surge in power consumption by AI technologies and data centers. The changing dynamics in the utility sector may signal a broader market evolution rather than an economic warning.

Today's Stocks & Topics: ULTA - Ulta Beauty Inc., Market Wrap, FOUR - Shift4 Payments Inc., Utility Stocks Surge: AI...

This week is set to be crucial for Bitcoin and the cryptocurrency market, following a notable price surge influenced by the Federal Reserve's recent decisions. The anticipated earnings report from Nvidia may further impact market trends, underscoring the relationship between technology stocks and digital currencies.

Today's Stocks & Topics: ALRM - Alarm.Com Holdings Inc., GEN - Gen Digital Inc., Market Wrap, Bitcoin's Critical Week: Fed-Driven Surge and Nvidia's Influence, 401k to Roth I-R-A Strategy, Ways to Build Your Credit, CX - Cemex S.A.B. de C.V. ADR, TOL - Toll Brothers Inc., Warren Bu...

The upcoming presidential election may significantly influence personal finances and investment strategies, particularly in areas such as taxes, healthcare, and retirement savings. Proposed policy changes could affect tax rates, insurance costs, and retirement account regulations, leading to potential shifts in financial planning. It's important for individuals to consider these factors and maintain a diversified portfolio while focusing on long-term investment goals, as markets typically perform positively over time, regardless of political outcomes.

Today's Stocks & Topics: AVGE - Avantis All Equity Markets ETF, Market Wrap, CHE - Chemed Corp., ENLAY - Enel S.p.A. ADR, Ho...

Trusts serve as powerful tools in estate planning, offering a secure way to protect assets and facilitate smooth wealth transfer to beneficiaries. They provide numerous advantages, including the ability to bypass probate, potentially reduce tax liabilities, and maintain greater control over asset distribution. Understanding the fundamentals of trust planning is essential for anyone seeking to develop a comprehensive estate management strategy, as trusts can be tailored to meet specific financial goals and family circumstances.

Today's Stocks & Topics: INTC - Intel Corp., Market Wrap, AXON - Axon Enterprise Inc., Understanding Trusts: Secure Your Wealth and Legacy, Op...