InvestTalk

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.

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.

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.

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.

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.

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.

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.

Start by blaming rising housing costs and higher gas prices.

Today's Stocks & Topics: EQNR - Equinor ASA ADR, Market Wrap, SURG - SurgePays Inc., REPX - Riley Exploration Permian Inc., PRFT - Perficient Inc., Why Is Inflation Still So Sticky, NLY - Annaly Capital Management Inc., FLIN - Franklin FTSE India ETF, US Growth, AMT - American Tower REIT, CCI - Crown Castle Inc., DJT - Dow Jones Transportation Average, US Home Building, LYV - Live Nation Entertainment Inc., DIV - Global X SuperDividend U.S. ETF, Market Reaction to Middle East Tensions.

Why Dividends May Not Be a Tax-Efficient Way to Return Capital to Investors.

Today's Stocks & Topics: RMBS - Rambus Inc., PM - Philip Morris International Inc., WIRE - Encore Wire Corp., PWR - Quanta Services Inc., Does a Focus on Dividend Growth Add Value In Down Markets, SBUX - Starbucks Corp., WTS - Watts Water Technologies Inc. Cl A, The Bond Market, YieldMax ETFs, DLR - Digital Realty Trust Inc., Bank Earnings.

The odds are against those who believe this time is different.

Today's Stocks & Topics: BTU - Peabody Energy Corp., Market Wrap, FRT - Federal Realty Investment Trust, ACLS - Axcelis Technologies Inc., The Dangerous Myth of ‘The New Normal’, Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, ADC - Agree Realty Corp., Bank Earnings, SWKS - Skyworks Solutions Inc., GoOdwill and Intangible Assets, SU - Suncor Energy Inc., Morgan Stanley Investigation.

The so-called "supercore" inflation gauge measures services excluding food, energy and housing and it has been roaring higher lately, up more than 8% at a 3-month annualized pace.

Today's Stocks & Topics: TGLS - Tecnoglass Inc., Market Wrap, Stocks on Sale, Does the Fed Have A 'Real Problem' On Its Hands, ET - Energy Transfer LP, CUBE - CubeSmart, WPC - W. P. Carey Inc., Bank Earnings, Robo-Advisors, HEES - H&E Equipment Services Inc., PAYC - Paycom Software Inc., Money Market Prime Funds, MLM - Martin Marietta Materials Inc., LIN - Linde PLC, SIG - Signet Jewelers Ltd., VRSN - VeriSign Inc., GDX - VanEck Gold Miners ETF, Gold.

Workers in their 40s and 50s are generally at their peak earnings level, and therefore may have more complex financial needs than their younger counterparts.

Today's Stocks & Topics: ENPH - Enphase Energy Inc., Market Wrap, MCHP - Microchip Technology Inc., ET - Energy Transfer LP, An Investing 'Road Map' for Mid-Career Accumulators, LOAN - Manhattan Bridge Capital Inc., Consumer Price Index (CPI), I-R-A Rollover, European Bonds vs. US Treasuries, TECK - Teck Resources Ltd. Cl B, Trimming Energy Stocks, Retail Traders, XLI - Industrial Select Sector SPDR ETF.

Alongside the management of interest rates, a key challenge for the Fed is unwinding the quantitative easing used to support asset prices and economic activity over the last 15 years.

Today's Stocks & Topics: GOGL - Golden Ocean Group Ltd., CMI - Cummins Inc., VZ - Verizon Communications Inc., T - AT&T Inc., Market Wrap, RPTX - Repare Therapeutics Inc., AMT - American Tower REIT, What Could Fewer Rate Cuts Mean for Stock Valuations, ADR Shares, Interest Rates, Selling Losses in a Roth I-R-A, Small Business Sentiment, SYLD - Cambria Shareholder Yield ETF, KLG - WK Kellogg Co., SCHD - Schwab US Dividend Equity ETF, S – Sentinel One Inc., Financial Markets.

The Bureau of Labor Statistics reports that the U.S. economy added 303,000 jobs in March, the largest gain in more than a year.

Today's Stocks & Topics: LEU - Centrus Energy Corp., IGR - CBRE Global Real Estate Income Fund, Market Wrap, KBWB - Invesco KBW Bank ETF, Is the Labor Market Healthy and Sustainable, CRWD - Crowdstrike Holdings Inc., Options & Capital Gains, 401k, What’s Wrong with the Economy, SBUX - Starbucks Corp., Retirement and State Taxes, Annuities, MYE - Myers Industries, Inc., CLAR - Clarus Corp., Oil Prices Rally.

First, articulate how you will be selecting your holdings and monitoring them on an ongoing basis.

Today's Stocks & Topics: MDT - Medtronic PLC, Market Wrap, 5 Steps for 'Spring-Cleaning' Your Investment Portfolio, PM - Philip Morris International Inc., Cash Investment, InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., EQH - Equitable Holdings Inc., Cyber Security, GEO - GEO Group Inc., QLYS - Qualys Inc., Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline, CHK - Chesapeake Energy Corp., Stocks Splits.

Roughly half of U.S. households have a retirement account, but many lower-income earners have financial priorities that may compete with retirement savings.

Today's Stocks & Topics: NI - NiSource Inc., Market Wrap, FIW - First Trust Water ETF, Are 53% of Americans Behind on Retirement Planning and Savings, Australian Stocks, BNTX - BioNTech SE ADR, EVLV - Evolv Technologies Holdings Inc., InvestTalk Market Madness Match Up: CYTK - Cytokinetics Inc., CNM - Core & Main Inc., EQH - Equitable Holdings Inc., AES - AES Corp., Oil Refinery Capacity, HTGC - Hercules Capital Inc., OBDC - Blue Owl Capital Corp.

The Biden administration wasn't generous with its payments boost for private Medicare plans and that decision has put more pressure on insurers.

Today's Stocks & Topics: BTG - B2Gold Corp., Market Wrap, FITB - Fifth Third Bancorp, Why Are Health Stocks Taking a Hit, DIS - Walt Disney Co., ODFL - Old Dominion Freight Line Inc, InvestTalk Market Madness Match Up: VRT - Vertiv Holdings LLC, CYTK - Cytokinetics Inc., CENX - Century Aluminum Co., CNM - Core & Main Inc., MTD - Mettler-Toledo International Inc., EQH - Equitable Holdings Inc., UK Stocks, TVK.TO - TerraVest Industries Inc., ETR - Entergy Corp., What It Takes to Retire.

Despite the recent rise in interest rates, cash is not a good long-term home for your wealth.

Today's Stocks & Topics: DFMIX - Davidson Multi-Cap Equity Fund, Market Wrap, Trade Within Your I-R-A, Why Cash May Be Riskier Than You Think, PRDO - Perdoceo Education Corp., SCHD - Schwab US Dividend Equity ETF, InvestTalk Market Madness Match Up: AES - AES Corp., D - Dominion Energy Inc., KMB - Kimberly-Clark Corp., MPC - Marathon Petroleum Corp., Gold, EMR - Emerson Electric Co., MAS - Masco Corp., SBSI - Southside Bancshares Inc., Fed Cuts.

The recent stock market rally and the surprisingly resilient U.S. economy are reliant on an uneasy balancing act between the U.S. Treasury market, the oil market and struggling regional banks.

Today's Stocks & Topics: Gold Bullion Returns, Oil, CCL - Carnival Corp., Market Wrap, Could the Bull Market Unravel?, GDX - VanEck Gold Miners ETF, Fiscal Dominance, INSP - Inspire Medical Systems Inc, RMD - ResMed Inc., AGNC - AGNC Investment Corp., InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., HD - Home Depot Inc., DEC - Diversified Energy Company PLC.

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.

Some forms that may not be on your radar could drastically raise or lower your bill for tax year 2023.

Stocks:EQNR Equinor ASA ADR (NYS); OPRA Opera Ltd. ADR (NAS); FANG Diamondback Energy Inc. (NAS); VZ Verizon Communications Inc. (NYS); GE General Electric Co. (NYS); MPC Marathon Petroleum Corp. (NYS); PSX Phillips 66 (NYS); VLO Valero Energy Corp. (NYS); AOS A.O. Smith Corp. (NYS)

Justin’s topics:Market Wrap-up for today 3/28/24, China’s exports declining, AI and healthcare, plus the Market Madness contest matchups for Monday 4/1/24.

Here are the MATCHUPS for … Monday’s 4/1/24 competition:

NEW ECONOMY REGION– Vertiv Holdings (VRT) vs. Blend Labs Inc (BLND), Cytokinetics Inc (CYTK) vs. Frontier Communications Pare (FYBR)

OLD ECONOMY REGION– Sinclair Inc (SBGI) vs. Century Alum Co (CENX), Core and Main Inc (CNM) vs. Eaton Corp PLC (ETN)

As the Federal Reserve prepares to lower interest rates, the central bank is being careful not to repeat past mistakes—like prematurely loosening rates.

Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Market Wrap, SPHY - SPDR Portfolio High Yield Bond ETF, PANW - Palo Alto Networks Inc., HEES - H&E Equipment Services Inc., MRTN - Marten Transport Ltd., CHRW - C.H. Robinson Worldwide Inc., AES - AES Corp., CLX - Clorox Co., CMCO - Columbus McKinnon Corp., D - Dominion Energy Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., OKE - ONEOK Inc., MPC - Marathon Petroleum Corp., Baltimore Bridge Collapse, WBD - Warner Bros. Discovery Inc. Series A, ONTO - Onto Innovation Inc., VISA & MasterCard Swipe Fees Lawsuit.

Tech companies in the real estate space could be winners because it is more feasible for people to start the home-buying process without the aid of a real estate agent.

Today's Stocks & Topics: AXP - American Express Co., Market Wrap, Baltimore Bridge Collapse, Who or What Might Benefit from the National Association of Realtors Lawsuit Settlement, VTV - Vanguard Value ETF, BRKB - Berkshire Hathaway Inc. Cl B, Cape Ratio, InvestTalk Market Madness Match Up: MTD - Mettler-Toledo International Inc., URBN - Urban Outfitters Inc., GPS - Gap Inc., LULU - Lululemon athletica inc., EQH - Equitable Holdings Inc., VITL - Vital Farms Inc., HD - Home Depot Inc., BRBR - BellRing Brands Inc., EU Digital Markets Act, PI - Impinj Inc., UNIT - Uniti Group Inc., Fed Meeting.

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize.

Today's Stocks & Topics: JETS - U.S. Global Jets ETF, GOLD - Barrick Gold Corp., Market Wrap, Housing Market Predictions for 2024 to 2028, NGLOY - Anglo American PLC ADR, InvestTalk Market Madness Match Up: SCCO - Southern Copper Corp., SBGI - Sinclair Inc. Cl A, CENX - Century Aluminum Co., PR - Permian Resources Corp., OVV - Ovintiv Inc., CNM - Core & Main Inc., LII - Lennox International Inc., ETN - Eaton Corp. PLC, Demand for Gold, Covered Call ETFs, Short Treasury Bonds, Foreign Stock.

Many CEOs claim economic strain to justify layoffs in the finance, tech, and media sectors— but it can seem as if corporations are doing better than ever.

Today's Stocks & Topics: CCCC - C4 Therapeutics Inc., InvestTalk Market Madness Match Up Part: VRT - Vertiv Holdings LLC, RBLX - Roblox Corp., BLND - Blend Labs Inc., MSI - Motorola Solutions Inc., CYTK - Cytokinetics Inc., HALO - Halozyme Therapeutics Inc., FYBR - Frontier Communications Parent Inc., Are CEOs and Shareholders Taking A Greater Slice of Profits Than One Might Think, SPYI - NEOS S&P 500 High Income ETF, QQQI - NEOS Nasdaq 100 High Income ETF, DOC - Healthpeak Properties Inc., Oil Demand, AVUV - Avantis U.S. Small-Cap Value ETF, SPGP - Invesco S&P 500 GARP ETF, INVE.B - Investor AB Series B, Immigration Policies.

This challenge requires perspective, and index funds are not a default option— as they can be in many other asset classes.

Today's Stocks & Topics: OXY - Occidental Petroleum Corp., RIO - Rio Tinto PLC ADR, SMCI - Super Micro Computer Inc., InvestTalk Market Madness Match Up Part 1: AES - AES Corp., VST - Vistra Corp., CLX - Clorox Co., SKT - Tanger Inc., CMCO - Columbus McKinnon Corp., SUN - Sunoco L.P., Can You Protect Your Portfolio Against Bond Price Drops, Market Wrap, AMDL - GraniteShares 2x Long AMD Daily ETF, MSFL - GraniteShares 2x Long MSFT Daily ETF, RDDT - Reddit Inc., FBASF - Fibra Uno Administracion S.A. de C.V., InvestTalk Market Madness Match Up Part 2: D - Dominion Energy Inc., SPG - Simon Property Group Inc., IRM - Iron Mountain Inc., RHP - Ryman Hospitality Properties Inc., KMB - Kimberly-Clark Corp., PRU - Prudential Financial Inc., LAMR - Lamar Advertising Co. Cl A, OKE - ONEOK Inc. 

Small modular reactors (SMRs) are being developed as a potential solution for providing clean energy to remote oil and gas facilities.

Today's Stocks & Topics: OKE - ONEOK Inc., Market Wrap, Buying Options, VTI - Vanguard Total Stock Market ETF, Can Nuclear Power “Decarbonize” the Oil and Gas Industry, OMAB - Grupo Aeroportuario del Centro Norte S.A.B. de C.V. ADR, InvestTalk Market Madness Match Up Part 1, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, Bank of Japan, BA - Boeing Co., InvestTalk Market Madness Match Up Part 2.

As a shareholder, you have certain legal privileges, and you should know how to exercise them.

Today's Stocks & Topics: SCCO - Southern Copper Corp., Market Wrap, BCO - Brink's Co., The 10 Most Important Shareholder Rights, U - Unity Software Inc., GE - General Electric Co., InvestTalk Market Madness Match Up Part 1, EQAL - Invesco Russell 1000 Equal Weight ETF, CNX - CNX Resources Corp., InvestTalk Market Madness Match Up Part 2.

The sector has borrowed too much money and a jump in people working from home has emptied many offices in the United States, pummeling the value of property assets.

Today's Stocks & Topics: FNMA - Fannie Mae, Market Wrap, NKE - Nike Inc. Cl B, US Office Market Is World's Most Oversupplied, InvestTalk Market Madness Match Up, Interest Rates.

Automakers, including Ford, GM, Volkswagen, and Mercedes-Benz, are scaling back or delaying their electric vehicle plans.

Today's Stocks & Topics: AAPL - Apple Inc., CELH - Celsius Holdings Inc., Is EV Euphoria Dead, RSPG - Invesco S&P 500 Equal Weight Energy ETF, Investor Looking for Advice, National Association of Realtors' Settlement, KPP Newsletter, OUT - Outfront Media Inc., LAMR - Lamar Advertising Co. Cl A, MKL - Markel Group Inc., FNILX - Fidelity ZERO Large Cap Index Fund, Investment Scam Warning.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged.

Today's Stocks & Topics: CRM - Salesforce Inc., SUN - Sunoco L.P., MSFT - Microsoft Corp., BGS - B&G Foods Inc., The Race for Electricity, Retirement Strategy, MCK - McKesson Corp., FNV - Franco-Nevada Corp., U.S. vs China.

Proper accounting of cost basis is essential to avoid paying more in taxes.

Today's Stocks & Topics: EQT - EQT Corp., DOX - Amdocs Ltd., Tax-Efficient Portfolio Makeovers May Be Less Painful Than You Think, LEG - Leggett & Platt Inc., Mining Sector, CHRD - Chord Energy Corp., COP - ConocoPhillips, Gold Prices, PG - Procter & Gamble Co.

Cash has built up in money market funds over the past two years as the Federal Reserve raised short-term interest rates to their highest levels since the onset of the financial crisis in 2008.

Today's Stocks & Topics: AAPL - Apple Inc., GOOG - Alphabet Inc. Cl C, Market Wrap, MOD - Modine Manufacturing Co., Is There Really a Historic Level of Cash on the Stock Market’s Sidelines?, WW - WW International Inc., China, CRM - Salesforce Inc., CONY - YieldMax COIN Option Income Strategy ETF, ORA - Ormat Technologies Inc., The Economics of Skiing.

As retailers compete for grocery shoppers, some of the big names in the business have zeroed in on the same strategy: get deliveries to customers’ doors quickly.

Today's Stocks & Topics: TSN - Tyson Foods Inc. Cl A, How to Calculate a Company’s Debt, Competition Heats Up for Big Retailers in the Grocery Game, DASH - Door Dash Inc., New Banking Rules, QCOM - Qualcomm Inc., Roth 401k as A Down Payment on a House, VCLT - Vanguard Long-Term Corporate Bond ETF, CWEN - Clearway Energy Inc. Cl C, China vs. Tesla and Apple.

Inflation dropped sharply in 2023 after reaching its highest level in over 40 years in 2022, and for 2024, a case can be made for inflation returning to normal levels-- the Fed's 2% target.

Today's Stocks & Topics: GPS - Gap Inc., SOFI - SoFi Technologies Inc., Is It Realistic to Expect Inflation to Fall in 2024, OPRA - Opera Ltd. ADR, KPP Premium Newsletter, The Jobs Report, VSH - Vishay Inter-technology Inc. or SWKS - Skyworks Solutions Inc., SAIA - Saia Inc., IAU - iShares Gold Trust, SFM - Sprouts Farmers Market Inc., SPTN - SpartanNash Co., Booming Jobs in the Country.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

Maintaining exposure to high-quality stocks is harder than it might seem.

Today's Stocks & Topics: WBA - Walgreens Boots Alliance Inc., AAPL - Apple Inc., CPNG - Coupang Inc., GOOG - Alphabet Inc. Cl C, SOFI - SoFi Technologies Inc., GLW - Corning Inc., Productivity, MLI - Mueller Industries Inc., 457 Retirement Plan, Term Premiums.

For retirees who prioritize stability, the availability of safe, stable cash flows from bonds argues for a more conservative portfolio positioning.

Today's Stocks & Topics: TTD - Trade Desk Inc. Cl A, SD - SandRidge Energy Inc., BX - Blackstone Inc., LXU - LSB Industries Inc, PCG - PG&E Corp., SMLR - Semler Scientific Inc., Gold.

What you need to know about the advantages and risks of investing in gold.

Today's Stocks & Topics: SWBI - Smith & Wesson Brands Inc., OPP - RiverNorth/DoubleLine Strategic Opportunity Fund Inc., Entry Point, Housing Market, URNM - Sprott Uranium Miners ETF, KO - Coca-Cola Co.

Justin's PERSPECTIVE concerns the history of Real Estate Investment Trusts (REITs).

Rising interest sparked elevated Treasury yields, thus representing a headwind to prices of longer-dated bonds.

Today's Stocks & Topics: How to Predict Profit, HUN - Huntsman Corp., GOOG - Alphabet Inc. Cl C, MUSA - Murphy USA Inc., AXP - American Express Co., PANW - Palo Alto Networks Inc., NVDA - NVIDIA Corp., TSN - Tyson Foods Inc. Cl A, Convertible Bonds.

Buyers of U.S. Treasuries have been changing, and the shift could have broad implications for the U.S. economy.

Today's Stocks & Topics: LI - Li Auto Inc. ADR, IMPP - Imperial Petroleum Inc., VERV - Verve Therapeutics Inc., Young Investor Asking for Advice, HTGC - Hercules Capital Inc., Banks, ABEV - Ambev S.A. ADR, Activist Investors.

There are two ways for investors to affect corporate behavior: from the outside and from the inside.

(Let's talk about how equity shareholders have gained their voices—and will probably continue to do so.)

Today's Stocks & Topics: SNOW - Snowflake Inc., SPSM - SPDR Portfolio S&P 600 Small Cap ETF, BWXT - BWX Technologies Inc., AAPL - Apple Inc., CRWD - CrowdStrike Holdings Inc. Cl A, Mergers of Equals, ALB - Albemarle Corp., FIGS - FIGS Inc., Chinese Metal Demand.

With just 30 components, the Dow Jones Industrial Average is a smaller average than the S&P 500 and the DOW is weighted by the share price of the stocks instead of the total market value of the companies.

Today's Stocks & Topics: WM - Waste Management Inc., KPP Portfolio Review, The Japanese Stock Market, SSUMY - Sumitomo Corp. ADR, BMRC - Bank of Marin Bancorp, National Association of Realtors, PFE - Pfizer Inc., Fidelity 401k Plan, POOL - Pool Corp., SAM - Boston Beer Co. Cl A, CEOs Are Considering Rising Prices.

If approved, the merger would enable Capital One to leapfrog JPMorgan as the biggest credit card company by loans, but there's more to the deal.

Today's Stocks & Topics: EQT - EQT Corp., Volume and Capitulation, FOX - Fox Corp. Cl B, Asset Classes, BATRK - Atlanta Braves Holdings Inc. Series C, A-I Hype, IBKR - Interactive Brokers Group Inc., China and the Solar Market.

In the U.S., passive investing has become more popular than active investing——what’s next for the long-running trend?

Today's Stocks & Topics: T - AT&T Inc., DIS - Walt Disney Co., Relative Strength, Corporate Governance, HIMS - Hims & Hers Health Inc., TDOC - Teladoc Health Inc., MSFT - Microsoft Corp., Reverse Repo Facility (RRP).

Understanding 6 qualities of the best indexes can help investors choose among thousands of index funds.

Today's Stocks & Topics: VFC - VF Corp., SSNT - SilverSun Technologies Inc., The Magnificent 7, RIO - Rio Tinto PLC ADR, Oil Markets, ENB - Enbridge Inc., PCG - PG&E Corp., Warren Buffett Has a Lot of Cash.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.

Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.

Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued.

Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bond ETF, Capital One and Discover Deal, Healthcare Sector, VHT - Vanguard Health Care ETF, JEPI - JPMorgan Equity Premium Income ETF, SCHD - Schwab US Dividend Equity ETF, ESS - Essex Property Trust Inc., Invest in US Farmland, TROW - T. Rowe Price Group Inc., Tax Exempt, Recession, Japan.

Some of the industry’s key decision-makers expect even more evolution ahead.

Today's Stocks & Topics: BKE - Buckle Inc., PLTR - Palantir Technologies Inc., GOLD - Barrick Gold Corp., ADDYY - Adidas AG ADR, Russia-Ukraine War, SWKS - Skyworks Solutions Inc., PEAK - Healthpeak Properties Inc., O - Realty Income Corp., Savings and Stocks, 401K Plan, Property Debt, AMZA - InfraCap MLP ETF.

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: Home Builders, Internal Rate of Return, Roth I-R-A & K1, What to Do With Extra Money, Where to Invest, Roth I-R-A, Retirement, What to Do When a Company Goes Down 90%, Stock Screeners, Silver, ETFs, Investing, Profit-Taking.

What you need to know about the advantages and risks of investing in real estate.

(Real estate is a broad asset class that includes both public and private investments as well as both equity and debt securities.)

Today's Stocks & Topics: XYL - Xylem Inc., HLLY - Holley Inc., CVS - CVS Health Corp., Commodities, Private Equity, VXUS - Vanguard Total International Stock ETF, Amazon, Staying in the Market, Hedge Funds.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

In short, today’s Social Security discussions are the product of arbitrary decisions that have no effect on the nation’s financial health.

Today's Stocks & Topics: MNDY - Monday.com Ltd., XMHQ - Invesco S&P MidCap Quality ETF, Investing in Pre-IPO Companies, CIVI - Civitas Resources Inc., SNA - Snap-On Inc., Retail Sales, GDX - VanEck Gold Miners ETF, CEIX - CONSOL Energy Inc., ARCH - Arch Resources Inc., Commodities, META - Meta Platforms Inc., STAA - Staar Surgical Co., EBAY - eBay Inc., WINA - Winmark Corp., Economic Growth. 

Experts say there are tried-and-true payoff strategies.

Today's Stocks & Topics: SQM - Sociedad Química y Minera De Chile S.A. ADR, GIS - General Mills Inc., Energy Sector, FANG - Diamondback Energy Inc., PYPL - PayPal Holdings Inc., Rebalancing, Spreadsheets, SKX - Skechers USA Inc. Cl A, The EV Market.

As the industry deepens its foothold in products for traditional wealth management clients, participants have flagged potential byproducts of the trend, including the risk of cherry-picking.

Today's Stocks & Topics: CNHI - CNH Industrial N.V., TECK - Teck Resources Ltd. Cl B, SNA - Snap-On Inc., BKR - Baker Hughes Co., Commercial Real Estate Market, OGI - OrganiGram Holdings Inc., BTI - British American Tobacco PLC ADR, IEP - Icahn Enterprises L.P., KRP - Kimbell Royalty Partners L.P., Solar Industry.

One trader argues that people "overly" fixate on "downside risks" around China and the US supply, ignoring potential demand upside.

(Signs of weakness in China’s economy are fueling worries about oil demand.)

Today's Stocks & Topics: BG - Bunge Global S.A., CCJ - Cameco Corp., Canadian Oil, PENN - PENN Entertainment Inc., MCRI - Monarch Casino & Resort Inc., RIG - Transocean Ltd., Market Evaluation, CVS - CVS Health Corp., Investors and The Election.

A strong case can be made that value stocks remain the most undervalued.

(Consider your allocation based on your risk profile between equity and fixed income.)

Today's Stocks & Topics: INTC - Intel Corp., Super-Bowl Ads, META - Meta Platforms Inc., CTVA - Corteva Inc., AMAT - Applied Materials Inc., MGA - Magna International Inc., Dividend Investing, CMCSA - Comcast Corp. Cl A, CHTR - Charter Communications Inc. Cl A, The Economy, ARM - Arm Holdings PLC ADR, Amazon.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

Risks associated with artificial intelligence have grown with the use of GenAI and, to create the best protection plan, companies must first understand their risk.

Today's Stocks & Topics: HPE - Hewlett Packard Enterprise Co., Covered Calls, AAPL - Apple Inc., ETFs, ADM - Archer Daniels Midland Co., Income in Retirement, APD - Air Products & Chemicals Inc., LIN - Linde PLC, ETFs, EQNR - Equinor ASA ADR, Rents.

One analyst thinks that the U.S. stock market is in a “very dangerous” spot because strong jobs numbers and wage growth suggest the Fed’s interest rate hikes have not had the desired effect.

Today's Stocks & Topics: XLK - Technology Select Sector SPDR ETF, AMGN - Amgen Inc., DNN - Denison Mines Corp., BG - Bunge Global S.A., TCEHY - Tencent Holdings Ltd. ADR, Americans and the Economy, BMY - Bristol Myers Squibb Co., Senior Bank Lending Officers.

Justin's PERSPECTIVE looks at The Law of Large Numbers and how it relates to stock market dynamics... and finance in general.

The job cuts were driven by broader economic trends and a strategic shift towards increased automation.

Today's Stocks & Topics: VALE - Vale S.A. ADR, METC - Ramaco Resources Inc. Cl A, SHEL - Shell PLC ADR, APD - Air Products & Chemicals Inc., Pharmaceutical Industry, LUMN - Lumen Technologies Inc., UPS - United Parcel Service Inc. Cl B, Profit-Taking, Timeshares.

Traders—and the Fed itself—are notoriously bad at predicting interest rate moves.

Today's Stocks & Topics: VTGN - VistaGen Therapeutics Inc., POWL - Powell Industries Inc., NYCB - New York Community Bancorp Inc., META - Meta Platforms Inc., Shipping Lanes, HCC - Warrior Met Coal Inc., Crypto ETFs.

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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.

One veteran portfolio manager holds the view that we’ve been in a truly extraordinary period since the early 1980s--- but things have now returned to normal.

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., TRMLF - Tourmaline Oil Corp., AAPL - Apple Inc., 15% Global Minimum Tax, MGRC - McGrath RentCorp, TFX - Teleflex Inc., D - Dominion Energy Inc., Fixed Rate Debt.

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 - Tecnoglass Inc., NOC - Northrop Grumman Corp., Investing.

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., “Dumb Money” Movie, ZTS - Zoetis Inc., 529 Plan, The Sahm Rule. 

Justin's PERSPECTIVE today concerns a new Department of Labor classification rule that could "Disrupt the U.S. Gig Economy'.

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, FLMX - Franklin FTSE Mexico ETF, Four Big Recession Indicators, Silver, China Stocks.

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 Corp., Liquidity, Retirement, SCI - Service Corp. International, What To Do When a Company Goes Down 90%, Luxury Brands.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

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 Group Inc., Where to Invest, BTI - British American Tobacco PLC ADR, Insurance Companies,Gross Domestic Product (GDP), IRBO - iShares Robotics & Artificial Intelligence Multisector ETF, VZ - Verizon Communications Inc., Stock Screeners, Chinese Investors.

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 100 ETF, XOM - Exxon Mobil Corp., META - Meta Platforms Inc., SSO - ProShares Ultra S&P 500, CBRL - Cracker Barrel Old Country Store Inc., T+1 Settlement, The Wash Rule, VO - Vanguard Mid-Cap ETF, Tesla Earnings, CCJ - Cameco Corp., Leverage.

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 Services Inc, ADM - Archer Daniels Midland Co., Active vs. Passive Investment, TTD - Trade Desk Inc. Cl A, China, LYB - LyondellBasell Industries N.V. Cl A, CE - Celanese Corp., Environmental, social and governance (ESG).

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 - Eastman Chemical Co., Internal Rate of Return, AZO - AutoZone Inc., Roth I-R-A and K1, The Stock Market, Home Builders, EQIX - Equinix Inc., The Consumer.

Wide-moat companies carry sound balance sheets but there are other attributes to consider.

Today's Stocks & Topics: UNM - Unum Group, MCD - McDonald's Corp., BSTZ - BlackRock Science & Technology Term Trust, BMEZ - BlackRock Health Sciences Term Trust, Consumer Sentiment, HMC - Honda Motor Co. Ltd. ADR, NFLX - Netflix Inc., The Corporate Bond Market.

Analysts say non-performing loans, or loans to debtors that haven’t made a payment in over 90 days, rose to a combined $24.4 billion in the last quarter of 2023.

(JPMorgan Chase, Bank of America, Wells Fargo and Citigroup could be at risk of losing $24 billion.)

Today's Stocks & Topics: PRDO - Perdoceo Education Corp., I-R-A Contributions, UUUU - Energy Fuels Inc., SWBI - Smith & Wesson Brands Inc., Consumer Report, LVMUY - LVMH Moet Hennessy Louis Vuitton ADR, SNEX – Stone X Group Inc., A-I Jobs, HD - Home Depot Inc., FANG - Diamondback Energy Inc.

Uncertainty over inflation, a recession, and the Fed's interest rate policy could mean continued wide swings in the bond market.

Today's Stocks & Topics: RGR - Sturm Ruger & Co., AVUV - Avantis U.S. Small-Cap Value ETF, PSCI - Invesco S&P SmallCap Industrials ETF, The FED Rates vs. Long Term Rates, Domestic Stocks vs. Foreign Stocks, UTI - Universal Technical Institute Inc., FOXF - Fox Factory Holding Corp., Active Managed Account, Bitcoin ETFs.

When investing, you don’t know what you don’t know.

Today's Stocks & Topics: PEP - PepsiCo Inc., PSCE - Invesco S&P SmallCap Energy ETF, Investors Questions in 2024, BYND - Beyond Meat Inc., C - Citigroup Inc., GGG - Graco Inc.

In this compilation program, Steve Peasley field a variety of finance and investment questions from callers across the United States and around the world.

Today's Stocks & Topics: Asset Allocation and Market Valuation, Bond Exposure, Credit Card Debt, Where to Invest After 70, China's Economy, Bonds and Junk Bonds, Investment Variable Annuities, Closed-End Funds, Fundamental Analysis, Low Risk Investment, Required Distributions, RMDs, Young Investor, Target Price to Sell, Retirement Funds Management.

The total cost of owning an exchange-traded fund can be roughly split into two parts: holding costs and transaction costs.

(Fees are only a small part of the equation.) 

Today's Stocks & Topics: SWK - Stanley Black & Decker Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, MPW - Medical Properties Trust Inc., AGM - Federal Agricultural Mortgage Corp. Cl C, 529 Plan, Bank Earnings.

Aiming for accurate predictions around risk is a fool’s game, so rather than predict, it is wiser to prepare. 

(Today’s risks might feel elevated, so what really matters?)

Today's Stocks & Topics: AMD - Advanced Micro Devices Inc., Dollar Cost Average, HUN - Huntsman Corp., New Bitcoin ETF, Uranium, CRM - Salesforce Inc., FNV - Franco-Nevada Corp., A-I.

The private credit boom is neither ephemeral or a niche phenomenon and, according to The Wall Street Journal, it is a major secular trend.

Today's Stocks & Topics: BMY - Bristol Myers Squibb Co., SEP I-R-A, Market Value, ORI - Old Republic International Corp., EG - Everest Group Ltd., STAG - STAG Industrial Inc, Lates Fed News.

Against the backdrop of SEC Chair Gary Gensler’s long-running fight with the crypto industry, 13 companies have filed for a spot bitcoin ETF. 

Today's Stocks & Topics: PANW - Palo Alto Networks Inc., UBER - Uber Technologies Inc., Money Management, BA - Boeing Co., COR - Cencora Inc., Jobs Report, Interest and Economic Growth, APA - APA Corp., Blackstone Real Estate Income Trust Inc.

One expert predicts that a broad range trade in U.S. equities will be seen in 2024, with significant dispersion and much less velocity than the prior four years.

Today's Stocks & Topics: XPO - XPO Inc., Become a Financial Advisor, AMZN - Amazon.com Inc., FMC - FMC Corp., CTVA - Corteva Inc., Sectors, Supply Chain, FLIN - Franklin FTSE India ETF, Earnings Season.

Justin's PERSPECTIVE looks at the history of the Dow Jones Industrial Average (DJIA) and reveals the name of the only remaining company that was one of the original 12 listed companies... in 1896.

Inflation is obviously the 'silent assassin', but you may be able to spend more than you think.

(If we understand that our real-time spending requirements decline in retirement, then we can find more comfort about what we might need. We should understand the concept of health span versus life span and the phases of retirement.) 

Today's Stocks & Topics: NVDA - NVIDIA Corp., Commodities, AIRC - Apartment Income REIT Corp., Jobs Report, The Warehouse Industry, 2024 Predictions.

As you adjust your investment portfolio for 2024, experts say that “Don’t fight the Fed” is one good example.

Today's Stocks & Topics: ORCL - Oracle Corp., CWCO - Consolidated Water Co. Inc., TREX - Trex Co. Inc., Paying-off Auto Loans Early, Covered Calls Strategy, Oil Companies, BRKB - Berkshire Hathaway Inc. Cl B, Auto Industry, OKEO - NEOK Inc., WMB - Williams Cos.

Experts say bonds are really back, cash isn’t king, and they suggest portfolio strategies to consider.

Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., SFM - Sprouts Farmers Market Inc., VEGI - iShares MSCI Agriculture Producers ETF, FNV - Franco-Nevada Corp., Roth I-R-A, The Latest Fed Meeting, AFRM - Affirm Holdings Inc. Cl A, Following Other Investors Moves, ICLN - iShares Global Clean Energy ETF, Convertible Debt.

Experts say that the shift in crude supply from the Middle East to the U.S. and other Atlantic countries is “profoundly impacting" the global oil trade.

Today's Stocks & Topics: ALLY - Ally Financial Inc., The Stock Market, PXD - Pioneer Natural Resources Co., Domestic Economic Risk, FIW - First Trust Water ETF, Central Banks.

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: CDs, Roth 401k vs. Roth I-R-A, Interest Rates, Dividend Reinvestment, Buying Stocks for a 11-Year-Old, Oil and Stock Prices, 401k, Tax-Loss Harvesting, Bonds, Is It Time to Take Profits, I-R-A Contributions, Short-Term Bonds, Delisted Stocks, Options, Value Stocks and Growth Stocks.

In a December survey, 76% of economists said they believe the chance of a recession in the next 12 months is 50% or less.

Today's Stocks & Topics: VT - Vanguard Total World Stock ETF, Options, FCX - Freeport-McMoRan Inc., Uranium, MOD - Modine Manufacturing Co., TEX - Terex Corp., CFA – Victory Shares US 500 Volatility Wtd ETF.

Inflation adjustments and the phase-in of legislation known as 'Secure 2.0' will have implications for retirement savers and retirees.

Today's Stocks & Topics: 401k, STLD - Steel Dynamics Inc., CCJ - Cameco Corp., POWL - Powell Industries Inc., Capital Gains, Young Investors, QQQ vs. QQQM, Cash in Money Markets.

A 401(k) account is useful but not always the best option and different retirement plans could be a better fit for you.

Today's Stocks & Topics: RDFN - Redfin Corp., CXT - Crane NXT Co., BLBD - Blue Bird Corp., Budget Deficit, CALF - Pacer US Small Cap Cash Cows 100 ETF, PCAR - Paccar Inc., Consumer Sentiment.

There are all different types of annuities, but the majority are not necessarily good for you.

Today's Stocks & Topics: DOV - Dover Corp., CPRT - Copart Inc., BABA - Alibaba Group Holding Ltd. ADR, Speculative Era, GNLX - Genelux Corp., Options.

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: Covered Calls, Cash Balance Plan, Portfolio Management, On Balance Volume, Target Price to Sell, The Housing Market, First-Time Home Buyer, Variable Annuities, Mutual Funds, Value Stocks and Growth Stocks, Investments & Taxes, Fundamental Analysis.

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: Cash-Out Refinance, Dividends & Taxes, Moving Averages, Cash, Treasuries, Roth I-R-A Contributions, Buying Vacation Properties, Equity Portfolio Allocation, Diversified Portfolio, Precious Metals Miners, Treasury Yields, How Should An 18-Year-Old Get Started In Investing, Closed-end Funds, Special-purpose Acquisition Company – SPAC.

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: SWK - Stanley Black & Decker Inc., Options Trading and Taxes, AES - AES Corp., Which Countries Had a Great Year, Short-Term Bonds, CLVT - Clarivate PLC, GE - General Electric Co., Bitcoin.

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, SLVM - Sylvamo Corp., Economic Growth, CNC - Centene Corp., BIIB - Biogen Inc., INTC - Intel Corp., Middle East Crisis.

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 Stocks & Topics: JXN - Jackson Financial Inc., Roth 401k vs. Roth I-R-A, Higher Interest Rates , ACMR - ACM Research Inc. Cl A, AMKR - Amkor Technology Inc., Interest Rates and the Housing Market, CF - CF Industries Holdings Inc., ADDYY - Adidas AG ADR, NKE - Nike Inc. Cl B, MSM - MSC Industrial Direct Co., COP28 Conference, EME - EMCOR Group Inc., FIX - Comfort Systems USA Inc., ELF - E.L.F. Beauty Inc., PBA - Pembina Pipeline Corp. 

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 Devices Inc., TXN - Texas Instruments Inc., MEME ETF, TNK - Teekay Tankers Ltd., Paying-Off Debt, Hedge Funds Industry, ASC - Ardmore Shipping Corp., China.

Justin's PERSPECTIVE looks at the distribution of global GDP over time in relation to the global stock market.

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 ETF, DE - Deere & Co., Cliff Asness, Losses and Interests, XOM - Exxon Mobil Corp., XOM - Exxon Mobil Corp.

Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.

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 Airlines Co., REAX - Real Brokerage Inc., CAJPY - Canon Inc. ADR, NINOY - Nikon Corp. ADR, Is It Time to Take Profits, Nuclear Development in China.

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: Stock Evaluation, Municipal Bonds, EV Sector, Options Trading, Retirement, Treasury Bonds, Gold, 401k, LG Energy Solutions and Toyota, What Types of Companies Should We Keep, Is The Stock Market Manipulated, Earnings, Chinese Stocks, Roth I-R-A & Dividends, Savings and Spending.

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, dominated by a small number of very successful firms, are associated with less efficient capital allocation, sluggish initial public offering and innovation activity, and slower economic growth.)

Today's Stocks & Topics: COST - Costco Wholesale Corp., HSY - Hershey Co., FSLR - First Solar Inc., IAU - iShares Gold Trust, GLD - SPDR Gold Shares, Variable Annuities, Advice for a First-Time Home Buyer, REITs, DLR - Digital Realty Trust Inc., Fundamental Analysis.

California metro regions were ranked as the least-affordable while Midwest metros were the most affordable.

(So, will listing prices ease in 2024? And, if yes, where?)

Today's Stocks & Topics: UROY - Uranium Royalty Corp., TGT - Target Corp., VASO - Vaso Corp., Luxury Market, ITT - ITT Inc., Market Signals.

Justin's PERSPECTIVE looks at the story of US Dollar Dominance.