• Five Trends Shaping Oil, Gas, and Energy in 2025
    Jan 9 2025

    The energy sector stands at a critical crossroads in 2025, with complex geopolitical and technological dynamics reshaping global energy strategies.

    Today's Stocks & Topics: HRB - H&R Block Inc., Market Wrap, VAW - Vanguard Materials ETF, UHT - Universal Health Realty Income Trust, Five Trends Shaping Oil, Gas, and Energy in 2025, MSM - MSC Industrial Direct Co., The Fed Meeting, Employee Stock Options, NDSN - Nordson Corp., K - Kellanova, KLG - WK Kellogg Co., ENB - Enbridge Inc., Investors and Trump 2.0.



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    47 mins
  • Resetting Your Finances for 2025: Strategies for Economic Changes
    Jan 8 2025

    Anticipated economic shifts, including lower interest rates, changes in government policy, and the potential for rising inflation, will make it crucial to adjust your personal finance strategies.

    Today's Stocks & Topics: PRCT - PROCEPT BioRobotics Corp., AAP - Advance Auto Parts Inc., Market Wrap, PLTR - Palantir Technologies Inc., Resetting Your Finances for 2025: Strategies for Economic Changes, CDE - Coeur Mining Inc., AMG - Affiliated Managers Group Inc., New ETFs, GOLD - Barrick Gold Corp., CCI - Crown Castle Inc.



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    47 mins
  • Don’t Compare Your Retirement Investments to the S&P 500
    Jan 7 2025

    Judicious retirement planning should be more nuanced than simply tracking the performance of the S&P 500.

    Today's Stocks & Topics: AEP - American Electric Power Co. Inc., Market Wrap, OLP - One Liberty Properties Inc., China’s Industrial Overcapacity, LMT - Lockheed Martin Corp., Buying Corporate Bonds, Don’t Compare Your Retirement Investments to the S&P 500, COP - ConocoPhillips, PPG - PPG Industries Inc., BWXT - BWX Technologies Inc., Productivity.



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    46 mins
  • Best of Caller Questions
    Jan 4 2025

    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: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.



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    47 mins
  • Best of Caller Questions
    Jan 3 2025

    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: Fixed Index Annuities, Delaware Statutory Trust, 403b Plan Fees, High Yield Savings Account vs. Money Market Fund, Bonds and Treasuries, Transferring Money 401k to IRA, Portfolio Composition and Cyclical Composition, Fully Paid Lending, Earnings Per Share, Credit Card Debt, Charting, Issued Shares, Bonds, Mid and Small Caps, Health Care Investing, The Wash-Sale Rule, Thrift Savings Plan, Where to Invest, Trading Accounts.



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    47 mins
  • Best of Caller Questions - New Year's Day
    Jan 2 2025

    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: Trailing Stops, 529-Plan, Stop Orders, Roth I-R-A Contributions, Tariffs, 403B Plan, Covered Calls, Taking Profits, Inherited I-R-A, Reversion to the Mean, Equity and Retirement, Company's Debt, Roth I-R-A, 401k and META, Bonds, Market Topics, DRIP Stocks.



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    47 mins
  • Best of Caller Questions - New Year's Eve
    Jan 1 2025

    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: Trend Following, Return of Equity and Ret. Of Assets, Quant Investing, Treasuries, Index Funds, Money Market Funds, 401k Withdrawal, Dividend Reinvestment, Short Selling vs. Put Options, Covered Calls, International and Emerging Market, DRIP Stocks, ETFs Analysis, Investment Loss, Roth I-R-A Contributions, Small Caps, Transfer Positions.



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    47 mins
  • Best of Caller Questions
    Dec 31 2024

    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.



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    47 mins