EPISODE · Feb 4, 2021 · 46 MIN
2-3-2021: 5 Must-Haves in Your 2021 Financial Plan
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
A new year offers everyone an opportunity to revisit their financial priorities and to document them in a written financial plan.Today's Stocks & Topics: EQIX - Equinix Inc., NVR - NVR Inc., MSCI - MSCI Inc., DIS - Walt Disney Co., Robin Hood, NKLA - Nikola Corp., GWPH - GW Pharmaceuticals PLC ADR, ECL - Ecolab Inc., MHH - Mastech Digital Inc., MNKD - MannKind Corp., DG - Dollar General Corp.TRIVIA QUESTION: "The coronavirus event has caused continuing UNCERTAINTY-- so, what percentage of American consumers have admitted they DO NOT trust the stock market? And beyond COVID, what has been revealed as the MOST prevalent factor causing distrust?"Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
NOW PLAYING
2-3-2021: 5 Must-Haves in Your 2021 Financial Plan
No transcript for this episode yet
Similar Episodes
May 14, 2026 ·41m
May 13, 2026 ·44m
Apr 28, 2026 ·44m