InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023? episode artwork

EPISODE · Jan 5, 2024 · 46 MIN

InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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.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

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InvestTalk 1-4-2024 – Are There Sensible Portfolio "Takeaway" Lessons from 2023?

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This episode is 46 minutes long.

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This episode was published on January 5, 2024.

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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,...

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