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May 2023
46m 50s

5-29-2023 - Best of Caller Questions - M...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
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Today
What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star
Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving ... Show More
45 m
Yesterday
The Roth Conversion Window
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc ... Show More
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Jul 3
BEST OF CALLER QUESTIONS ~ FRIDAY July 3rd
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: I-R-As, 401k Plan, Compound Frequency, Is It Good Time to Buy Stocks, Fidelity 401k ... Show More
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