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InvestTalk 4-5-2024 – 5 Steps for 'Spring-Cleaning' Your Investment Portfolio

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Manage episode 410901153 series 71998
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.


Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
* Learn more at hackerone.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1807 episodes

Artwork
iconShare
 
Manage episode 410901153 series 71998
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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.


Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
* Learn more at hackerone.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1807 episodes

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