Is the market shifting from momentum to value? Today I discuss recent trends in stocks and their possible effect on future markets.

The last several trading days have shown this transition from moment to value stocks. However, the last 8 months have shown a big divergence between US large cap growth stocks and US small cap value stocks. Today I explain how this shift tends to affect future markets and if it a good time to consider rebalancing your portfolio. I also discuss the expected framework for Trump’s tax reform plan that will be announced this afternoon and what its biggest issue could be. Other topics include:

• Is Bitcoin in the biggest bubble of our lifetime?
• Best ways to give in retirement
• A Lennar mortgage for millennials that pays off student debt
• Quantifying and setting financial goals
• What are momentum and value stocks?
• What is putting pressure on people’s retirement?

 

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visitwww.NewFocusFinancial.com.