New Focus on Wealth with Chad Burton

Wed, 15 January 2014
Is it a Good Time to Rebalance Stocks into More Bonds?

Chad Burton, CFP®, discusses rebalancing stocks into more bonds. Chad also discusses:

  • Long-term care insurance
  • Employee stock purchase plans
  • Funding a Roth IRA with stock from a regular account
  • Bond ladders vs. bond indexes vs. unconstrained bond funds

Email your money question to chad@newfocusfinancial.com, or call the show at 1-800-516-1220 from 1:00 p.m. to 2:00 p.m. (PDT)

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

Commercial-Free

Direct download: Newfo-0113-1400_non_evergreen32k.mp3
Category:Investments -- posted at: 9:12am PDT
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