Wed, 27 September 2017
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:
Email your money question to chad@newfocusfinancial.com , 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.
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Tue, 26 September 2017
There are several major risks that can harm your retirement and the biggest one right now is the one that has been helping your stocks and real estate. Today I explain how the relationship between bonds and interest rates has resulted in lower than normal income for retirees. Will your portfolio be able to keep up with inflation even when low interest rates are being offset by shockingly low capital gains taxes? Other topics include:
Email your money question to chad@newfocusfinancial.com , 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. |
Wed, 20 September 2017
The Feds are ready for their quarterly meeting – what should we expect as they begin the QE reversal
The Feds are having their quarterly meeting today and while we shouldn’t expect a rate hike right now - what we can expect is a better idea of their plan going forward with the reversal of quantitative easing. Today I explain the data you need to look at that impacts our future interest rates. I also respond to a caller who asks my opinion on Bitcoin and its future. Other topics include:
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com.
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Tue, 19 September 2017
Should you borrow against your 401k if you plan to repay with interest? Today I explain if one listener found a smart way to stuff money into his 401k.
September is already almost over and in just a few weeks another earnings season will come to an end. I kick today’s show off by responding to a couple of listeners emails. One listener asks if it is wise to invest money borrowed against their 401k intending to repay with the 5% interest. Did this listener find a genius way stuff more money into their 401k? Larry, who just discussed Roth IRA conversions with his CPA, is concerned the market is too high and is considering waiting for a correction. Should Larry wait to move forward with his plan? Other topics include:
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com.
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Wed, 13 September 2017
Millions of Americans were affected by the Equifax data breach. Today I explain what you need to do if your information has been compromised.
Everybody has heard about the Equifax security breach by now and identity theft protection companies are gaining customers at an increasing rate. Today I discuss the severity of Equifax’s data breach and more importantly, what to do if your information has been compromised. Other topics include:
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com.
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Tue, 12 September 2017
Hurricanes to wildfires. Today I explain charitable options and what you should consider when looking at your insurance coverage.
Between the forest fires in the North West and the hurricanes down south, we are basically surrounded by national disasters. Be wary of scammers if you are looking for a cause to donate to and if you have decided to donate a large amount of money, consider gifting stock and avoid a tax problem while you’re at it. Another thing you should consider doing while all these disasters hit is review what your personal insurance covers. Today I discuss common topics that come up whenever national disasters strike. Other topics include:
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com.
Encore Edition |
Wed, 6 September 2017
Hurricanes to wildfires. Today I explain charitable options and what you should consider when looking at your insurance coverage.
Between the forest fires in the North West and the hurricanes down south, we are basically surrounded by national disasters. Be wary of scammers if you are looking for a cause to donate to and if you have decided to donate a large amount of money, consider gifting stock and avoid a tax problem while you’re at it. Another thing you should consider doing while all these disasters hit is review what your personal insurance covers. Today I discuss common topics that come up whenever national disasters strike. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton this Saturday, September 9th!
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com.
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Tue, 5 September 2017
As we wait for the stock market to open US futures are lower, mostly due to North Korea’s 6th nuclear test, Trump tackling the Dreamers program and Florida bracing itself against Hurricane Irma. Today I discuss global events happening this week and the expectations they hold. Is the Euro poised for its fastest expansion in a decade? Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. But focusing on a few essential issues can help increase your income in retirement and your chances of enjoying a secure future. Click HERE to sign up for our 10 a.m. seminar at Four Points by Sheraton this Saturday, September 9th!
Email your money question to chad@newfocusfinancial.com , 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 visit www.NewFocusFinancial.com. |