Chad Reviews 3rd Quarter 2020 Stock & Bond Market

Big episode today. Host Chad Burton is doing a deep dive review of Q3 and making some observations about what might be coming up in Q4. Plus…Why is the market up with all of the uncertainty? We’ll ask “Is tech too expensive?” with special guest Titania Hanrahan with BlackRock Technology Opportunities Fund. And of course, we can’t talk about our forecast for Q4 without forecasting what the market will look like under Democrats vs Republicans. A lot of that has to do with Biden’s proposed tax changes. Also, we’re going to review why asset allocation works but might feel disappointing. And finally, let’s talk about planning in a time of crisis by reviewing Roth IRAs and Roth conversions, tax loss harvesting, updating your trust now that “stretch IRA” is no more, and whether to refinance or restructure debt. All of this and more on this super-sized episode of New Focus on Wealth with Chad Burton.

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