Fri, 28 January 2022
On this episode of New Focus on Wealth, Chad talks about the recent stock market correction as well as the pullback on cryptocurrency. Chad notes the attractive buying opportunity that stock market pullbacks provide and the importance of asset allocation, buying assets in the right accounts. Next, Chad talks about emerging markets, inflation, and how to approach the bond market. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 26 January 2022
On this episode of Joining Me Now, Rob and Chad discuss what it means to invest in the S&P 500. Chad notes how tech-heavy and less diversified the index is than ever before. Next, Rob moves on to discuss portfolio diversification where Chad mentions how over the last 15-20 years, globally diversified portfolios have outperformed those that are not internationally diversified. Chad mentions the value found in international markets. Rob and Chad move on to discuss portfolio projects for retirement and tax-efficient investing. Chad notes that exposure to small-cap and high turnover funds should be held in retirement accounts to avoid the tax bill that comes from capital gains from those funds. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 20 January 2022
On this episode of New Focus on Wealth, Chad discusses the recent pullback on the stock market, noting how technology driven the S&P 500 has become. Chad then moves on to inflation and the high level of resignations around the country. Finally, Chad goes over the 7 tests to determine how ready you are for retirement. Listen now to figure out how to get Chad’s blessing! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Fri, 14 January 2022
On this episode of New Focus on Wealth, Chad starts off with an analysis of the bond market and wage inflation, noting that wage inflation continues to be an issue causing worker shortages. Next, Chad talks about the risk of investing in Crypto, noting that 2022 will continue to see security issues with digital wallets. Listen now to hear what Chad thinks about the fear of missing out on Crypto and the various risks it presents with not only performance but security-wise as well. Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Thu, 6 January 2022
On this episode of New Focus On Wealth, Chad answers a listener’s question on social security. Does Chad think this listener’s combination of social security and rental property income will be too much of a tax burden to allow him to live the life he wants? Next, Chad explains why he thinks I bonds may require you to jump through too many hoops than they are worth. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |
Wed, 5 January 2022
On this episode of New Focus On Wealth, Chad goes over tax withholding and the importance of staying up to date on your tax projections as your portfolio changes throughout the year. Next, Chad discusses the unlikelihood that the government will be able to close back door loopholes for tax savings on retirement accounts anytime soon. Chad then moves on to recap market performance for 2021, noting the importance of not scaring yourself out of the market and rather using dips as buying opportunities. Listen now! Email your money question to chad@chadburton.com. Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com |