In this podcast, Chad Burton & Rob Black discuss the recent market activity and the performance of the NASDAQ. Despite the potential for recession, the market has seen a rebound, particularly in the tech sector. Burton emphasizes the importance of asset allocation and rebalancing in a diversified portfolio. He also discusses the attractiveness of tech stocks and the impact of artificial intelligence on investing. Furthermore, Burton highlights the similarities between the NASDAQ and the S&P 500 indexes.

Timestamps:

[00:02:15] When it drops hard, what a great time to buy.

[00:06:07] Tech-heavy market index.

[00:09:46] Market breadth and catch up.

[00:11:15] Housing starts and market trends.

[00:15:01] Reinvesting dividends for long-term growth.

[00:18:27] Concentrated stock positions.

[00:23:14] Concentrated stock and income strategies.

[00:26:30] Exchange funds and diversification.

[00:29:23] Rental property issues in California.

[00:33:20] Real estate vs. stocks.

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

In this episode of the podcast "New Focus on Wealth," hosted by certified financial planner Chad Burton, the focus is on the stock market. Burton points out that the NASDAQ is up 33% for the year due to the market cap weighted tech-heavy index. However, if you look at the return from January 1st, 2022, to today, the NASDAQ is down 10%. He advises listeners to avoid FOMO and be cautious when making financial decisions. Burton shares that massive corrections are usually buying opportunities but cautions that most investors were already overweight in large cap growth.

Timestamps:

[00:02:19] NASDAQ explained and analyzed.

[00:04:15] Tech stocks and valuation.

[00:08:16] Tech stock recovery rally.

[00:12:06] Small and mid cap struggles.

[00:15:24] International developed outperforming the US.

[00:19:02] High deductible health plans.

[00:23:02] Medicare and retirement savings.

[00:27:28] Tax-free retirement income.

[00:31:11] Refinancing commercial loans.

[00:35:05] Investing in T bills.

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

Miss the latest radio episode of New Focus on Wealth? No problem, listen now to catch up on the latest insight from Certified Financial Planner Chad Burton. In this episode, Chad analyzes the growing similarities between the makeup of the NASDAQ and S&P 500, noting the recent performance of both. 

Next, Chad describes the benefits of Health Savings Accounts (HSAs) and how to utilize them properly to take care of you in the golden years of retirement. 

Finally, listen to Chad talk about altering your tax strategy to set yourself up for lower federal taxes in retirement.

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