Thu, 13 July 2023
In this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches on the challenges faced by emerging markets. Tune in to get a comprehensive update on the current financial landscape. Timestamps: [00:02:27] Small and mid-cap stocks. [00:04:18] Tech stocks and earnings. [00:09:02] Earning higher interest rates. [00:12:58] Bonds and annuities explained. [00:16:41] Annuities and alternative investments. [00:19:24] Annuities and financial advisors. [00:23:07] Health care costs and financial planning. [00:28:26] Premium tax credits in retirement. [00:33:40] Roth conversion considerations. [00:35:07] Tax diversification for retirement. [00:37:30] Helping with taxes and withholding. 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 |