Tue, 6 August 2019
August can often be a rocky month for the stock market, but could this be a sign that a recession is approaching?
Many people classified yesterday as a “tough day for the markets”, but if you follow market trends it looks a lot like your typical August. The Feds cut interest rates for the first time in more than a decade with the 10 year treasury sinking to pre-Trump numbers. The end result: the most extreme inverted yield curve since 2008. 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. |
Wed, 31 July 2019
Medical costs are the least fun part of retirement planning. A healthy lifestyle not only keeps expenses low, but it also gives you more time for the things you love!
Regular exercise and a proper diet are a key part of any retirement plan. Saving up a huge pile of money is no good if you end up spending most of it on doctor visits and prescriptions instead of vacations and grandkids. Do what you want in retirement simply because you can by focusing on your health before its too late! If you can do this the rest of your planning all falls under our 10 Pillars of Retirement Income Planning downloadable.
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.
Direct download: Chad_Burton_Podcast_7-31-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Tue, 30 July 2019
Right now the Feds are in a no-win situation. Leaving rates where they are is risky and Powell would be to blame for any signs of a recession. Alternatively, if they follow the data and were considering lowering rates anyway it will look as if the Feds have caved to Trump’s pressure. What should we do in an economy where we don’t want a strong dollar right now? 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. |
Thu, 25 July 2019
Planning for retirement is more complicated than hitting that magic number between 1.5-2 million. Real planning and projections change every few years with the economy and financial Alzheimer’s can lead even educated individuals to make mistakes when the markets are exceptionally good or bad. That’s why we battle test your portfolio with Six Tests to determine if your portfolio will outlast you.
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.
Direct download: Chad_Burton_Podcast_7-25-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Wed, 24 July 2019
The S&P 500 is plowing ahead, but earnings growth is not double digit for the S&P 500. What’s going on in the S&P and what numbers really tell us the truth about the American economy?
By the end of the second quarter the S&P 500 found itself up 18.5%, which includes the sizeable recovery from last year and a push ahead. Much of the volatility has been from trade wars and fed interest rates so we have to we have to bring things back to reality and figure out what is going on within the S&P. With that said, remember that the S&P is cap weighted and is not an exact measure of the largest 500 companies in America. The economy is much more than that. 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. |
Wed, 17 July 2019
Money and health are your biggest priorities in retirement. Don’t neglect one and ruin your later years.
Health and financial well being often come together to determine how much you will enjoy retirement. Too often people enter retirement in poor health end up spending more time with doctors than doing what they want to do. Likewise, those who take care of their health usually end up living longer and will need more money to live. Money and health both need to be a priority in retirement. 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. |
Tue, 16 July 2019
Facebook is getting ready to enter the world of cryptocurrency and Congress is very concerned about privacy and security issues. Today is all about the good and the bad of cryptocurrency.
Cryptocurrency is big headlines again as Facebook explains plans for their own digital currency to Congress. Steve Mnuchin also did a briefing stating his concerns on the risks of digital currency while vowing that the treasury will crack down on law breakers as they find them. Can Facebook’s cryptocurrency survive between this and consumer trust issues? Other topics:
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. |
Wed, 10 July 2019
We all know bonds make up a good portion of a retiree’s portfolio, but are low yields an issue? Why even own bonds at all?
Bonds play an important part in your portfolio, but the yield on them is so low most people feel like they just aren’t worth it. Should you even bother looking at bonds when the interest is low or consider individual bond funds? Today I answer your bonds questions and more. Topics include:
Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto tomorrow, Thursday, July 11th. Registration is only $25 so click HERE to sign up!
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. |
Tue, 9 July 2019
More people are living an active lifestyle past age 100 and a detailed retirement plan will be important for any of us looking to make it that far. Are you financially on track to live this long?
A video of a 102 year old man participating in the 100 yard dash has gone viral. With the way medicine is advancing this could easily be the future for any of us. Part of getting there will mean having a portfolio set up that will outlive you. Are you prepared for a future where more people reach this major milestone? Today I explain the top reasons why you need a detailed financial plan going into retirement.
Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto this Thursday, July 11th. Registration is only $25 so click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_7-9-1932k.mp3
Category:Retirement Planning -- posted at: 1:54pm PDT |
Wed, 3 July 2019
Can dividend income raise your effective rate? The ‘ticking tax time bomb’ is something retirees should plan around while they are still building wealth.
Can dividend income raise your effective rate? The biggest issue some people face in retirement is the ‘ticking tax time bomb’ of what their brackets might do once they hit the RMD period of their retirement. Could a possible solution be as simple as delaying retirement or contributing to a Roth instead of a pre-tax 401k? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HERE to sign up!
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. |
Wed, 26 June 2019
Early life money mistakes can be harmful to your future. Don’t harm your retirement goals by making these top money mistakes.
No matter who is in the White House, businesses will find a way to keep making money. Cashing out under the belief that sitting presidents will singlehandedly ruin the economy is not only silly, it’s a major money mistake to make at any stage in life. Don’t make these dumb money moves. Focus on working towards financial freedom. Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HEREto sign up!
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. |
Tue, 25 June 2019
The SEC ‘best interest’ rule has been a big issue in the world of financial planning and is starting to make mainstream headlines. What does this new rule entail and what does it mean for financial planners and the people they help? Other topics:
Join Rob Black and I for our Retirement Income and Tax Planning seminar at the Elks Lodge in Palo Alto on Thursday, July 11th. Registration is only $25 so click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_6-25-1932k.mp3
Category:financial planning -- posted at: 6:00pm PDT |
Wed, 19 June 2019
Your new grad will be leaving for college before you know it. Are you financially prepared for this next big step?
The kids are home for the summer and while they’re kicking it with their friends, mom and dad are at work thinking about the next year of schooling. While you finalize your childs college plans, remember that 529 plans changed under the 2017 tax act. Today I explain what you need to know about funding your childs education. Other topics:
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. |
Wed, 12 June 2019
The fear of missing out on returns can be devastating to retirees, but economic cycles have been part of history for as long as we can remember. Be smart and stick to your retirement plan!
The stock market has been riding high for what feels like an impossibly long time. As a financial planner a common situation I deal with frequently is keeping your retirement plan on track when the market begs you to go all in or all out. Keeping a diversified portfolio just does better in the long run. Don’t let FOMO ruin your retirement! 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.
Direct download: Chad_Burton_Podcast_6-12-1932k.mp3
Category:financial planning -- posted at: 6:00pm PDT |
Tue, 11 June 2019
Two years ago we didn’t think we would be here, but interest rates have dropped once again. With real estate peaking and the stock market still performing close to all-time highs, many people are asking about refinancing their mortgages. Will refinancing make an impact on your wallet or will fees prevent you from breaking even? 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. |
Tue, 4 June 2019
Trade wars are stirring up recession talks again. Keep your head on straight and resist the urge to let your emotions control your decisions.
Recession questions have been popping up more lately. Not only are we seriously overdue for a market correction, but tough tariff talks with China could easily become its foundation. Should you go to cash or instead, take advantage of the opportunity to buy and forget about attending those shady investment seminars. 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. |
Wed, 29 May 2019
The market has rallied all year, yet according to the news the economy should be in total chaos. How did we get here and what should you do if the market sees another slowdown?
The news has been a little unsettling lately with another lackluster round of presidential candidates stepping forward, Teresa May stepping down after failing to Brexit, Chinese trade deals not going as planned and interest rates hitting a real low point. Despite all these negatives the market has rallied since the beginning of the year. What should you be concerned with as local bond markets call for another slowdown? 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. |
Wed, 22 May 2019
Dividend achiever stocks pay a dividend even when the stock price is down and will even increase their dividend during negative economic cycles and stock market pullbacks. Still think timing the market is a brilliant plan?
You’ve heard me say it several times before, timing the market really is a terrible strategy no matter what age you are. Not only do you have to get out and back in at the right time, retirees also have to make up the money they lost from dividends and interest during those years. Ignore your gut and don’t sell when things are scary. It’s just not worth it. 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.
Direct download: Chad_Burton_Podcast_5-22-1932k.mp3
Category:Retirement Planning -- posted at: 3:11pm PDT |
Wed, 15 May 2019
Financial freedom can be gained through thoughtful asset accumulation, however, asset protection is just as important while building wealth as it is when living off your what you have accumulated.
Asset protection is an important piece of financial planning, but too often I see scammy seminars that try and sell you products that may or may not be right for you. Today I’m getting back the basics of asset protection which includes two main sections: building your wealth & protecting your wealth and ability to pull income. Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos tomorrow, May 16th. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_5-15-1932k.mp3
Category:Asset Protection -- posted at: 2:58pm PDT |
Tue, 14 May 2019
Interest rates are not going up as quickly as we all thought they would. How will low inflation rates affect your portfolio projections?
When I got into the business 25 years ago the 10 year treasury was near 6% and retirees typically held a 50/50 stock to bond allocation. Although most of America is enjoying low inflation on most items, low rates on bonds and CDs along with high healthcare costs are hurting retirees. Be careful with your projections! Traditional projections just don’t work well in today’s market. Do you need to adjust your retirement strategy to deal with low rates for the foreseeable future? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos this Thursday, May 16th. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_5-14-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Wed, 8 May 2019
The dark side of retirement is not one that many people like to discuss even as it becomes a growing problem. Plan out what you want to do and how you’ll fund it to make your golden years actually golden.
Way back in 2017 I shared and article which stated that out of 35 million retirees, 7 million suffer from some sort of depression. Since then 10,000 baby boomers have turned 65 every day and without any real savings or mental preparation it’s easy to see why alcohol and prescription medicine dependency is on the rise amongst seniors. Having a retirement plan can help ensure a better future. Are you ready? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos next Thursday, May 16th. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_5-8-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Tue, 7 May 2019
The market goes from bottom left to top right. Is it possible that we already saw a bear market or are we at market all time highs?
Whenever the market starts to hit high points people immediately begin to wonder if they should pull out of the market. My response: “Get used to it! You are going to spend roughly 70% of your life sitting at all time stock market highs. While the S&P 500 returned to September highs small cap stocks have a ways to go. Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_5-7-19_32k.mp3
Category:Retirement Planning -- posted at: 12:41pm PDT |
Wed, 1 May 2019
Social Security can be taken as early as age 62 and many people choose to do so either out of necessity or because they choose to do so fearing the money won’t be there later. Taking early Social Security while working not only reduces your benefits, but it is counted as taxable income. Unless you need it to make ends meet, delay Social Security until your full retirement age or later! Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_5-1-1932k.mp3
Category:financial planning -- posted at: 12:34pm PDT |
Tue, 30 April 2019
One of the things people were concerned about going into this quarter was an earnings recession. So far roughly 25% of companies in the S&P 500 have reported earnings and reports are averaging 5.3% above expectations. Today I discuss the expected earnings recession, the struggling healthcare sector and ongoing talks of a rate cut. Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!
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. |
Wed, 24 April 2019
An aging population is quickly becoming a major strain on Social Security. Can we fix the system before it’s too late?
For the next 19 years more than 10,000 people will reach the age of 65 and by 2050 the US will be home to 65.8 million retirees between the ages of 62-84; a whopping 113% increase! While we do not face the demographics issues similar to those of Japan, anyone currently under the age of 55 should be prepared to retire without Social Security. How do we fix the system before it fails? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!
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. |
Wed, 24 April 2019
Opportunity Zone investing is getting a lot of attention in the Bay Area, but what issues has many investors keeping this capital gains deferral at arm’s length?
Opportunity Zone investing may be an option for anyone with low basis stock to sell, defer capital gains tax and diversify into real estate. It may sound fantastic, but investors are wondering what will happen in 2026 when the tax code reverts? Other topics include:
Join Rob Black and I for our Retirement Income and Tax Planning Seminar at the Toll House Hotel in Los Gatos on Thursday, May 16th. Click HERE to sign up!
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. |
Wed, 17 April 2019
I hope you didn’t panic out and sell during last year’s holiday correction. The first quarter of 2019 was the best start for a 60/40 balanced portfolio since 1991. The last 6 months should be enough to teach you not to try and time the market or invest emotionally. Instead, simply rebalance your portfolio when things feel a bit toppy and buy when the fear is high. 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. |
Tue, 16 April 2019
Should you liquidate that inherited stock? Are reverse mortgages a great retirement plan? Today it’s your questions and reasons to review your tax return
There’s nothing I love more than getting email questions from listeners. Not only does it provide great content for the show, but it helps me focus in on what you want to learn about. Today I answer questions you have sent me. 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. |
Wed, 10 April 2019
Having an arbitrary amount of money on hand is not a smart way to plan for emergencies. Always stick with a safe money goal that is relevant to you and your situation.
Whether you’re on your own or supporting a family, it’s a good idea to have at least 6 months of emergency reserves around. For people who change jobs frequently I would recommend you increase this amount to a year’s worth of income. So how do you know how much safe money you really need and how does this amount change as you approach retirement? 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. |
Tue, 2 April 2019
Getting your taxes done can be a confusing time, especially if you are self-employed. Today it’s all about self-employment and tax saving strategies.
If you’re self-employed you know that tax time can be an extremely daunting time. It can also be a bit of a surprise due to the way self-employment taxes work. Today’s podcast is for every self-employed individual who is feeling overwhelmed and completely lost as tax day approaches. Specific 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. |
Fri, 29 March 2019
Is the inverted yield curve giving you nightmares? Does your pet need an estate plan? Today Rob Black and I respond to your financial planning emails.
It’s the day of the dueling hosts. Rob Black and I collaborate frequently on his show and oftentimes Rob receives many emails about financial planning. Today Rob and I team up to answer money and financial planning emails from our listeners. 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. |
Tue, 26 March 2019
Tax day is coming up quick. Make sure to have your extension filed if you need one and figure out if you can still contribute to your retirement account for 2018.
Taxes are due in a few short weeks and while many of you have already started this process, some of you will be filing an extension. Do note this is not an extension to pay what you owe, nor is it an extension to fund IRA’s or Roth IRA’s. These must be done by April 15th no matter what! So what do you do if you still want to fund a Roth for 2018? Are you still eligible to fund one? 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. |
Wed, 20 March 2019
Retirement planning is hard enough and one of the easiest ways to live a little smarter is to simply learn from the mistakes of other people. Today I cover major retirement ruining mistakes such as:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up! 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. |
Tue, 19 March 2019
Investors love to predict the next big move for the stock market, but nobody really knows what will happen next. How should you be looking at these predictions?
First quarter GDP numbers will be coming out soon and they are predicted to be in the 1% range. Permabull Jeremy Siegel believes the market will be challenged for further gains due to low earnings growth this year. However, the 10 year treasury is sitting just below 2.7% and low rates boost markets. Today I discuss the latest stock market predictions, what causes these scenarios and how to survive them should they come true. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Thu, 14 March 2019
The market has been charging forward for a while now, but not everyone is benefitting. I share a story that explains why we need to teach our children about adulting.
I recently met a woman who cashed out her retirement plan since it has done nothing over the last 5 years. Upon further questioning I realized that her “financial planner” was in fact an insurance salesman who conned her. The industry needs to push so that anyone pushing commission based products are called salesman and not financial planners. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_3-14-1932k.mp3
Category:financial planning -- posted at: 6:00pm PDT |
Wed, 13 March 2019
We’ve had 5 straight quarters of double digit earnings growth, but ECB projections are stealing headlines. How will ongoing Brexit issues affect the market?
Q4 may have shown us a 5th straight quarter with a double digit rise in earnings, but way more on the market is European Central Bank abruptly reducing its 2019 GDP forecast. Brexit is still causing a lot of uncertainty and a No Deal vote is expected to happen by tomorrow leading to who knows what outcome. Also on the radar is some unusual jobs data in an otherwise robust economy. Is inflation even being measured correctly? Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Wed, 6 March 2019
While most of the country is going to notice a reduction in taxes, California residents will be all over the board. Itemizing your deductions might not be better than the standard deduction under this new tax plan and your combined state income taxes and property taxes are no longer fully deductible. Today I discuss major tax changes you’ll notice once you file. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Tue, 5 March 2019
Running out of money is the top fear for people going into retirement. How do you make sure you don’t outlive your portfolio?
The top fear people have in a low rate environment is running out of money. Historically bonds have yielded over 4-5%. Current bond yields are much lower which is affecting the way we plan for retirement. Major advancements in medicine/longevity are happening every day. Can your portfolio survive as long as you do? Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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.
Direct download: Chad_Burton_Podcast_3-5-1932k.mp3
Category:Retirement Planning -- posted at: 6:00pm PDT |
Fri, 1 March 2019
Over 90% of Q4 reports have come in and 2018 reported a 20.8% earnings growth over 2017. Pretty good numbers considering the S&P 500 was down 4.5% for the year. Do companies owe this substantial growth in earnings to tax cuts or was it just pure, organic growth. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Wed, 20 February 2019
More people are hearing about Health Savings Accounts at work and is a great plan that not everyone can afford, but should seriously consider if they can. For people with enough cash flow to handle this high deductible plan it can actually be a better way to save for college. Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Tue, 19 February 2019
Recession articles are increasing even in the face of positive job reports. News articles can cause people to make emotional investing decisions which often lead to mistakes.
Should you be concerned when you see headlines regarding an imminent recession? Are low rates on bonds increasing the risk of outliving your money in retirement? Other topics include:
Join Rob Black and I for our Retirement Income And Tax Planning Seminar on Thursday, March 21 at Double Tree by Hilton in Burlingame. Registration is only $25. Click HERE to sign up!
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. |
Tue, 5 February 2019
Timing the market has never worked, but many people still panicked out after December’s sharp correction. Never let emotions get between you and your portfolio.
It happened. A lot of people panicked out at December’s end when the market correction bottomed out. Whether its stocks or real estate the market is impossible to time and most people never profit when they try. Today’s message: Do not let emotions get in the way when investing. 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. |
Wed, 30 January 2019
Roth 401k or regular 401k? This common question is one many people have when planning their retirement.
In most podcast I tend to focus on what you should be doing in retirement or approaching retirement, but getting to that point is completely different. Employers typically offer Roth 401k’s in addition to the regular 401k and leaving employees to wonder which savings vehicle will be most beneficial to them in the long run. Today I weigh the differences between the regular 401k and the Roth 401k. 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. |
Wed, 23 January 2019
The market has already bounced back from its miserable December showing, but that doesn’t mean the market can’t get worse. It’s time to review what a normal recession looks like and what to do during one.
Every 5-7 years we typically see a 20% correction, but it had been much longer that that since our last significant correction. The miserable December left many of us feeling horrible even though the S&P 500 ended the year down by only 4.4%. Since then, anybody who sold around Christmas is now kicking themselves as the fast moving market has already bounced back. What should you do if these recessionary trends continue? 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. |
Wed, 16 January 2019
Between the government shutdown, Brexit and PG&E’s bankruptcy, the news is full of unsettling stories. Markets can rally even when the media is at its worst!
The news can be unsettling these days. UK citizens are regretting their decision to leave the EU in Brexit. Meanwhile, Trump has ordered many federal employees back to work during the shutdown without pay. We also have PG&E filing for bankruptcy. Despite all these horror stories we have had a huge rally since Christmas Eve. Never panic out when the news is the worst and volatility is high! 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. |
Tue, 15 January 2019
The first tax checks should be in the mail today. Here’s what you’ll need to know if you want to avoid penalties from the IRS.
It’s January 15th and its time to make a tax payment. Even if you are going to file for an extension, avoid excess penalties from the IRS and send in a check if you have not withheld enough money or paid enough in quarterly tax payments. Today I discuss how much you need to turn in and things to think about if you are over age 70 ½ this year. 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. |
Thu, 10 January 2019
The new tax code is a year old now and people will see the results of it in their tax returns the next few months. High income non-business owners living in states with high income and property taxes may not find themselves too happy with what they see, but for the rest of America it is definitely a tax cut. Today I explain the difference between an economic recession, a revenue recession and an earnings recession. 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. |
Wed, 9 January 2019
The worst December ever? Last month's correction may have felt painful, but is really not that big a deal.
The Q3 FOMO rally was quickly followed by a December that left the S&P down by 4.5% on the year. Although the media made the sudden correction feel incredibly painful, remember that this pullback follows a 10 year average return of over 13%! Do not get caught up in the medias racket and make emotional mistakes with your portfolio. 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. |
Wed, 26 December 2018
Tax loss selling and more uncertainty from the Trump Administration caused the market to continue its decline on Christmas Eve Day.
Investors attempting to offset gains from earlier Steve Mnuchin's ill-timed comments on liquidity created the perfect Christmas Eve storm, however, this is no time o panic.
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. |
Fri, 21 December 2018
Going into 2019 worried about your portfolio is a less that fun way to welcome in the New Year. What should you be doing and what moves should you avoid when there is uncertainty in the market?
Going into the holidays worried about your portfolio is not a great way to welcome in the New Year. The S&P was up nearly 9.5% by the end of September and today the S&P 500 is down nearly 8% for the year including dividends. Be careful trading at year end when investors are tax loss harvesting. 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. |
Wed, 19 December 2018
The Feds are expected to raise rates for the 9th time since 2015. What has investors hesitant about 2019?
Feds have acknowledged trade issues are slowing down the economy, but markets still expect a rate hike from the Feds at today’s meeting. What investors are unsure about is what that means for 2019. Will Americans be spending their tax returns or use it to pay down debt due to fears of economic slowdown? 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. |
Wed, 12 December 2018
As economic uncertainty increased over the last few weeks bonds rallied and rates dropped. Is it time to review your bond choices?
Ever wonder why Apple is so cheap in terms of P/E ratio? It’s the law of large numbers. When a company becomes that big it can be hard to maintain growth. However, companies like IBM are cheap because falling revenue has forced them to reinvent themselves. 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. |
Tue, 11 December 2018
Financial media is breaking out the crystal balls trying to figure out where 2019 will head. Whether the market goes up or down or stays flat, do not get caught up in emotions and make painful mistakes.
2018 is coming to an end and firms publishing predictions on what’s going to happen to the stock market in 2019. Does it even really matter when most predictions are wrong and timing the market is the worst decision ever? 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. |
Wed, 5 December 2018
The best days of trading usually come after the worst days of trading, and the market is ripe for volatility.
The best days of trading usually come after the worst days of trading. Right now everyone is feeling pretty rotten with large cap stocks outperforming small cap and the stock market experiencing a rather mediocre year. Also, money managers have been doing some loss harvesting which is sure to cause volatility in the market. 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. |
Wed, 21 November 2018
US home construction falls and rates go up. Have we officially hit our affordability ceiling? What’s going on with real estate?
Uber could go public next year and Lyft announces a subscription plan at discounted prices. Is ride sharing cheaper for commuters after you factor in insurance, gas and auto payments? I also look at mixed Q3 returns and the decrease in US home construction and affordability. 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. |
Tue, 20 November 2018
The market rallied last quarter, but is pulling back now. Is the media making things sound worse than it really is?
There have been rolling corrections in different sectors and in different stocks making this month tough on investors following the large Q3 returns. Is now the time to become more conservative or simply ignore the headlines? Today I discuss:
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.
Direct download: Newfo-1016-180032kencore.mp3
Category:Retirement Planning -- posted at: 10:24am PDT |
Fri, 16 November 2018
The 2017 tax cut has drastically changed the way taxes work. Most people in America will no longer itemize their deductions, which has charities frightened that people will stop donating. This could be a very real problem should anybody reconsider charitable gifts if they don’t think they’ll get a tax deduction.
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. |
Tue, 13 November 2018
Earnings and revenue growth are up, but volatility has returned to the market. Not only do we now have trade issues causing uncertainty in the market, but a divided congress gives little hope for any change in the future. Today I pick apart the market to try and find out why expectations have come down in a time where growth has outperformed value. Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me next Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Wed, 7 November 2018
Elections results are in and the results include congressional gridlock and a preview of the next presidential elections. What is going to happen to the market?
Election results are in and the Democrats have a house majority.... which means investing with gridlock is the new hot topic. These elections also served as a warning sign to Trump as many of the states that supported his presidency voted democrat. What is going to happen to the market? Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Tue, 6 November 2018
The labor force is stronger than it has been in recent years, is next month a good time for the Feds to raise interest rates?
Despite the talk of the market topping out, the economy is still getting stronger thanks to increasing job growth, participation rates and wage growth. These three factors are a sure sign for the Feds that we are ready for a rate increase. Is a December rate hike all but set in stone for this year? Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Wed, 31 October 2018
Today may be Halloween, but next week is when spooky stuff starts arriving in the mail. Overall the market is flat on the year, but bonds for the most part are negative. Sometimes we see these points where several asset classes fall at the same time which can be a problem for retirees who average out of classes. Is your portfolio doomed to sell when things are down? Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Tue, 30 October 2018
October is typically a tough month for the stock market. Is the recent volatility worse than normal or do we just all have investor Alzheimer’s?
Yesterday’s flip-of-the-switch positive to negative move was a prime example of what has been driving the recent rapid volatility increase; investor Alzheimer’s. Investors have gotten so used to going from bottom left to top right that many have forgotten what a normal market looks like, but is the stock market really that bad? Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Thu, 25 October 2018
The market was overdue for a correction, however, media would have you believe we’re already in the middle of a recession. Let’s put these market corrections in perspective.
Bloodbath, plummeting, rapid decline. These are the words the media uses to destroy your confidence in the stock market. The trade issues are causing a slow down so earnings growth expectations for 2019 and 2020 are in question. Yes the NASDAQ is in "correction" but is still positive for the year. The S&P and Dow have merely lost the gains for the year. Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Tue, 23 October 2018
Trade issues are causing upset in the markets here prompting companies such as Harley Davidson to look elsewhere for production. The kicker- they are definitely hurting China more.
Sales took a major hit after Trump said he would support a boycott of Harley Davidson if they moved some production overseas to sidestep EU tariffs. While sales themselves are not shrinking, margin costs are and all fingers point to trade issues. Are we still meeting our expected Q3 growth numbers despite higher costs? Other topics include:
You’ve set goals for investing . . . so now what? Now is the time to learn a bit more on wealth accumulation and what to do after your 401K. Join me on Saturday, November 17th at the Rotary Summit Center in San Jose. Click HERE to sign up!
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. |
Wed, 17 October 2018
US home construction falls and rates go up. Have we officially hit our affordability ceiling? What’s going on with real estate?
Uber could go public next year and Lyft announces a subscription plan at discounted prices. Is ride sharing cheaper for commuters after you factor in insurance, gas and auto payments? I also look at mixed Q3 returns and the decrease in US home construction and affordability. 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. |
Tue, 16 October 2018
The market rallied last quarter, but is pulling back now. Is the media making things sound worse than it really is?
There have been rolling corrections in different sectors and in different stocks making this month tough on investors following the large Q3 returns. Is now the time to become more conservative or simply ignore the headlines? Today I discuss:
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. |
Fri, 12 October 2018
10 year treasury rates are creeping up and could rise even faster. Can the economy handle the hikes or could trade issues and the like make this a prominent issue?
A large part of the investment world thought rates would fall again before the 10 year treasury hit 3.5%, and they are very close to being wrong. The Feds hinted they could hike rates even faster in the future despite global trade issues and warnings from Trump. 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. |
Tue, 9 October 2018
A disturbing amount of millennials are robbing their retirement accounts. Teach your children how to save now and stop this alarming trend before the problem gets worse.
Studies show that an alarming 1/3 of millennials have robbed their retirement accounts between 2001 and 2017. If this isn’t proof that we haven’t taught our children the importance of saving and how to go about it then this epidemic will only get worse and everyone will pay for it. Today I discuss how saving early can make you major retirement bucks. 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.
Direct download: Newfo-1003-1800_32kencore.mp3
Category:Retirement Planning -- posted at: 9:41am PDT |
Wed, 3 October 2018
A disturbing amount of millennials are robbing their retirement accounts. Teach your children how to save now and stop this alarming trend before the problem gets worse.
Studies show that an alarming 1/3 of millennials have robbed their retirement accounts between 2001 and 2017. If this isn’t proof that we haven’t taught our children the importance of saving and how to go about it then this epidemic will only get worse and everyone will pay for it. Today I discuss how saving early can make you major retirement bucks. 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. |
Tue, 2 October 2018
While Kavanaugh dominated the conversations, the FOMC dominated economic news with the Accommodation Clause. Today I discuss what is likely to happen should the Feds stick to their predictions.
The Kavanaugh hearings were all anyone could talk about over the weekend, but the big news on the economic front was the quarterly Fed meeting. The FOMC removed the Accommodation Clause while Chairman Powell stated that “this does not imply the Fed will be less aggressive if necessary in raising rates.” With the fed funds rate believed to be raised in December and three more times next year, what does that mean for loan rates? 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. |
Wed, 26 September 2018
Does your tax return have you thinking it’s time to get outta California? Today I discuss other factors you need to consider before leaving state.
People are moving away from the Bay Area and taxes are where future former residents are pointing their fingers. If you are considering relocating solely because of taxes, there are many more things to consider before packing up. Are you trading higher property tax for lower state tax that will it save you money in the long run? Would you benefit more by living in a community property state? 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. |
Tue, 25 September 2018
Facebook loses Instagram and Alphabet joins the communications sector. Why do these two moves have XLK holders less than happy?
Last year big changes were made when real estate was pulled out of the financial sector. Now Google and Alphabet are moving to the new communications sector, joining the likes of AT&T and Verizon. It has also been announced that the Instagram cofounders are leaving Facebook. This is not great news for anyone who owns XLK, the ETF that will no longer hold Facebook or Alphabet. 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. |
Tue, 18 September 2018
Wonder why the 10 year treasury just can’t seem to stay over 3%? Today I explain why and look at the rate sensitive markets feeling the effects.
Here we go again, the treasury just got north of 3%. Will rates fall back to the 2.85% range again? With the economy lacking clear signs of out of control inflation bond hungry investors are seeing that as a reason to buy and the same seems to be going for REIT’s. Today I look at rate sensitive investments and rolling bear markets. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar, this Thursday, September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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. |
Wed, 12 September 2018
Americans are drastically underprepared for retirement. Are you following these basic investing strategies that lead to a happy retirement?
The lack of basic financial education in high school grads is simply mind-blowing. The idea of paying yourself first and investing for getting yourself on track for retirement just doesn’t exist. With over 60% of Americans drastically underprepared for retirement I share basic investing strategies that make all the difference. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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. |
Tue, 11 September 2018
In retirement you need to learn to play what I call the tax game. The new tax package is more complicated than ever but has great benefits for retirees.
If you are 10 years from retirement or in retirement don't miss our 9/20 Los Gatos event: Retirement Income and Tax Planning at 6:30 PM at the Toll House Hotel. Sign up at www.ChadBurton.com with code “Radio25”. 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. |
Wed, 5 September 2018
Emerging markets are all trading as if they’re Argentina or Turkey right now. Have you thought about when you will enter this sector?
Almost every major financial media outlet is talking about Argentina and Turkey. Emerging markets were stellar in 2017 but have struggled so far this year. Have you been thinking about points of entry if you are not already invested in emerging markets? Today I explain why we are seeing inflationary issues in Argentina and Turkey and how to take advantage of this opportunity. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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. |
Tue, 4 September 2018
The lack of summer volatility has many people thinking about market bubbles. Whether a correction is on the way or not, here are my Top 10 Retirement Mistakes.
Rather than the typical summer downturn, we are seeing record highs. In fact revised GDP numbers show the economy to be growing at 4.2%. Should you be thinking about potential bubbles? Today I explain why the current market is not similar to the market that led to the Great Recession and share my Top 10 Retirement Mistakes.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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.
Direct download: Newfo-0829-_180032kencore.mp3
Category:Retirement Planning -- posted at: 11:21am PDT |
Wed, 29 August 2018
The lack of summer volatility has many people thinking about market bubbles. Whether a correction is on the way or not, here are my Top 10 Retirement Mistakes.
Rather than the typical summer downturn, we are seeing record highs. In fact revised GDP numbers show the economy to be growing at 4.2%. Should you be thinking about potential bubbles? Today I explain why the current market is not similar to the market that led to the Great Recession and share my Top 10 Retirement Mistakes.
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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. |
Tue, 28 August 2018
Student loan debt has nearly tripled over the last 10 years. As a result the IRS has announced a cost neutral way for employers to help pay down student debt while getting employees to save for retirement.
When the headlines read “markets hit record highs” the question “is there a bubble?” is not too far behind. At the moment student debt and auto loans are the most concerning issues our economy faces, so much so that the IRS released a private letter ruling that could make it easier for employers to use 401ks to assist employees in repaying student loans. Other topics include:
Retirement planning is more complicated than ever, and it can be hard to even know where to begin. Please join me at the Retirement Income and Tax Planning Seminar on September 20th at the Toll House Hotel in Los Gatos. Registration is only $25 so click HERE to sign up!
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. |
Fri, 24 August 2018
Parents are learning just as much as kids when it comes to preparing for college. Today I help parents prepare for the next stage in their child’s life.
College is a crazy and exciting milestone in life. After dropping off my son at his first year of college I share what I learned about scholarship applications, dorm budgeting and the relatively new personal financial planning degree. 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. |
Fri, 24 August 2018
Geopolitical news causes the most volatility throughout the summer. This time Paul Manafort and Elon Musk are stirring the pot. How much trouble can they avoid?
Summertime geopolitical woes continue as August comes to an end. First we have the Paul Manafort issues unfolding and a second issue lies with Elon Musk tweeting about taking Tesla private. Will either of these men be able to avoid prison? 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. |
Tue, 14 August 2018
Soaring prices are making renting out a Bay Area home a poor deal. Today I discuss the pressure on Bay Area real estate.
Bay Area home prices are so elevated that investors are receiving low yield even if they buy a property all-cash. Today I discuss Bay Area real estate issues including high prices, rising rates, tax law changes and the basic worker not being able to live in the Bay Area. 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 Mashup! |
Wed, 8 August 2018
Value investing has been out of favor for growth stocks leading to a big difference in PE ratios. Will we see a shift from momentum based stocks to stocks trading at a discount?
12 more days and we will have the longest running bull market without a 20% market correction. I see a lot of portfolios where people have been in the right place, but all they own are S&P large cap stocks, which are now getting quite expensive. Will we see a shift from momentum based stocks to stocks trading at a discount? 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. |
Tue, 7 August 2018
“What do you want to do when you retire?” What you end up doing in retirement could be drastically different from what you are currently imagining.
“What do you want to do when you retire?” It’s a question I ask where too frequently the retiree ends up doing something completely different from what they thought they would be doing. The Honey-Do list keeps most retirees busy in the first days and prevents them from finding what they really are going to do with their time. Today I talk about retirement preparedness through practice. 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. |
Wed, 1 August 2018
Could interest rates be rising again? Possibly not, here are a few things that may help decrease the risk of a huge jump in rates.
When I got into the business 24 years ago the rate on the 10 year treasury was around 6.6%. Today we just hit 3% so how will that affect your bonds? 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. |
Tue, 31 July 2018
GDP boasts some of the best growth we’ve seen in 4 years, so why do we keep hearing about a potential slowdown by 2020?
Last Friday we heard that GDP grew at 4.1%, the best reading in 4 years. The only way we can keep the new tax cuts is to have continued GDP growth that covers the costs of Medicare, Medicaid and other government programs so congress could act again. Today I dig into GDP numbers that beat expectations. 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. |
Fri, 27 July 2018
Strong earnings reports owe major thanks to a strong economy and tax cuts, but the trade skirmish is causing major uncertainty. What could happen going forward?
It’s expected that individual companies will be crushing it in terms of second quarter earnings reports thanks to a strong economy and tax cuts that went into effect this year. What could happen as the trade skirmish continues to cause uncertainty in the market. 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 |
Tue, 24 July 2018
Strong earnings reports owe major thanks to a strong economy and tax cuts, but the trade skirmish is causing major uncertainty. What could happen going forward?
It’s expected that individual companies will be crushing it in terms of second quarter earnings reports thanks to a strong economy and tax cuts that went into effect this year. What could happen as the trade skirmish continues to cause uncertainty in the market. 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. |
Fri, 20 July 2018
Will the trade skirmish becoming a trade war? Meanwhile the US markets and the dollar rally on and emerging markets suffer. Will things get worse before they get better?
Most of what you hear on financial media right now is the idea of a trade war. While negotiations are causing some uncertainty in the market, the S&P has rallied 3% since the end of the second quarter (just 20 days ago). Will things continue to get worse before they get better? 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. |
Thu, 19 July 2018
Last week jobless claims dropped to the lowest level since 1969. The lower those numbers fall the more you hear about employees demanding higher wages. Increasing wages alongside rising interest rates and tariffs slows down rapid growth. 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. |
Tue, 17 July 2018
Tax cuts have created high expectations for 20% Q2 earnings growth. Will trade war concerns slow this market?
Tax cuts make Q2 earnings report an easy comparison to 2017. Next year we know comparables will be much tougher and the potential trade war looming could increase prices and slow the economy. 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, 11 July 2018
Trump stated trade wars are easy to win, but some believe pain is on the way. What possible buying opportunities exists if the markets head south?
President Trump predicts easy to win trade negotiations vs China, but one article predicts there may be worse to come after US fires new shots in trade war. Although emerging markets did well in 2017, they have been hit hard in recent months. Countries including Brazil, Turkey, India and South Korea could present major buying opportunities if their currency continues to fall. 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. |
Tue, 10 July 2018
Tax cuts have created high expectations for 20% Q2 earnings growth. Will trade war concerns slow this market?
Tax cuts make Q2 earnings report an easy comparison to 2017. Next year we know comparables will be much tougher and the potential trade war looming could increase prices and slow the economy. 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. |
Fri, 6 July 2018
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 visit www.NewFocusFinancial.com. 1 year morning show anniversary encore! |
Tue, 3 July 2018
For most Americans life insurance is a horrible investment program. Today I send out a PSA against magical indexed life insurance policies that are just plain bad.
For 99% of the American population, life insurance is a horrible investment program. The only people who will tell you something different are those with a sales pitch looking for commission. Today I discuss the poor idea of owning indexed life insurance policies as investments. 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. |
Wed, 27 June 2018
Many financial media smarties are really just pointing out what has already happened. Here’s what helps them guess what stocks will continue to do poorly and which will turn things around.
Financial media is filled with stories of “analysts” who sound smart, but all they are really doing is telling you what already happened. Today I explain market cycle trends these people are looking at that make them seem smart and how you can spot them too. Other topics include:
Come join Rob Black at our 10 Pillars of Retirement Income Planning Seminar. This seminar will be held tomorrow, June 28th at the Palo Alto Elks Lodge and starts at 6:30 pm. Registration is only $25 so click HERE to sign up!
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. |
Tue, 26 June 2018
Despite some volatility from growing trade tensions our economy remains strong. How is our economy being affected by these tense talks?
The second quarter is coming to an end and trade tensions are seemingly climbing higher every day. One economist believes Trump should expand service trade with China instead of renegotiating tariffs on physical goods. Today I look at how certain market sectors have responded to the trade negotiations and currency issues dominating the news. Other topics include:
Come join Rob Black at our 10 Pillars of Retirement Income Planning Seminar. This seminar will be held thisThursday, June 28th at the Palo Alto Elks Lodge and starts at 6:30 pm. Registration is only $25 so click HERE to sign up!
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. |
Fri, 22 June 2018
Americans were making so many mistakes with their retirement accounts that the DOL stepped in and created the Fiduciary Rule. Today this rule is dead.
While the goal was to get investors away from expensive commission based products, too many loopholes and lobbyists were involved and the fiduciary rule is now dead. Until then it is up to you to know what fees you are paying. Today I discuss how to protect yourself from bad retirement products. Other topics include:
Come join Rob Black at our 10 Pillars of Retirement Income Planning Seminar. This seminar will be held on Thursday, June 28th at the Palo Alto Elks Lodge and starts at 6:30 pm. Registration is only $25 so click HERE to sign up!
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. |
Tue, 19 June 2018
Trade disputes are increasing as the United States identifies $200 billion worth of Chinese goods for additional tariffs at a rate of 10 percent. While the increase in tariffs shouldn’t come as a surprise, the timing is quite interesting. Today I examine the latest news in the trade wars. Other topics include:
Come join Rob Black at our 10 Pillars of Retirement Income Planning Seminar. This seminar will be held on Thursday, June 28th at the Palo Alto Elks Lodge and starts at 6:30 pm. Registration is only $25 so click HERE to sign up!
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. |
Wed, 13 June 2018
Could a tick up in inflation lead to four rate hikes this year and even more volatility in the bond market?
News of higher than expected increase in producer prices comes at the same time the feds announce a .25% rate increase. continued inflation surprises will lead to expectations of 4 rate hikes this year. Plain and simple this will mean more volatility in the bond market. Other topics include:
Come join Rob Black at our 10 Pillars of Retirement Income Planning Seminar. This seminar will be held on Thursday, June 28th at the Palo Alto Elks Lodge and starts at 6:30 pm. Registration is only $25 so click HERE to sign up!
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. |