Wed, 24 April 2013
In this podcast, Chad Burton, CFP®, welcomes guest James Moffett, CFA, Chief International Equities Strategist for Scout Investments. James discusses some of the biggest recent shifts in international investing and shares his thoughts on investing in Japan, China, Mexico, Brazil and other countries. He also offers his perspective on the European debt crisis and the premium valuation of U.S. markets. www.NewFocusFinancial.com |
Tue, 23 April 2013
Learn about common estate planning mistakes and how to pick an attorney as well as your trustee with Chad Burton, CFP®, and attorney Michelle Lerman of Lerman Law Partners, LLP. Chad also discusses what retired people should look for on their tax return now that tax season is over as well as key steps to take when reviewing your retirement portfolio. www.NewFocusFinancial.com
Direct download: Chad_Burton_w_Michelle_Lerman_4-22-13_Medium_32K.mp3
Category:general -- posted at: 1:55pm PST |
Tue, 16 April 2013
In this episode, Chad Burton, CFP®, discusses how international investing has changed over the years as well as which countries to consider and which to avoid with James Moffett, Chartered Financial Analyst (CFA). Jim is chief international equity strategist for Scout Investments and serves as lead portfolio manager for the Scout International Fund, with more than 40 years of investment management experience. His investment team has been nominated three times for Morningstar's International Manager of the Year Award. www.NewFocusFinancial.com
Direct download: Chad_Burton_show_4-15-13_32k_JIm_Moffett_Medium.mp3
Category:International Investing -- posted at: 3:59pm PST |
Thu, 11 April 2013
Do you understand what asset allocation really means? In this podcast, Chad Burton, CFP®, explains how using asset allocation to build a more diversified portfolio can help you reach specific goals while taking on as little risk as possible. You’ll also learn about types of assets classes and the three most critical elements behind asset allocation: standard deviation, beta and the consistency of returns. www.NewFocusFinancial.com
Direct download: What_asset_allocation_means_strategic_moves_alternative_investments_picking_funds_and_ETFs.mp3
Category:Asset Management -- posted at: 12:00am PST |
Tue, 9 April 2013
In this episode, Chad Burton, CFP®, discusses current news, Traditional IRA and Roth IRA contribution rules, the "backdoor Roth IRA" for high-income earners, leveraged closed-end bond funds, bond duration and risk, as well as active vs. index investing. www.NewFocusFinancial.com
Direct download: Chad_Burton_4-8-13_Medium_32k.mp3
Category:Individual Retirement Account -- posted at: 12:33pm PST |
Thu, 4 April 2013
Before buying that new BMW or caving in to your child's cries for a new iPhone or iPad, take a second to think about your long-term investment goals. Chad Burton, CFP®, discusses factors you should weigh before making an impulse purchase, as well as the importance of developing more selective buying habits. www.NewFocusFinancial.com
Direct download: Saving_for_retirement_expensive_toys_depreciating_assets.mp3
Category:Retirement Saving -- posted at: 12:00am PST |
Wed, 3 April 2013
In this episode, Chad Burton, CFP®, discusses many Americans' failure to save enough for retirement, poor spending habits that will have you working until the day you die, how Congress is trying to stop people from robbing their retirement accounts, and what you can do to have a meaningful retirement. Chad also answers questions about structured note CDs, 401(k) allocation and managed futures. www.NewFocusFinancial.com |