New Focus on Wealth with Chad Burton

2017 Market expectations, stress testing your portfolio and gold IRA’s


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2017 got off to a good start last week, but is this expected to continue? Today I talk about expectations as we enter an administration under President-elect Trump. Did the volatility index change due to fear or anticipation?  Can the run in small-caps continue? What are some positives we can look forward to during the next 4 years? Other topics include:

  • Beth has a few questions about 529 plans regarding her children. What are the options for one who wants to live off campus and another with special needs and does not want to further their education?
  • Three ways to stress test your portfolio
  • How much cash would it take for you to delay your social security?
  • Gold IRA’s and REIT’s–One is HORRIBLE and one may still be a hedge against inflation

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

 

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New Focus on Wealth with Chad BurtonBy Chad Burton

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