This episode focuses on various financial topics discussed by Certified Financial Planner, Chad Burton. He provides a market update, discussing the performance of different indices and the impact of interest rates on investments. Chad also delves into the debate between active and passive investing, particularly in the context of large-cap stocks. He emphasizes the importance of asset allocation, tax implications under the 2017 Tax Cuts and Jobs Act, and the potential consequences of the tax cut expiring. Additionally, Chad touches on the benefits of smart beta indexing and the significance of government accountability in financial planning. Throughout the episode, he offers insights and advice on managing investments, tax planning, and retirement preparation.

Timestamps:

[00:02:54] Bond Market Performance.

[00:05:29] Interest rates and recession predictors.

[00:09:20] Maximizing Cash Investments.

[00:13:31] Total return on investments.

[00:17:27] Active vs. passive investing.

[00:20:48] Large Cap Investing Strategies.

[00:26:07] Active vs. passive management.

[00:27:55] Asset allocation for retirement.

[00:33:28] Tax implications for California and Oregon.

[00:35:14] Tax law changes analysis.

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