New Focus on Wealth with Chad Burton

Are stocks more expensive than this time last year? Reasons why your estate plan shouldn’t wait on probables from the Trump administration.


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Where are we right now in the market compared to last year when we were in an earning recession? Can the Trump administration deliver on post-election expectations quick enough for the market? S&P 500 reports growth in 10 of 11 sectors with tech and real estate reporting revenue growth above estimates since Q4 2016. I also explain why you are hearing more about the real estate sector right now and different subsectors inside real estate. Other topics include:

  • Revenue and where it comes from in S&P 500
  • Bob currently has 2 unconstrained bond funds and is not sure what bonds funds he should be in
  • Hedging portfolios
  • Estate planning in the Trump administration
  • Digital assets
  • An odd story about someone who forgot to check their mail and now it’s costing them $80 million and counting

 

Join Rob Black, Michelle Lerman and I at our retirement seminar this Thursday, March 9th, starting at 6:30 p.m.  at the Toll House Hotel in Los Gatos. Use the code radio25for free entry. Click HERE to sign up!

 

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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