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In this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape.
[00:02:20] Tech stocks and market performance.
[00:04:18] Inverted yield curve.
[00:08:51] The order of stock market returns.
[00:11:35] Sequence of returns.
[00:16:20] Shortcut mentality in wealth management.
[00:20:07] Larger portfolios for retirement.
[00:21:47] Portfolio design and alternatives.
[00:25:07] Evolving retirement plans.
[00:29:27] Financial planning in changing times.
[00:32:02] Finding a retirement location.
[00:36:22] Paying off mortgages vs. investing.
[00:38:26] Should I stay retired?
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.
By New Focus on Wealth2.3
33 ratings
In this podcast, Chad & Rob, discuss the current earning season and its impact on the market. They note that while reports have been better than expected, there is still an overall earnings decline of the S&P 500. However, the S&P 500 has seen a 14.95% return, indicating a slight pullback from previous levels. The discussion also touches on the importance of comparing the S&P 500 to the Nasdaq. Tune in to gain valuable insights into the financial landscape.
[00:02:20] Tech stocks and market performance.
[00:04:18] Inverted yield curve.
[00:08:51] The order of stock market returns.
[00:11:35] Sequence of returns.
[00:16:20] Shortcut mentality in wealth management.
[00:20:07] Larger portfolios for retirement.
[00:21:47] Portfolio design and alternatives.
[00:25:07] Evolving retirement plans.
[00:29:27] Financial planning in changing times.
[00:32:02] Finding a retirement location.
[00:36:22] Paying off mortgages vs. investing.
[00:38:26] Should I stay retired?
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.

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