New Focus on Wealth with Chad Burton

Going into 2019 worried about your portfolio is a less that fun way to welcome in the New Year. What should you be doing and what moves should you avoid when there is uncertainty in the market?

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Going into the holidays worried about your portfolio is not a great way to welcome in the New Year. The S&P was up nearly 9.5% by the end of September and today the S&P 500 is down nearly 8% for the year including dividends. Be careful trading at year end when investors are tax loss harvesting. Other topics include:
• 2018 market review
• What not to do in a recession/bear market
• Typical pullbacks and recoveries
• What you should consider when going through a stock market correction
...more
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New Focus on Wealth with Chad BurtonBy Chad Burton
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