New Focus on Wealth with Chad Burton

Leveraging AI in Financial Planning & Investing


Listen Later

On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.

Timestamps:

[00:01:23] Earnings growth and valuations in 2024.

[00:06:09] Sneaker return for the year.

[00:09:13] Artificial intelligence and tech revolution.

[00:14:18] AI in Energy Sector.

[00:16:20] AI in financial planning.

[00:21:19] Pfizer spinoffs and mergers.

[00:25:34] Reinvesting dividends for wealth building.

[00:28:48] Planning Retirement Cash Flow.

[00:33:44] Building a laddered bond portfolio.

[00:36:39] Building a bond ladder.

[00:37:53] Building a diverse bond ladder.

Email your money question to [email protected]

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

...more
View all episodesView all episodes
Download on the App Store

New Focus on Wealth with Chad BurtonBy Chad Burton

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

68 ratings


More shows like New Focus on Wealth with Chad Burton

View all
Investing Insights by Morningstar

Investing Insights

522 Listeners

Rob Black Show by Rob Black

Rob Black Show

150 Listeners

Allworth Financial‘s Money Matters by Allworth Financial

Allworth Financial‘s Money Matters

844 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

807 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,283 Listeners

Rob Black Show by Rob Black & Your Money

Rob Black Show

44 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

296 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

674 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

608 Listeners

The Long View by Morningstar

The Long View

919 Listeners

Sound Investing by Paul Merriman

Sound Investing

345 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

147 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,039 Listeners

New Focus on Wealth with Chad Burton by New Focus on Wealth

New Focus on Wealth with Chad Burton

4 Listeners