
Sign up to save your podcasts
Or


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
See omnystudio.com/listener for privacy information.
By New Focus on Wealth2.3
33 ratings
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
See omnystudio.com/listener for privacy information.

151 Listeners

1,943 Listeners

843 Listeners

443 Listeners

803 Listeners

68 Listeners

1,298 Listeners

44 Listeners

538 Listeners

747 Listeners

545 Listeners

676 Listeners

343 Listeners

816 Listeners

425 Listeners