New Focus on Wealth with Chad Burton

The market is off to an amazing start as the Dow hits 26,000 and sees its fastest 1,000 point rise ever. Are we dreaming or is this reality?


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The stock market was remarkable last year for many reasons. Typically we have an intra-year drawdown of 14%; in 2017 the maximum was around 3%. Are these numbers real or just based on corporate tax cut projections? Other topics include:
• Stock market FOMO
• Leveraged ETF’s
• Funding Roth accounts assuming we see a rise in future taxes
• Situations where reverse mortgages work
• Is a 1031 exchange the right move for this SF landlord?
• Is mortgage HELOC tax debt deductible anymore?
...more
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New Focus on Wealth with Chad BurtonBy Chad Burton

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