In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

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

 

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