In this episode of New Focus on Wealth, host Chad Burton discusses the themes for 2024 in the stock market and economy. Despite expectations of a recession in 2023, it did not materialize. Looking ahead, the upcoming elections and potential changes in taxes and other policies are important factors to consider. The overall theme is that the Federal Reserve has likely achieved a soft landing by raising rates. Stay tuned to gain insights into the financial landscape for the year ahead.

Timestamps:

[00:01:24] Wacky elections and taxes.

[00:04:03] 10-year bond overvalued.

[00:08:01-00:08:12] Value over growth in 2024.

[00:10:53] REITs underperforming S&P 500.

[00:16:40] Volatility and consistent returns.

[00:18:14] REITs and real estate investment trusts.

[00:23:24] Safe money ideas for retirees.

[00:25:23] Tradable money market funds.

[00:30:23] Estate tax and gifting limits.

[00:33:36] Estate planning for pets.

[00:37:35] Rental property income discrepancies.

[00:40:01] Real estate as a business.

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