New Focus on Wealth with Chad Burton

You’ve heard me talk about the huge outperformance of growth vs value investing since the great recession. Take time to review your portfolio and rebalance if needed.


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Over the last few weeks you have heard me say that growth investing has had a historical run since the bottom of the market in 2009; handily outperforming value investing. This is your cue to do a portfolio review to try and figure out if you are investing areas that have run too far. Other topics include:
• Momentum’s worst daily performance relative to value since early 2013
• Getting your portfolio to last longer in retirement
• Saving Social Security
...more
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New Focus on Wealth with Chad BurtonBy Chad Burton

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