New Focus on Wealth with Chad Burton artwork

2018 was a rollercoaster of a year that showed why timing the market is a horrible strategy.

New Focus on Wealth with Chad Burton

English - April 17, 2019 22:41 - 37 minutes - 8.9 MB - ★★★★ - 60 ratings
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Previous Episode: Should you liquidate that inherited stock? Are reverse mortgages a great retirement plan? Today it’s your questions and reasons to review your tax return
Next Episode: Opportunity Zone investing is getting a lot of attention in the Bay Area, but what issues has many investors keeping this capital gains deferral at arm’s length?

I hope you didn’t panic out and sell during last year’s holiday correction.  The first quarter of 2019 was the best start for a 60/40 balanced portfolio since 1991.  The last 6 months should be enough to teach you not to try and time the market or invest emotionally. Instead, simply rebalance your portfolio when things feel a bit toppy and buy when the fear is high. Other topics include:

Looking for signs of inflation How to tackle debt When is it a bad idea to rollover your old 401k to an IRA? Pet trusts and digital assets in estate planning What more can you do with your savings? Hiring a third party fiduciary as an executor or trustee Net Unrealized Appreciation and 401k rollovers

 

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday's from 6:00-7:00 a.m. (PDT)

 

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