New Focus on Wealth with Chad Burton
382 episodes - English - Latest episode: 4 days ago - ★★★★ - 60 ratingsCertified Financial Planner, Chad Burton discusses important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.
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Episodes
A Healthy Perspective on Healthcare
November 01, 2020 12:00 - 36 minutes - 50.1 MBToday Chad Burton talks about the healthcare sector. Tracking healthcare companies is going to be interesting, but how will they be impacted by the election? What about biotech? Logistics? Medical tech? Insurance? We take a look at BlackRock Health Sciences Fund predictions if Trump is re-elected. How will the potential Obamacare repeal impact the healthcare sector? How will things change under Joe Biden? Does it matter who is the president? Do executive orders make a difference? We cover al...
S&P 500 Envy is Alive and Well
October 31, 2020 12:00 - 36 minutes - 50.5 MBIt’s time to talk about S&P 500 envy. Tech companies have become the largest companies in America and the S&P 500 is dominated by tech because we’re talking about a market-weighted average. Tech has benefitted the most from us being in lockdown for COVID-19. There are algorithms out there created by Facebook to keep us engaged. So that means there are algorithms that are basically driving up the S&P 500 because we’re all stuck at home during COVID-19. With the S&P looking so good, why should...
Chad Reviews 3rd Quarter 2020 Stock & Bond Market
October 30, 2020 10:51 - 1 hour - 112 MBBig episode today. Host Chad Burton is doing a deep dive review of Q3 and making some observations about what might be coming up in Q4. Plus…Why is the market up with all of the uncertainty? We’ll ask “Is tech too expensive?” with special guest Titania Hanrahan with BlackRock Technology Opportunities Fund. And of course, we can’t talk about our forecast for Q4 without forecasting what the market will look like under Democrats vs Republicans. A lot of that has to do with Biden’s proposed tax ...
Call Me On My Cell Tower feat. Steve Shigekawa (Nueberger Berman Real Estate)
October 14, 2020 19:35 - 43 minutes - 60.3 MBOn today’s episode, we’re talking all about real estate with Steve Shigekawa . Let’s take a deep dive into the success of the Nueberger Berman Real Estate (NBRIX) and some interesting decisions they’ve made investing in things like cell phone towers and data centers. We also go into how business travel has been impacted by the pandemic. Should you invest in traditional or modern travel options? Hotels vs. services like Airbnb? Learn all of that and more on today’s episode of New Focus on Wea...
Traveling with Inspirato
October 08, 2020 12:00 - 37 minutes - 51.4 MBOn today’s episode, we’ll take a look at what Trump’s announcement of a stalled stimulus package means for the market. Then, Host Chad Burton welcomes special guest Dain Rasmussen, Senior VP at Inspirato to talk about all of the latest travel news during the pandemic. Topics include: Should you travel to Hawaii? What do you need to get into Costa Rica? There’s also the health angle to consider when traveling. What’s up with everyone purposely overdosing on vitamins? Plus, what are the benefi...
It Is Time for the Q4 Status Quo
October 06, 2020 17:22 - 37 minutes - 51.2 MBIn Q3, We had another quarter where growth dominated value. Where does that leave us for Q4? It seems returns are up, but what does that really mean when such a huge percentage of the economy is linked to thinks like tech and insurance this year? It has to do with how the S&P is weighted. We’ll take a deep dive into what to look for in Q4 and more in this episode of New Focus on Wealth with Chad Burton. Email your money question to [email protected] , or call the show at 1-800-516...
The Election & The Economy
October 01, 2020 18:07 - 36 minutes - 49.8 MBToday, host Chad Burton takes a look at the upcoming election and how it might impact your wealth management and retirement. Enjoy this deep dive into the three scenarios that can happen. But how does the market do under a split government? How should you handle gifts to your heirs? Historically, there are some indications that not much will change. Learn why on this episode of New Focus on Wealth with Chad Burton. Bonus: How has technology saved the S&P during COVID-19? Plus, did you know t...
Your Health is the Best Candidate When it Comes to a Happy Retirement
September 29, 2020 19:50 - 36 minutes - 50.3 MBOn today’s episode, host Chad Burton digs into the myriad of reasons that your health should be your first priority when considering retirement. When do you retire? When you’re old and everything is lined up to benefit your heirs, but maybe you’re a little too old to enjoy the fruits of your labor? Or do you take an early retirement or a phased retirement? Plus, how will the 2020 election impact the stock market and your investments? We’ll discover all of that and more in this week’s episode...
The Estate of the Union
September 25, 2020 01:00 - 36 minutes - 52.7 MBIn today’s episode, Chad Burton talks about estate taxes and how they impact you based on your wealth and your tax bracket. 11.58 million. That’s the benchmark right now for whether or not your heirs will be hit with an estate tax after your passing. How is that going to change under Biden? The wealthy have been paying the lowest taxes in years. You can bet things are going to change. When is it right to move your stock certificates and other assets into a brokerage account in the name of yo...
Let’s Talk About Taxation
September 24, 2020 12:00 - 36 minutes - 52 MBIt hasn’t been a great start to the week, but with a knowledge drop from Chad Burton, you’ll learn how to endure and come out ahead. In this episode, Chad shares insights on what to do with your retirement savings if you’re self-employed. We’ll also talk about how too many people don’t realize that Robin Hood income is taxed. And what will the stock market look like if Biden is elected over Trump in the short term and long term? That might depend on whether we’re talking monetary stimulus or...
Making Travel Plans with Inspirato
September 16, 2020 21:12 - 36 minutes - 52.3 MBWhat are you saving for with your retirement budget? Are you counting on traveling later? Why not do it now? In today’s episode, host Chat Burton speaks with the folks at Inspirato about how to travel in style on a subscription-based model that will deliver you to beautiful homes around the world. We also talk about where to travel now during the pandemic and where it might be a good idea to skip out on for the time being. All that and more on this week’s episode of A New Focus on Wealth wi...
The Link Between Physical and Financial Wellness
September 15, 2020 19:23 - 36 minutes - 51.9 MBWhat are you doing to prepare for retirement? Don’t believe the ads that tell you to pack in a 5 year nest egg. In this episode, host Chad Burton talks about the importance of planning until you’re well into your 90s. And we’re not talking about just your physical or financial health. It turns out the two share a strong correlation. We’ll also avoid the chaotic stock advice on TV (so many screens and arrows) and opt for Monte Carlo simulations and playing the long game. All this and more on ...
Making the Cut: A Review of Recent Tax Cuts and a Look Ahead
September 10, 2020 20:40 - 36 minutes - 52.4 MBChad opens up the Podcast with a brief analysis of various stocks, making note of a handful of large companies whose stock prices are currently down. Chad then goes on to address the impact of COVID-19. Chad notes the market has revealed harm to the travel and leisure industries, including places that are hurt by a lack of physical shoppers at store locations, while many other industries have been unaffected, or thrived during the pandemic. He then goes on to discuss tax cuts from 201...
You’ve Got to Go With the Flow Chart: What to Do After You Max Out Your 401K
September 08, 2020 18:19 - 37 minutes - 54.4 MBNot many Americans under 50 can do it, but if you’re maxing out your 401K, you’re probably wondering what to do next. There are so many options: Roth IRAs, Backdoor Roth IRAs, and more. Host Chad Burton is here to help with an advanced flow chart that is the perfect starting point. 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 Financ...
What to Do After You Max Out Your 401K?
September 08, 2020 18:19 - 37 minutes - 54.4 MBIf you’re maxing out your 401K, you’re probably wondering what to do next. There are so many options: Roth IRAs, Backdoor Roth IRAs, and more. Host Chad Burton is here to help with an advanced flow chart that is the perfect starting point. 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...
Let’s Split This One: Looking at the Impact of Stock Splits During COVID-19 & Beyond
September 07, 2020 19:14 - 36 minutes - 53 MBIn this episode, host Chad Burton breaks down his opinion on stock splits and how they will impact the market now and in the future. He also gives a guided overview of how those splits might look in various S&P, 500s, ETFs, and more. Plus, thinking about investing in real estate to create a tax deduction? Maybe hold up until you give this a listen. 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....
Retirement travel during COVID? With our friend Dain Rasmussen from Inspirato
August 28, 2020 21:02 - 38 minutes - 52.6 MBRetirement today has changed especially where and how you can travel. Where can you travel during COVID times? Dain Rasmussen the Senior Vice President at Inspirato shares this and much more with us on this episode. Topics discussed: What is Inspirato? Mega Backdoor Roth IRA Article from show: https://newfocusfinancial.com/supercharge-your-tax-free-account-balances-with-mega-backdoor-roth-conversions/ Email your money question to [email protected] , or call the sh...
There’s Traveling and Then There’s Traveling Right
August 28, 2020 21:02 - 38 minutes - 52.6 MBRetirement travel can be joyful and stressful in ordinary times. But then again, we’re not living in ordinary times. In this episode, host Chad Burton speaks with Dain Rasmussen, SVP at Inspirato about where to travel during COVID-19 and how to do it the right way, the luxurious way, and the smart way. Get to know all about Inspirato and also learn more about a Mega Backdoor Roth IRA and more. Article from show: https://newfocusfinancial.com/supercharge-your-tax-free-account-balances-w...
Life Insurance.. Is it a good investment?
August 22, 2020 19:54 - 38 minutes - 52.7 MBTopics discussed: Life Insurance as an investment Questions to ask when looking for a financial advisor. Disability Insurance S&P 500 vs. Global Diversity Balanced Portfolio. What happened over the last 20 years. Email [email protected] if you’d like this document from BlackRock. 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 ...
Trump's executive order is a disaster in many ways, but is it even legitimate when Congress controls spending?
August 12, 2020 01:30 - 38 minutes - 37.9 MBIs Trump’s executive order legitimate or not? Small businesses, real estate, unemployed peoples and more are hurting right now, and Congress just can’t seem to get anything done. Today I explain why this order is set to be a disaster in more ways than one. Other topics: Wiping out taxes on RMD’s Retirees no longer itemizing deductions Customized individual 401k options Things I am doing to improve my sleep quality Email your money question to [email protected] , or call...
Second quarter expectations were pretty low due to covid uncertainties – why is the market doing so well when everything feels so awful?
August 06, 2020 01:30 - 38 minutes - 35.5 MBWhy is the market doing so well when everything feels so awful? 84% of S&P 500 companies have reported earnings so far and the good news is 60% have reported a positive revenue surprise after analysts downgraded their expectations. The bad? Compared to Q2 2019 we’ve declined by 35.7%, the largest year over earnings decline since 2008. Other topics: Small business closures & relief Is price-to-book ratio flawed and outdated? Maximizing home workouts Email your money question to cha...
Between job losses and low productivity, coronavirus is changing the way we look at investing. Is there a better way to provide relief during this pandemic?
August 05, 2020 01:30 - 38 minutes - 35.3 MBCovid struggles appear to be ramping up again with more people either struggling to find work or keep their business afloat, while others must juggle homeschooling with working from home. Covid is causing us to take another look at our investments and determine what we want to hang on through this if productivity stays low and unemployment continues to stay high. Other topics include: A better covid relief proposal How covid is hitting social security Paying off your primary mortgage vs...
Having a checklist is handy when you visit your financial planner, but do you know what topics you need to discuss before you retire?
July 23, 2020 00:38 - 36 minutes - 33.3 MBThere are a myriad of things to think about, discuss and plan for before you retire. Checklists help you get organized and provide a great starting point before you go see your Certified Finical Planner ™. Today I discuss what is on my retirement plan checklist. Email me for a copy [email protected] 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 Wealt...
Fixed income looks different than it did before covid struck. Are you still on track?
July 15, 2020 04:00 - 38 minutes - 35.8 MBThe way we look at fixed income for retirement is always changing. The customary 4% withdrawal rule we all know has changed to be more of a 3.5% rule. Today I discuss the basic “rule of thumb” for financial planning and explain the smiley face spending curve in retirement. Other topics: Unreliable online retirement calculators How has the covid recession changed your spending habits? Not making the typical retirement mistakes Why aren’t we talking about improving immune systems to hel...
Don’t lose your equity trying to flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario.
July 09, 2020 04:00 - 39 minutes - 36.2 MBDon’t lose your equity trying to constantly flip your way up to the better house. Allow me to clarify the flip, flip, flip, crash scenario. Diversify the home equity you create! Other topics include: Moving up and keeping your previous home as a rental property Vacation home traps and other real estate mistakes Tax mistakes in retirement Click HERE to register for the FREE Investing & Retiring Post-Pandemic webinar. Email your money question to [email protected] , or ca...
Are we on the road to recovery? It’s been a rollercoaster of a year with some scary numbers, but consumer confidence is keeping us afloat.
July 08, 2020 04:00 - 38 minutes - 35.7 MBRisk on, risk off. The shortened week of trading was an interesting one to watch as the volatility we have seen this year is akin to Great Depression era. There is more confidence than warranted in this V-shaped recovery as we inch towards a coronavirus vaccine. Even though covid continues to be a strain on the economy, the S&P 500 posted a 3% gain last week and is trading at 22x earnings! Realize your risk tolerance and don’t make emotional mistakes. Other topics include: Stocks that are d...
What you do when the market is negative is the most important thing. Don’t stray from your financial plan early on and ruin your retirement.
July 07, 2020 16:49 - 38 minutes - 35.6 MBRetiring in the midst of a pandemic is a tricky situation indeed, and how well you manage your expenses these next 10 years will either make or break your retirement. Today I explain what goes into financial plans and how linear cashflow modeling and Monte Carlo simulations can determine if your portfolio will outlast you. Other topics include: US vs. International rates of return How I calculate the 5.15% return rate I want you to beat What if the market tanks during your first year of...
2020 has been a rollercoaster of a year, and it only starts with the pandemic. The S&P 500 was down 20% in Q1 and then Q2 up almost 20% in Q2.
July 01, 2020 04:00 - 38 minutes - 9.06 MBIt’s the last day of the second quarter and the S&P 500 is down only about 3% for the year despite the pandemic. This year has been nothing short of a roller coaster and it is reflected in the quarter-to-date returns. In terms of year-to-date returns, real estate is looking like one of the worst asset class to be in. Other topics include: Getting decent sleep to boost your immunity and fight covid Is it impossible for most retiree’s to maintain their spending? What is the new rule of th...
Ever notice how quickly the media changes its tune? Just look at the difference in coronavirus news this year.
June 25, 2020 01:00 - 38 minutes - 35.7 MBSomedays you wake up and you just don’t want to read the news. It’s hard to trust the media in a pay-per-click world where speculation and speed seems to be more important than factual reporting. For instance, six months ago, when covid was just starting to shut down the economy, all we had to do was wait 12-18 months for a vaccine, yet today the media is filled with stories on how covid is wreaking havoc on small businesses and causing a global recession. Other topics include: Bonds and ho...
The market has been driven by coronavirus and trade issues lately. Stocks trade based on future cash flow, so ignore the short term and invest for the long run.
June 24, 2020 04:00 - 38 minutes - 35.6 MBYesterday, White House trade advisor Peter Navarro made it sound like trade deal talks were over, then later claimed his words were taken out of context. Stock market futures proceeded to tumble more than 400 points, but as of this morning, futures are positive for the day. That’s how volatile these things can be. Everything eventually boils down to whether companies are selling more goods or services since stocks trade based on future cash flows. Ignore the short term and invest for the lon...
High real estate prices are apparently no match for low interest rates. Know this before settling on an intrafamily loan.
June 17, 2020 22:43 - 38 minutes - 53.3 MBReal estate has been incredibly expensive for quite some time now and buyers are having trouble saving enough for a proper down payment. Still, there is an urgency for people to get into the house they want while interest rates hover around record lows. The result? There are a lot of intrafamily loans going on. Always be sure to consult a tax advisor and attorney before committing you and your family to this agreement. Other topics: The difference between delayed financing and intrafamily l...
Retail shattered high expectations this morning – Is the economy roaring back?
June 17, 2020 04:00 - 38 minutes - 53.5 MBConsumers now freed from strict coronavirus restrictions are journeying out and opening their wallets. As a result, the DOW was set to open higher this morning on the idea that retail sales are shattering already lofty expectations. It’s a positive start to the day, how do we hold it? Other topics: The July-covid question Cringey infrastructure spending Positives coming out of Covid Stupid stuff on the stock market The “Back To Work” bonus vs. coronavirus relief bill Email you...
Are there benefits to owning cruise stocks if nobody is taking a trip on one? Covid is changing how we travel, and it’s taking retirement with it.
June 11, 2020 04:00 - 39 minutes - 9.3 MBWillingness to reopen the economy hinges on your personal health and how covid has affected your life. No matter how quickly that happens, covid is going to change the way we travel. For instance, a cruise is the quintessential retirement vacation, but it may be that cruise ships never recover if we continue to practice social distancing. Today I look at the future of travel and everything that goes with it. Email your money question to [email protected] , or call the show at...
The S&P 500 erased its losses for the year following one of the most volatile markets ever recorded. Did you remain invested throughout it?
June 10, 2020 04:30 - 39 minutes - 9.3 MBCongratulations if you stayed invested the last 6 months. The S&P 500 has essentially erased its losses for the year after enduring the most consecutive days with returns greater than +/- 4% and the second most days with volatile +/- 4% trading days. Don’t worry if your properly diversified portfolio is still negative, your fund isn’t bad or underperforming, some asset classes just haven’t rebounded yet. Other topics include: Stagflation, TIPS and your retirement plan Updating your estate...
Thinking about starting your own business? There are a lot of things you need to plan for before you can go around bragging about running your own corporation.
June 06, 2020 04:00 - 40 minutes - 9.55 MBBeing able to tell people you own a corporation just sounds cool. Though the phrase might is indeed fun to throw around, the responsibilities and everything that follows are not. Health insurance benefits, 401k match and disability benefits go away... but at least your taxes go up! Today I tackle self employment issues, maximizing your retirement savings and how to minimize the dreaded self-employment tax. Other topics: Looking at how the stock market preformed last month Are stimulus che...
Thinking about starting your own business? There are a lot of things you need to plan for in order to break even on taxes and benefits as a self-employed.
June 06, 2020 04:00 - 40 minutes - 9.55 MBBeing able to tell people you own a corporation feels empowering. Before you jump ship and quit your job make a list of the added responsibilities and increased costs of being your own boss. Items to include are health insurance benefits, 401k match, FICA tax match and disability benefits. Today I tackle self-employment issues, maximizing your retirement savings and how to minimize the dreaded self-employment tax. Other topics: Looking at how the stock market preformed last month Should y...
Civil unrest is surging across the nation and historically it hasn’t harmed the market. Rob takes over today to discuss what economic factors do bother him.
June 03, 2020 20:17 - 38 minutes - 35.5 MBWhat Rob likes about sitting in for me is it makes him think in a big picture way instead of stories. Key economic indicators are weirdly inverted, which is usually a bad sign. Massive amounts of stimulus means markets are rallying higher than pre-covid times, but mounting civil unrest makes you wonder what is enough to derail us. So far, the answer is “No”. Today Rob talks about his biggest issue with the market and what we can do to get over it. Other topics include: The stock market as a...
2020 has been a complete disaster of a year – unless you are looking at the stock market
June 03, 2020 04:30 - 39 minutes - 9.26 MBIs 2020 over yet? It’s been one disaster after another, but the S&P 500 climbs a wall of worry and is barely down for the year. The S&P is tech heavy these days and tech is very important for the newwnew from home trend. Today I look at the crazy weekend and the rallying market. other topics include: How low bond yields are making retirement goals harder to reach Why bond alternatives might look good going forward Email your money question to [email protected] , or call the...
Many small business owners are closing their doors for good. What can the survivors do to stay afloat if we have a second or third Covid outbreak?
May 28, 2020 03:57 - 38 minutes - 9.09 MBI always tell people, if you want to become a small business owner, you need to make 130% more than what you are making now. Self-employment tax, lack of 401k match and health insurance costs add up for the self-employed. Small business owners that get paid in cash, and didn’t report all of their cash income, ended up with fewer benefits under the CAREs act. Being self-employed is great... if you have a plan and know what you need to make to break even Other topics: Is the stock market doin...
Everyone expects corporate REITs to take a dive, right? Here’s a logical argument where the demand for more office space actually increases.
May 21, 2020 02:14 - 38 minutes - 35.8 MBMost real estate investment trust (REITs) are publicly traded stocks with a different tax structure requiring a higher income payout to investors. Some REITs looked expensive before COVID struck and now, with more people working from home, we are left wondering what will happen to office REITs. Will income drop? The gut reaction is to expect them to decline in value, but there is one argument that a greater demand could follow. Other topics: Why investors still like REITs Inflation or def...
Big moves up and big moves down. Some states are reopening and we are all hoping we can get back to some resemblance of normal.
May 20, 2020 04:00 - 38 minutes - 35.5 MBBig moves up and big moves down. Get used to increased volatility in retirement. We flattened the curve. Now we are hearing more about vaccines and treatments and he market rallied in response, however, some are on the brink of financial disaster as they are still waiting for unemployment checks and a call back to work. Some small businesses and restaurants have closed for good. While taking caution, it’s time to get out there and get things moving again before we cause a depression. Oth...
Investors everywhere are scrambling, trying to figure out how the economy will recover. CIO Erik Knutzen steps in to share three recovery scenarios we will likely see.
May 14, 2020 19:42 - 38 minutes - 53.3 MBWe are in a special economic situation right now as a result of COVID and the oil war. Today I bring in Erik Knutzen, CFA, and Managing Director of the Neuberger Berman Quantitative and Multi-Asset Class investment team, who has come up with three scenarios for economic recovery. Listen in and check out what Erik has in his investment playbook! Other topics: Does diversification save you money on the downside? Finding bargains and themes that drive opportunity Dislocation Idiosyncrati...
Companies don’t know how to predict their own future. What do investors do now that they have been left in a lurch?
May 06, 2020 02:31 - 38 minutes - 9.11 MBCompanies en masse have withdrawn guidance. Legally it is a good way of protecting themselves, but it leaves investors to fly blind. Still, some companies are beating quarterly expectations if they changed their expectations 30 days out. Other topics include: Real estate Oil jumps 13% Experimental coronavirus vaccine COVID responsibility A future under COVID Email your money question to [email protected] , or call the show at 1-800-516-1220 on Tuesday's and Wednesday'...
More people than ever are working from home. If this continues, how will it affect markets such as real estate?
April 30, 2020 03:35 - 38 minutes - 9.09 MBCoronavirus has quickly changed how we work and live. People may continue to work from home following the pandemic which could affect office oriented real estate. If people are allowed to work from home, will they leave the Bay Area? Other topics include: Financial options for getting through the pandemic Junk bonds returns vs stocks Safe money in IRA’s & 401K’s Inflationary issues Email your money question to [email protected] , or call the show at 1-800-516-1220 o...
Can The stock market sustain current levels? One listener asks if they should stay 100% in money market funds or CD’s until the future is more clear.
April 29, 2020 04:01 - 38 minutes - 9.09 MBIf you cashed out in late March, you may have massive regret as the market has posted a significant rally since the March 23rd low. Today I go over the best case, middle case and worst case scenarios of economic recovery. Also: Who gets a stimulus check? Valuation in small cap stocks 2020 IRA RMD waiver under the CARES Act 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...
The Payroll Protection Program was unsuccessful and now small business owners are aching to restart the economy before their doors shut for good. Will keeping the economy closed be more disastrous than reopening under strict guidelines?
April 24, 2020 01:00 - 38 minutes - 9.08 MBThe average consumer is getting tired of not being able to visit their favorite local businesses. Small business owners are weighing the effects of keeping the economy shut down vs. proceeding with caution. Though most people are getting their income by safely working from home, the Payroll Protection Program has failed to provide for the businesses currently lacking the income needed to stay afloat. Other topics include: Explaining the USO ETF Effects of the stock market An economy com...
Can a COVID vaccine save more than lives? The market is set to rally giving investors hope as an improved coronavirus treatment emerges.
April 18, 2020 01:57 - 38 minutes - 9.01 MBSaving the world by staying at home. Clearly these are special times even though we are itching to get back to work. Stocks are set to rally today on the promise of a better coronavirus treatment in the works. Today Rob Black takes over to discuss the newest hope of the COVID pandemic. Other topics include: The other side of COVID stocks #fakenews on Facebook Reopening the economy Investment angles going into COVID, during COVID and after COVID Are we hitting peak bottom? ...
March was the craziest month we have experienced by far. Let’s review some of the things that have happened so far.
April 15, 2020 01:00 - 39 minutes - 9.33 MBMarch was the wildest ride for the stock and bond market I have seen in the 25 years I have been in the business. Headlines range from anywhere between equity and small cap markets having the best weeks in decades to the rising number of people filing for unemployment. So what really happened in the market? Is it a tough place to thrive, are we crushing it or is it a bit of both? Topics: Is this type of movement normal? The bond market not working properly Access to cash and credit mark...
The CARES Act is frustrating for even the brightest financial planners and CPAs’. Here are the issues we are dealing with right now
April 02, 2020 18:49 - 38 minutes - 8.85 MBToday I dissect the largest fiscal rescue/stimulus package we have ever seen. Will it be enough? The CAREs Act includes financial rescue options for individuals and businesses. The options for small businesses can be very confusing. Can the SBA even handle the process? Eventually the stock market will bounce back and this will end up being a blank spot in the “timeline” of credit market; in terms of loan and mortgage payments. Today I discuss the issues that CFP®s, CPA’s and lawyers are tryi...
What the heck happened in the stock and bond market this last quarter?!
April 01, 2020 02:32 - 39 minutes - 9.29 MBThis quarter was the most volatile in my 25 year career. The S&P 500 jumped 5% from the beginning of the year to 2/19 then dropped -34% until the recent bottom on March 23rd at which point the market rebounded 15% by the end of March. The S&P 500 is down 20% since the start of the year and small and mid-cap stocks are down even further. The bond market also declined and had the most volatile ride I have ever seen until the feds put in a “backstop” on March 23rd. Listen and find out where I ...