In this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches on the challenges faced by emerging markets. Tune in to get a comprehensive update on the current financial landscape.

Timestamps:

[00:02:27] Small and mid-cap stocks.

[00:04:18] Tech stocks and earnings.

[00:09:02] Earning higher interest rates.

[00:12:58] Bonds and annuities explained.

[00:16:41] Annuities and alternative investments.

[00:19:24] Annuities and financial advisors.

[00:23:07] Health care costs and financial planning.

[00:28:26] Premium tax credits in retirement.

[00:33:40] Roth conversion considerations.

[00:35:07] Tax diversification for retirement.

[00:37:30] Helping with taxes and withholding.

Email your money question to chad@chadburton.com. 

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

In this episode of "New Focus on Wealth," host Chad Burton discusses the latest news on inflation and its potential impact on the Federal Reserve's actions. He shares that inflation rose at the slowest pace since March 2021, raising questions about the Fed's future decisions. Burton provides a weekly market update, highlighting that the S&P 500 has gained 16.58% so far this year. He also discusses bond market trends and the performance of the US aggregate bond index. Finally, Burton touches on the challenges faced by emerging markets. Tune in to get a comprehensive update on the current financial landscape. Timestamps: [00:02:27] Small and mid-cap stocks. [00:04:18] Tech stocks and earnings. [00:09:02] Earning higher interest rates. [00:12:58] Bonds and annuities explained. [00:16:41] Annuities and alternative investments. [00:19:24] Annuities and financial advisors. [00:23:07] Health care costs and financial planning. [00:28:26] Premium tax credits in retirement. [00:33:40] Roth conversion considerations. [00:35:07] Tax diversification for retirement. [00:37:30] Helping with taxes and withholding. Email your money question to <a href="mailto:chad@chadburton.com" target="_blank" rel="noopener">chad@chadburton.com</a>.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit <a href="http://www.chadburton.com/" target="_blank" rel="noopener" data-saferedirecturl="https://www.google.com/url?q=http://www.ChadBurton.com&source=gmail&ust=1616098767834000&usg=AFQjCNFfULnZ0w5Fo43h-WqtNmVqM4Mw-Q">www.ChadBurton.com</a>

Rob Black and Certified Financial Planner, Chad Burton, discuss 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.

Rob Black and Certified Financial Planner, Chad Burton, discuss 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.

New Focus on Wealth with Chad Burton

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

New Focus on Wealth

New Focus on Wealth with Chad Burton, CFP®