In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up.

Timestamps:

[00:01:23] Market update and performance.

[00:04:23] Stock market performance analysis.

[00:09:21] Small cap stocks and recovery.

[00:14:04] REITs and rising interest rates.

[00:16:32] Real estate investment trusts.

[00:21:06] Bond rates reinvestment risk.

[00:25:00] Laddering Treasury bonds and corporate bonds.

[00:30:57] Medicaid and Spousal Impoverishment.

[00:32:41] Medicaid planning for nursing homes.

[00:36:23] Planning for long-term care.

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 provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Timestamps: [00:01:23] Market update and performance. [00:04:23] Stock market performance analysis. [00:09:21] Small cap stocks and recovery. [00:14:04] REITs and rising interest rates. [00:16:32] Real estate investment trusts. [00:21:06] Bond rates reinvestment risk. [00:25:00] Laddering Treasury bonds and corporate bonds. [00:30:57] Medicaid and Spousal Impoverishment. [00:32:41] Medicaid planning for nursing homes. [00:36:23] Planning for long-term care. 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®