In this episode of the podcast "New Focus on Wealth," hosted by certified financial planner Chad Burton, the focus is on the stock market. Burton points out that the NASDAQ is up 33% for the year due to the market cap weighted tech-heavy index. However, if you look at the return from January 1st, 2022, to today, the NASDAQ is down 10%. He advises listeners to avoid FOMO and be cautious when making financial decisions. Burton shares that massive corrections are usually buying opportunities but cautions that most investors were already overweight in large cap growth.

Timestamps:

[00:02:19] NASDAQ explained and analyzed.

[00:04:15] Tech stocks and valuation.

[00:08:16] Tech stock recovery rally.

[00:12:06] Small and mid cap struggles.

[00:15:24] International developed outperforming the US.

[00:19:02] High deductible health plans.

[00:23:02] Medicare and retirement savings.

[00:27:28] Tax-free retirement income.

[00:31:11] Refinancing commercial loans.

[00:35:05] Investing in T bills.

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 the podcast "New Focus on Wealth," hosted by certified financial planner Chad Burton, the focus is on the stock market. Burton points out that the NASDAQ is up 33% for the year due to the market cap weighted tech-heavy index. However, if you look at the return from January 1st, 2022, to today, the NASDAQ is down 10%. He advises listeners to avoid FOMO and be cautious when making financial decisions. Burton shares that massive corrections are usually buying opportunities but cautions that most investors were already overweight in large cap growth. Timestamps: [00:02:19] NASDAQ explained and analyzed. [00:04:15] Tech stocks and valuation. [00:08:16] Tech stock recovery rally. [00:12:06] Small and mid cap struggles. [00:15:24] International developed outperforming the US. [00:19:02] High deductible health plans. [00:23:02] Medicare and retirement savings. [00:27:28] Tax-free retirement income. [00:31:11] Refinancing commercial loans. [00:35:05] Investing in T bills. 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®