In this episode of New Focus on Wealth, host Chad Burton discusses the current stock market correction and its implications for investors. He explains that a correction occurs when the market is down 10% from a recent peak and highlights that most indexes have been negative since January 2022. Chad also mentions the impact of rising interest rates on tech stocks and the subsequent rally in the AI sector. Despite the QQQ ETF representing the NASDAQ being up 33.87% for the year, it is still down from its highs. Listeners are encouraged to consult a financial advisor before making any investment decisions.

Timestamps:

[00:03:08] Overall stock market performance.

[00:04:14] Negative year in bonds.

[00:07:53] Safe money in retirement.

[00:11:08] Stock market corrections.

[00:15:34] Tech stocks and buying opportunities.

[00:19:26] Interest rates

[00:22:13] Massive inflation caused by PPP loans and ERC credits.

[00:26:05] Bonds as buying opportunities.

[00:29:05] Laddered bond portfolios with high yields.

[00:33:19] High yield bonds and risk.

[00:36:09] Tax loss harvesting.

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 current stock market correction and its implications for investors. He explains that a correction occurs when the market is down 10% from a recent peak and highlights that most indexes have been negative since January 2022. Chad also mentions the impact of rising interest rates on tech stocks and the subsequent rally in the AI sector. Despite the QQQ ETF representing the NASDAQ being up 33.87% for the year, it is still down from its highs. Listeners are encouraged to consult a financial advisor before making any investment decisions. Timestamps: [00:03:08] Overall stock market performance. [00:04:14] Negative year in bonds. [00:07:53] Safe money in retirement. [00:11:08] Stock market corrections. [00:15:34] Tech stocks and buying opportunities. [00:19:26] Interest rates [00:22:13] Massive inflation caused by PPP loans and ERC credits. [00:26:05] Bonds as buying opportunities. [00:29:05] Laddered bond portfolios with high yields. [00:33:19] High yield bonds and risk. [00:36:09] Tax loss harvesting. 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®