Leveraging AI in Financial Planning & Investing

New Focus on Wealth with Chad Burton

Вміст надано Chad Burton. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Chad Burton або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2M ago 38:57

MP3•Головна епізоду

On this episode of New Focus on Wealth, host Chad Burton, a certified financial planner, discusses market and earnings updates for the first quarter of 2024. He shares insights from FactSet's Earnings Insight report, noting that 92% of S&P 500 companies reported results, with 78% showing positive earnings per share surprise and 59% positive revenue surprise. The blended year-over-year earnings growth for the S&P 500 is 5.4%. For more personal finance tips and resources, visit chadburton.com.

Timestamps:

[00:01:23] Earnings growth and valuations in 2024.

[00:06:09] Sneaker return for the year.

[00:09:13] Artificial intelligence and tech revolution.

[00:14:18] AI in Energy Sector.

[00:16:20] AI in financial planning.

[00:21:19] Pfizer spinoffs and mergers.

[00:25:34] Reinvesting dividends for wealth building.

[00:28:48] Planning Retirement Cash Flow.

[00:33:44] Building a laddered bond portfolio.

[00:36:39] Building a bond ladder.

[00:37:53] Building a diverse bond ladder.

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

104 епізодів

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