Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value

11/20/24 • 29 min

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to [email protected]

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

Tune in now to learn more!

Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to [email protected]

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

Previous Episode

Opportunities In REITs & Passive Income

In this engaging episode of "New Focus on Wealth," certified financial planner Chad Burton delves into the intricacies of the current financial landscape, offering listeners a comprehensive market update that highlights the impressive performance of tech-heavy indices like the NASDAQ and the S&P 500. He meticulously analyzes the recent fluctuations in interest rates, emphasizing their impact on bond values and the importance of strategic cash management in a volatile environment. Furthermore, Chad explores the evolving real estate market, shedding light on the resurgence of real estate investment trusts (REITs) and the potential for lucrative opportunities in commercial properties. He also addresses critical tax and estate planning updates, including the implications of upcoming changes in standard deductions and estate tax exemptions, urging listeners to reassess their financial strategies in light of these developments. With a wealth of insights and actionable advice, this episode serves as an invaluable resource for anyone looking to navigate the complexities of personal finance and investment in today's dynamic economy.

Tune in now to learn more!

Timestamps:

[00:01:13] NASDAQ performance for the year.

[00:06:38] Real estate and interest rates.

[00:08:56] REITs as tax-efficient income.

[00:12:15] Passive real estate investing options.

[00:14:03] Tax implications of unrealized gains.

[00:19:17] Tax cuts for middle-income Americans.

[00:24:20] Global crisis and political divisiveness.

[00:25:57] Charitable gifting and tax deductions.

[00:28:15] Charitable giving tax strategies.

[00:32:42] Digital assets in estate planning.

[00:36:03] Discretionary trust distribution strategies.

Email your money question to [email protected]

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

Next Episode

Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange

In this episode, Chad Burton joins Rob Black to uncover the secrets of turning underperforming real estate into a reliable source of passive income. Learn how to spot problem rental properties and transform them into opportunities through strategies like 1031 exchanges, Delaware Statutory Trusts (DSTs), and 721 exchanges. Chad and Rob also explore how to seamlessly swap a single rental property into a diversified real estate portfolio. Whether you're a seasoned investor or just getting started, this episode is packed with actionable insights to help you maximize your real estate potential.

Tune in now to unlock the keys to smarter investing!