New Focus on Wealth with Chad Burton
New Focus on Wealth with Chad Burton
Certified Financial Planner, Chad Burton discusses 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.
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June 30, 2023

2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities

2023 Mid-Year Reflection: Tech Stocks and Investment Opportunities

New Focus on Wealth with Chad Burton, CFP®

In this podcast, Chad Burton & Rob Black discuss the recent market activity and the performance of the NASDAQ. Despite the potential for recession, the market has seen a rebound, particularly in the tech sector. Burton emphasizes the importance of asset allocation and rebalancing in a diversified portfolio. He also discusses the attractiveness of tech stocks and the impact of artificial intelligence on investing. Furthermore, Burton highlights the similarities between the NASDAQ and the S&P 500 indexes.

Timestamps:

[00:02:15] When it drops hard, what a great time to buy.

[00:06:07] Tech-heavy market index.

[00:09:46] Market breadth and catch up.

[00:11:15] Housing starts and market trends.

[00:15:01] Reinvesting dividends for long-term growth.

[00:18:27] Concentrated stock positions.

[00:23:14] Concentrated stock and income strategies.

[00:26:30] Exchange funds and diversification.

[00:29:23] Rental property issues in California.

[00:33:20] Real estate vs. stocks.

Email your money question to [email protected].

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