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Contenuto fornito da Chad Burton. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Chad Burton o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Leveraging AI in Financial Planning & Investing

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Contenuto fornito da Chad Burton. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Chad Burton o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

  continue reading

105 episodi

Artwork
iconCondividi
 
Manage episode 418438759 series 1232469
Contenuto fornito da Chad Burton. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Chad Burton o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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

  continue reading

105 episodi

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