• Leveraging AI in Financial Planning & Investing

  • May 15 2024
  • Length: 39 mins
  • Podcast
Leveraging AI in Financial Planning & Investing By cover art

Leveraging AI in Financial Planning & Investing

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  • Summary

  • 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
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