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1 638: What's the ROI on those Big Game Ads? Featuring Nataly Kelly, CMO at Zappi 28:17
2024 market recap, direct indexing and retirement asset allocation.
Manage episode 461291817 series 1232469
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfolio strategies, emphasizing long-term planning, diversification between asset classes, and careful repositioning for those nearing retirement. He provides advice on managing windfalls, highlighting the benefits of dollar-cost averaging, individual tax-free bonds, and direct indexing, while also examining the role and risks of alternative investments such as private REITs, private credit, and private equity. The episode concludes with an analysis of California rental properties amid rising insurance challenges, detailing stringent requirements for coverage, the limitations of the FAIR plan, and the potential advantages of 1031 exchanges for property owners reassessing their investments.
105 حلقات
Manage episode 461291817 series 1232469
In this episode, Chad joins Rob Black and dives into key financial market trends, including a recap of December's performance where the S&P 500 dropped, and bonds fell. Chad discusses high expectations for Q4 2024 earnings growth, the elevated forward P/E ratio for the S&P 500, and the unprecedented concentration of 10 companies comprising 39% of the S&P 500 index. Chad explores retirement portfolio strategies, emphasizing long-term planning, diversification between asset classes, and careful repositioning for those nearing retirement. He provides advice on managing windfalls, highlighting the benefits of dollar-cost averaging, individual tax-free bonds, and direct indexing, while also examining the role and risks of alternative investments such as private REITs, private credit, and private equity. The episode concludes with an analysis of California rental properties amid rising insurance challenges, detailing stringent requirements for coverage, the limitations of the FAIR plan, and the potential advantages of 1031 exchanges for property owners reassessing their investments.
105 حلقات
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1 Maximizing Real Estate Wealth & Retirement Planning: Strategies for High-Net-Worth Investors 1:16:57
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1 Chad joins Rob Black to discuss new 401(k) contribution limits and other retirement topics. 37:24
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1 2024 market recap, direct indexing and retirement asset allocation. 37:22
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1 EP Wealth Webinar - Exploring Passive Investment Options - 241216 - audio 1:12:24
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1 Active Vs. Passive Real Estate, 1031 exchanges, DSTs, 721 Exchange 1:03:59
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1 Understanding Valuations: Analyzing The S&P 500 & Growth vs. Value 29:30
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1 Opportunities In REITs & Passive Income 38:08
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1 Understanding Assumable Mortgages & Evaluating The Decision To Roll Over A 401k To An IRA 38:25
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1 Navigating Market Highs: Investment Strategies & Charitable Giving 37:24
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1 Health & Wealth: Strategies For A Fulfilling Retirement 35:17
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1 The Federal Reserve's Impact On Your Retirement 36:32
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1 The Current Economic Landscape In This Political Climate 36:51
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