What Tools Can You Utilize As A New Investor?
On this episode of New Focus On Wealth, Chad recaps the rough month of January and gives his advice to new investors. Noting that starting a retirement account and utilizing apps like Acorns is a great way to start investing.
Joining Me Now Ep. 7: The Importance Of Detailed Cash Flow Projections
On this episode of Joining Me Now, Rob and Chad talk about detailed cash flow projections for retirement and how it affects asset allocation and tax projections.
How Attractive Of An Opportunity Is The Recent Stock Market Pullback?
On this episode of New Focus on Wealth, Chad talks about the recent stock market correction as well as the pullback on cryptocurrency. Chad notes the attractive buying opportunity that stock market pullbacks provide and the importance of asset allocation, buying assets in the right accounts.
Who is Chad Burton?
Prior to joining EP Wealth Advisors®, Chad Burton was the Co-Founder and CEO of NewFocus Financial Group. For 16 years Chad served as CEO and chairman of the investment committee.
When did Chad start investing?
In 1993, Chad was introduced to the investment world by his grandfather. As a result of their partnership, he gained valuable tools and experiences early in his career by focusing on issues specific to wealth management such as estate planning and retirement income and tax planning strategies. Their partnership set the foundation ...
