How does your retirement plan stand up to readiness testing? Today I discuss the numbers behind recent updates to Capital Market Assumptions.




New Focus on Wealth with Chad Burton show

Summary: Updated reports are once again calling for potential low returns on traditional balanced portfolios. I explain how some “forecasters” expect low end numbers for a traditional 60/40 portfolio; the same portfolio that should have given you double digit returns last year. Other topics include: • How investing outside retirement plans can help you build wealth • Issues with cryptocurrency pump and dump problems • Kodak move into blockchain • Reviewing your asset mix