January markets are balancing out after a great run at the end of 2023. Inflation has come down almost 6% from its peak but we are not necessarily seeing price changes at the register. Why is that?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, to discuss how and why we need to understand these matters by looking at them over time, and how to set your portfolio up to account for inflation in the future.
Tune in to learn:
How to obtain the 2024 Look Ahead report from Juncture Wealth Strategies
Why the market is starting to balance out after a strong end to 2023
How to approach volatility in the markets
What you can do if you have a lump sum to invest
Defining inflation and disinflation
Why grocery, car, and house prices do not come down
What is purchasing power and how can you keep it strong as you get older?
We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.
You can learn more about Juncture Wealth Strategies here:
Website: https://juncturewealth.com/
And connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift