Markets are sitting near all-time highs… while the U.S. government is shut down. Tariff headlines are bouncing back and forth, inflation data is frozen, and the Fed's next move could set the tone for the rest of the year — but what does any of that actually mean for your portfolio?
In this week's Investment Friday, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies break down what's really happening beneath the noise — from Trump's proposed 100% tariffs on China and the ripple effects on rare earth minerals, to how the government shutdown is distorting access to economic data and why that uncertainty fuels short-term market swings. They also share the practical steps investors can take right now: rebalancing portfolios, tax-loss harvesting, and making confident year-end decisions even when the data isn't flowing.
Learn about:
Tariffs are back in the headlines — but what do they really mean for prices, profits, and portfolios?
The government shutdown has frozen official economic data, leaving markets flying a little blind — we share where we're finding reliable information anyway.
Inflation is still running above target, but rents are falling fast. We talk about why housing data takes months to show up in the numbers.
The Fed's next meeting is coming up, and we dig into why the story around a rate cut can matter even more than the cut itself.
It's Q4 — time to check your portfolio mix, take profits where it makes sense, and harvest losses to trim your tax bill.
Mutual funds are about to start paying out capital gains… and we explain how that surprise tax bill sneaks up on investors every year.
How patience, process, and a clear plan help you make smart decisions, even when headlines are loud and data is scarce.
Connect with Brad here:
Website: https://www.juncturewealth.com
Email: [email protected]
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Expansive CEO: https://expansiveceo.com/
Hannah's Website: https://hannahrchapman.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/