In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!
Tune in as we discuss:
Positive trends in the markets this week
How long it will take to see full effect of interest rate increases
The way bonds and stocks affect each other in the financial markets
Why conservative investors have shifted their portfolios to higher percentages of stocks over the last two decades, and how that might change in the future
Listener question #1: Are regional banks and office REITs good investment opportunities?
Listener question #2: Are there investment opportunities in construction credit?
This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast.
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