Episode 49: Investment Friday - Why is the Market Rallying? Ideal Retirement Portfolio, and the Meme Stock Craze (i.e. Explaining Options)


Episode 49: Investment Friday - Why is the Market Rallying? Ideal Retirement Portfolio, and the Meme Stock Craze (i.e. Explaining Options)


In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies, in this recurring feature "Investment Fridays with Brad"!

Tune in as we discuss:

  • What's causing the stock market to rally?

  • The latest CPI and PPI report

  • Are small caps making a comeback?

  • United Auto Workers Union expired contract - and possible effects on the markets

  • Potential federal government shutdown - how that could influence the market later this year

  • Listener question: Is it best to have a conservative profile when nearing retirement?

  • The meme stock craze brought options trading into the mainstream, but are they worth the hype?

We want your questions! Please send them to [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

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