In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the second installment of "Investment Fridays with Brad"!
Tune in as we discuss:
-What are the mechanics between inflation and interest rates?
-How the last 20 years' rates provide a context for investing today
-Value stock (dividends) vs growth stock
-Why it's helpful to have a global viewpoint when investing
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