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 third installment of "Investment Fridays with Brad"!
Tune in as we discuss:
Positive trends in the markets this week
What the fed might do with interest rates this year
What is earning season and how it's going so far
How to navigate fear during bear markets
What tax loss harvesting is and how to implement it in a portfolio effectively
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