Expansive CEO
Expansive CEO
Hannah Chapman
Episode 49: Investment Friday - Why is the Market Rallying? Ideal Retirement Portfolio, and the Meme Stock Craze (i.e. Explaining Options)
46 minutes Posted Sep 15, 2023 at 2:40 pm.
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Show notes
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