This week the Fed announced a .5% interest rate cut and several subsequent cuts into 2026. What does history tell us about market behavior when rates are cut and what can we expect moving forward?
Option contracts are also expiring this week, also known as “triple witching”. How do option contracts work, anyway?
The Wharton School ran a 10-year analysis of the economic/tax plans put forward by the two main presidential candidates. How would your home (and the country) fare?
…Speaking of policy, what would happen to the economy if we deported undocumented workers out of the country?
In this episode, Hannah Chapman, CFP, APMA, CRPC, addresses these issues with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies!
Tune in to learn:
Current state of markets
How the interest rate cuts will provide financial relief
Analysis of markets following interest rate cuts since 1973
Why option contracts are a useful tool for your portfolio
The Wharton School's economic plan analysis of both candidates
The impact of undocumented workers on the economy
We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.
The Wharton School's 10-year Economic Plan Analysis: www.budgetmodel.wharton.upenn.edu
Connect with Brad here:
Website: www.juncturewealth.com
Email: [email protected]
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