The presidential election is quickly approaching, and each candidate has spelled out their economic plan for the future of this country. What are the pros and cons of these plans?
And, how do we focus on staying informed and making decisions based on facts rather than political rhetoric? Importantly, how might your portfolio management need to change with either candidate?
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies about developing flexible strategies that can adapt to the changing policy landscape, regardless of the election outcome.
Learn more:
Current market conditions
Why you need to consider the presidential election outcome as a significant factor when planning for the future of your investments
The pros and cons of Donald Trump's and Kamala Harris's economic plans when it comes to tax revenue, the economy, and the federal debt
Important portfolio considerations for each possibility
Is global trade good or bad for the economy?
We want your questions! Please send them to [email protected] or [email protected] and we will discuss them in our next episode.
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