Wednesday December 18th was a rough day in the financial markets...what happened, and is it something we need to be concerned about in 2025?
Next, what typically happens in the financial markets when the government shuts down? Will there be lasting impact? And finally, how often does your portfolio get rebalanced? Do you have to ask your advisor to rebalance your portfolio, or do they do it once per year? How does Juncture Wealth handle portfolio rebalancing differently?
In this episode, Hannah Chapman, CFP, APMA, CRPC, joins Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to discuss the current state of the financial markets, the impact of political changes, and the importance of rebalancing your portfolio when it makes sense for you and not when your advisor schedules a meeting with you on a calendar basis!
Learn more:
What happened on Wednesday that caused such a sharp sell-off?
What will interest rates likely do with the new administration in place?
What happens when the government can't agree on a funding bill, and the whole thing shuts down?
What is rebalancing?
Why is it important to rebalance your portfolio when it gets out of alignment with your goals?
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