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:
Why September is historically the worst month of the year for investors
What is the VIX index, and is it reliable?
How Juncture Wealth uses VIX in their investment strategy
What's happening with “investment influencers”
How your personal financial goals are important in determining your investment strategy
Why it's important to find an advisor that gets to know your specific needs
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