Episode 145: Investment Friday - A Transitional Time: Wrapping Up the Year and Examining Tax Loss Harvesting with Brad Haines

Recent market performance has seen a significant rally since the November 5th election. However, markets experienced a pull-back this week. Why the change? If you have investments, the end of the year sometimes can bring unexpected tax liabilities, including capital gain distributions from mutual funds. How does Juncture Wealth stay proactive with tax loss harvesting to keep their client portfolios balanced? 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 tax-loss harvesting. Learn more: Why the market has rallied significantly since the U.S. election What will interest rates likely do with the new administration in place? Deflation vs. inflation - what is the federal government's goal? What is tax loss harvesting? What are ETF's and how are they different from mutual funds? 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