EPISODE · Apr 14, 2023 · 54 MIN
Episode 25: Investment Friday: Market Update and Tax Loss Harvesting
from Expansive CEO
In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, the Chief Investment Officer (CIO) of Juncture Wealth Strategies, in the third installment of "Investment Fridays with Brad"! Tune in as we discuss: Positive trends in the markets this week What the fed might do with interest rates this year What is earning season and how it's going so far How to navigate fear during bear markets What tax loss harvesting is and how to implement it in a portfolio effectively This series will happen every second Friday of the month, and we want to hear your questions! Send them to [email protected] so Hannah and Brad can respond to your questions on the podcast. 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
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Episode 25: Investment Friday: Market Update and Tax Loss Harvesting
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