Episode 80: Investment Friday - When Should I Invest in Individual Stocks vs Index Funds? + Are Banks at Risk Again?

The market had its ups and downs this week but earnings have come in high for some key companies in the S&P 500. The “Magnificent 8” companies that propelled so much of the growth in 2023 have shifted to the “Magnificent” 2 or 3, and other sectors are growing again. Speaking of sectors, are regional banks on their way to collapse? Are doomsayers right? In this episode, Hannah Chapman, CFP, APMA, CRPC, talks with Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies to understand this week's gains and losses, and how we could take advantage of the changes in our portfolios. Tune in to learn: What is an “earnings beat” and which company showed it this week? Why would pricing a stock for perfection make a good earnings outcome lead to a tumble in its stock price? Which of the “Magnificent 8” stocks are still going strong Two surprising sectors that are showing growth and why Will banks experience another crisis this year? When is active management and investing in individual stocks a good idea for you? 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 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