Episode 47: Financial Friday - Can One Strategy Fit All? + Interpreting the VIX Index

1 Views· 09/08/23
Expansive CEO
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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 you know your specific needs We want your questions! Please send them to hannah.chapman@x2wealthplanning.com 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/hanna....hchapmanfinancialadv LinkedIn: https://www.linkedin.com/in/hannahrchapman/ Expansive CEO Website: https://expansiveceo.com/freegift

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