Investment Friday

Receiving an inheritance, life insurance payout, business sale, or other significant windfall can feel like you've been dropped into the middle of the ocean. There's relief, there's uncertainty, and suddenly, everyone seems to have an opinion about what you should do next. In this week's Investment Friday, Hannah and Brad discuss why one of the biggest financial mistakes people make after a major...

What happens when the spreadsheet says you're doing great... but your body says you're not safe? This week on Investment Friday, Hannah and Brad explore one of the most important—and least discussed—truths in financial planning: Money is never just about the money. The conversation begins with the latest developments in inflation, interest rates, mortgage markets, and why Brad believes...

After 20 years in the financial planning industry, one lesson has become clearer than ever: great financial advice isn't just about numbers—it's about understanding the human behind them. In this solo episode of Investment Friday, Hannah Chapman reflects on two decades of guiding clients through market cycles, including the Great Recession, COVID, and today's AI-driven economy. Hannah also p...

Is AI coming for your job? Are interest rates staying higher for longer? And what should investors be doing with bonds in today's market? In this week's Investment Friday, Hannah Chapman and Brad Haines break down the Federal Reserve's latest decision, the massive AI infrastructure buildout happening behind the scenes, and why fixed income strategies may deserve a fresh look as markets navigate an...

This week on Investment Friday, Hannah Chapman, CFP®, and Brad Haines, CFA, FRM, tackle two of the biggest financial stories currently making headlines: the highly anticipated SpaceX IPO and the latest update on Social Security's long-term solvency. First, Brad breaks down why the SpaceX IPO has captured so much investor attention, what makes this offering unique, and why investors should expe...

This week's Investment Friday episode explores one of the most anticipated financial events of the year: the potential IPO of SpaceX—and what it could signal for the future of investing, AI, and public markets. Hannah and Brad break down how IPOs actually work, why today's private mega-cap companies are going public at valuations never seen before, and what investors need to understand befor...

This week's Investment Friday episode takes a deep dive into one of the most overlooked—but critically important—parts of portfolio construction: fixed income and bond strategy. Hannah and Brad unpack why rising bond yields matter, how inflation and interest rates are impacting markets right now, and why many investors don't fully understand the role bonds are supposed to play inside a...

This week's Investment Friday episode dives into one of the biggest tensions in today's economy: strong corporate earnings and booming AI investment alongside a growing divide between corporate profitability and everyday household pressure. Hannah and Brad unpack why markets are continuing to hit all-time highs, what the latest inflation data means for interest rates, and why the Federal Reserve m...

This week's episode is a powerful reminder that uncertainty is always present in investing—even when markets are hitting all-time highs. Despite geopolitical tension in the Middle East, ongoing oil market volatility, and continued concerns around inflation, the markets surged again this week. Hannah and Brad unpack why that's happening, what's driving earnings growth right now, and why inves...

This week is a powerful reminder that markets don't always move the way we expect them to. Despite geopolitical tension, a U.S. naval blockade impacting global oil flow, and rising uncertainty heading into midterm elections, markets are pushing toward all-time highs. In this episode, Hannah and Brad break down why that's happening—and what investors should actually be paying attention to rig...

This week was a perfect example of how markets can feel chaotic while still quietly reaching new highs. Despite ongoing geopolitical tension, rising inflation, and uncertainty around interest rates, both the S&P 500 and NASDAQ hit intraday all-time highs—a powerful reminder that volatility doesn't just happen on the downside. In this solo episode, Hannah breaks down what's actually drivi...

This week was a powerful reminder that markets don't always move in sync with the headlines. While geopolitical tension, oil disruptions, and rising costs dominate the news cycle, the market has quietly pushed higher—driven not by fear, but by something far more fundamental: earnings growth. In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®,...

This week was a powerful reminder of how fast markets can move—and how dangerous it can be to step out at the wrong time. One single day erased weeks of losses, highlighting why staying invested matters more than trying to time the market. In this solo episode, Hannah Chapman breaks down the recent surge in market volatility following geopolitical tensions and a sudden market rebound. She wa...

Markets have been volatile this week—but does that actually mean something is wrong? In this episode of Investment Friday, Hannah Chapman and Brad Haines break down what's really driving recent market swings—from geopolitical tension and rising oil prices to shifting investor sentiment—and why short-term noise doesn't always reflect long-term reality. They also dive into one of t...

This week was a powerful reminder of how quickly markets can move on headlines—and how easy it is for fear to take over when volatility lingers. But not all headlines deserve action—and reacting emotionally can often do more harm than good. In this episode, Hannah Chapman and Brad Haines walk through what's actually happening in the markets, how to interpret alarming economic narrative...

This week on Investment Friday, Hannah Chapman and Brad Haines tackle one of the most important investor skills of all: learning how to separate noise from true signal. With oil prices elevated, war headlines dominating the news cycle, and inflation fears still lingering in people's minds, it's easy to assume the economy is in trouble. But are these developments actually changing the long-term out...

This week brought another dose of market volatility, and this time the pressure is coming from multiple directions at once. Escalating conflict in Iran, oil pushing above $100 per barrel, and a weaker-than-expected jobs report all added to the uncertainty investors are feeling right now. In this solo episode, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down what's happening in the marke...

This week brought headlines that could make any investor uneasy. Military conflict in the Middle East, leadership changes in Washington, rising oil prices, and constant speculation about artificial intelligence all contributed to a wave of uncertainty across financial markets. But while the headlines feel intense, the markets themselves have been surprisingly resilient. In this episode of Investme...

Markets are choppy again — and headlines are driving sharp reactions. Despite strong earnings from Nvidia, stocks pulled back. Intel sold off on AI disruption fears. Meanwhile, major indices remain stuck in a range, searching for leadership as volatility picks up. In this episode, we break down what's behind the movement, and why diversification matters during technological revolutions. We a...

This week was a reminder that markets don't need a crisis to move — sometimes they just need uncertainty. Between sector rotation, renewed inflation concerns, and rising geopolitical tension in the Middle East, volatility picked up after months of relatively steady gains. In this episode of Investment Friday, we break down what's actually happening beneath the headlines. Then, in the spirit...

This week was a reminder that markets don't just move on “good” or “bad” news — they move on changing expectations. Stronger jobs data, persistent inflation, and shifting Fed commentary are forcing investors to re-price what they thought was coming next, especially around interest rate cuts. That kind of recalibration often shows up as short-term volatility, even when...

Markets can feel intense when the numbers are red—but a 2% down week is not a crisis. The bigger question is: are you making decisions from your plan… or from your nervous system? In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, expands that question into relationships: how do you build a plan that works for two humans, not just one spreadsheet? Why a small pullback af...

This week was a reminder that markets can experience meaningful movement even when the underlying fundamentals haven't changed. We saw volatility driven by rotation, rebalancing, and shifting investor expectations — not panic, and not systemic risk. In this episode of Investment Friday, Hannah Chapman, CFP®, is joined by Brad Haines, CFA®, FRM®, CIO of Juncture Wealth Strategies,...

This week was a great reminder of how quickly markets can move on headlines alone—without anything fundamentally changing underneath. We saw volatility driven by political rhetoric, followed by an equally fast recovery once that noise settled back down. In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, helps you understand why this kind of movement doesn't mean something is &l...

There's a lot of noise right now—and it can hijack investor decision-making. In this episode, Hannah Chapman, CFP® and Brad Haines, CFA, FRM zoom out to separate signal from headlines, discuss early-year market context, and share what they're watching for 2026. You'll hear why recency bias leads people to panic-sell, why earnings and innovation may matter more than day-to-day politics ov...