Markets are rebounding, but is the recovery real—or just a temporary pause before the next wave of volatility?And as tariffs ease slightly and major global deals are announced, how should investors position themselves for the road ahead?

In today’s episode, Hannah Chapman, CFP®, APMA®, CRPC® and Brad Haines, CFA®, FRM®, and CIO of Juncture Wealth Strategies, unpack a whirlwind week in the markets—covering everything from bond yield shifts to Middle East mega-deals and the real impact of tariffs on small businesses. With tax policy and international trade in flux, Hannah and Brad explore the deeper implications for long-term investors.

Listen in to learn more about:

• Why the S&P 500 has bounced back to just 3.3% below its all-time high

• What’s happening in the bond market and how the yield curve is signaling potential future inflation or economic growth

• The key tax policy debates unfolding in Congress—and how they affect your financial future

• The economic impact of Trump’s $600B+ Middle East deals with Saudi Arabia, Qatar, and the UAE

• Why Boeing’s stock didn’t jump after a major order—and what that reveals about investor sentiment

• Why small businesses are still feeling the squeeze, even after tariffs drop to 30%

• How AI and robotics could ease tariff-related pressures on the U.S. economy

• Why understanding tax law is just as important as market trends for your portfolio

Whether you’re navigating portfolio strategy, tax planning, or long-term business growth, this episode highlights why it’s more important than ever to pay attention to the intersection of public policy, global trade, and innovation. With major economic deals unfolding abroad, tax legislation evolving at home, and AI reshaping how we respond to rising costs, smart investors need to remain agile, informed, and grounded in strategy—not reaction.

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: bhaines@juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

What if every email you sent felt like it was written just for the person receiving it—and it actually was?

In this dynamic and energizing conversation, Hannah Chapman, CFP®, APMA®, CRPC®, and Brett Kaufman, co-founder of Pretty Okay Media and director of growth at Four Rooms Mastermind, explore the power of personalization in modern business—from email marketing to mastermind experiences to daily mental health practices.

Brett shares expert insights into scaling businesses with segmented email automations, building authentic client relationships, and creating curated growth experiences through Four Rooms. Plus, the life-changing magic of “mandatory happy moments” and how to stay aligned in both business and joy.

Learn more about:

• The psychology behind why people open emails (and why they don't)

• Crafting segmented email automations that feel deeply personal

• Lifetime client value (LTV) and how to design journeys for long-term retention

• How to revive a “dead” email list with deliverability hacks and repurposed content

• Brett's work with Four Rooms Mastermind and its unique customization model

• Why creativity and joy (like improv, knitting, and dancing) are essential to entrepreneur health

• The concept of “mandatory happy moments” and why they belong on your calendar
  
  

Connect with Brett here:

Instagram: https://www.instagram.com/brettkaufman26/?hl=en

LinkedIn: https://www.linkedin.com/in/brett-kaufman-68454195/

Four Rooms Mastermind: https://www.fourroomsmastermind.com/

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/

What do rising tariffs, global trade negotiations, and the resurgence of U.S. manufacturing really mean for investors?

On this episode of Investment Friday, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA®, FRM®, and Chief Investment Officer at Juncture Wealth Planning, unpack the latest market movements and recession signals as the Trump administration's trade policies continue to shake investor confidence.

Explore more:

• Is the current market rally a bear market rally or a real rebound?
  

• What investors are really pricing in with regard to China tariffs
  

• Why 80% tariffs could still break small businesses—even if they're “lower”
  

• Strategic industries the U.S. must protect (spoiler: it's not just semiconductors)
  

• The long-term implications of reshoring U.S. manufacturing
  

• How automation and AI are changing the nature of factory jobs
  

• What recession indicators are showing now vs. what the market is ignoring
  

• Why public sentiment and economic “hard data” are telling different stories

Whether you're a retiree living on investments, a small business owner navigating supply chain disruptions, or a long-term investor wondering when to re-enter the market, this episode offers critical insight into where the U.S. economy may be headed—and how to position yourself wisely in uncertain times.

We love answering listener questions! Send them to Hannah at hannah@expansiveceo.com or Brad at bhaines@juncturewealth.com!

Connect with Brad here:

Website: https://www.juncturewealth.com

Email: bhaines@juncturewealth.com

Connect with Hannah here:

X² Wealth Planning Website: https://x2wealthplanning.com/

Expansive CEO: https://expansiveceo.com/

Hannah's Website: https://hannahrchapman.com/

Instagram: https://www.instagram.com/hannah.chapman.cfp

Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/

LinkedIn: https://www.linkedin.com/in/hannahrchapman/