As we step into 2025, the investment landscape is poised for significant changes driven by geopolitical dynamics, technological advancements, and evolving market conditions.

In this episode, host Hannah Chapman, CFP, APMA, CRPC, and guest Brad Haines, CFA, FRM, and Chief Investment Officer (CIO) of Juncture Wealth Strategies delve into the key themes that investors should focus on this year.

Learn more:

• Why we should be vigilant with a new president in the office

• How H1B visas affect the overall economy

• The AI shift to application-based innovations

• Insurance challenges in the light of the California wildfires and recent hurricanes

• What to keep in mind when considering cryptocurrency investments

• What does it mean to rebalance your portfolio?

We want your questions! Please send them to hannah@expansiveceo.com or bhaines@juncturewealth.com and we will discuss them in our next episode.

Connect with Brad here:

Website: www.juncturewealth.com

Email: bhaines@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/