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/