Investment Friday® is a weekly podcast offering clear, fiduciary-led insight into investing, financial markets, and the global economy. Designed for investors, business owners, and professionals, Investment Friday® moves beyond headlines and hype to provide context, clarity, and disciplined thinking.
Each week Hannah Chapman, CFP®, APMA®, CRPC®, Founder of X² Wealth Planning, and Brad Haines, CFA®, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down what's happening in the markets and why it matters for long-term investors.
Each episode explores:
Market volatility and economic cycles
Interest rates, inflation, and Federal Reserve policy
Global economic trends and geopolitical risk
Investor behavior and decision-making
Evidence-based investment strategy and risk management
No stock tips. No speculation. Just thoughtful conversation to help you invest with confidence.
Beyond the AI Hype: What's Next for Tech Stocks and Investors?
Artificial intelligence is driving one of the largest technology investment cycles we've ever seen. But with semiconductor stocks pulling back, bond yields fluctuating, and billions of dollars being borrowed to fund AI infrastructure, are investors right to be concerned?This week on Investment Friday, Hannah and Brad unpack what's happening beneath the surface of the AI investment boom and why short-term market volatility doesn't necessarily change the long-term opportunity.They explore how rising interest rates, inflation, and geopolitical uncertainty are influencing the markets, why the AI infrastructure buildout may still have years to run, and where the next wave of investment opportunities could emerge as AI moves from building computing power to putting it to work.They also share how they're already using AI in financial planning and portfolio management—and why human expertise, judgment, and wisdom are becoming more important, not less.In this episode:Why semiconductor and AI stocks have experienced recent volatilityHow Treasury yields, inflation, and geopolitical tensions are affecting the marketsWhy major technology companies are borrowing billions to build AI infrastructureThe expected timeline for AI infrastructure investment and the transition toward applicationsWhy the next wave of AI investment opportunities may come from smaller, specialized companiesThe four stages of technological innovation and where AI stands todayHow AI is already improving financial planning, stock option analysis, and investment researchWhy AI can help financial advisors make better decisions without replacing human expertiseThe difference between data, information, and wisdom—and why it matters for investorsWhy maintaining a long-term investment strategy matters during periods of market volatilityReady to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-callHannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
2 Oct 2026
The Hidden Risk in Your S&P 500 Index Fund
The S&P 500 has been an incredible place to invest over the last 15 years. But has its success created a hidden risk in investors' portfolios?
This week on Investment Friday, Hannah and Brad look beneath the surface of the S&P 500 and explain why owning hundreds of companies doesn't necessarily mean you're as diversified as you think.
They also explore rising Treasury yields, why today's investment environment may look different from the last 15 years, and why a portfolio that worked beautifully during your accumulation years may need to change as you approach retirement.
In this episode:
Why the 10-year Treasury yield has risen and what higher bond yields mean for investors
How lower interest rates contributed to the investment environment of the last 15 years
Why the S&P 500's recent outperformance is historically unusual
The concentration risk hiding inside S&P 500 index funds
Why owning multiple ETFs doesn't necessarily mean you're diversified
How large-cap, mid-cap, small-cap, international, fixed income, and cash can play different roles in a portfolio
Why your required rate of return—and appropriate level of risk—can change as you approach retirement
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
25 Sept 2026
When Your Emergency Fund Saves the Day: Cash Reserves, Bonds & Financial Security
What happens when an unexpected emergency turns your financial plan into real life?
This week on Investment Friday, Hannah shares how a flash flood left the lower level of her Arizona home underwater—and why having cash reserves made an incredibly stressful situation much easier to navigate.
Then Hannah and Brad dig into rising Treasury yields, the competition for investor capital, and why higher bond yields may create new opportunities for retirement portfolios and tax-efficient investing.
In this episode:
Why an emergency fund matters even when you have homeowners insurance
Why every dollar in your portfolio has a different job
What's driving the rise in U.S. Treasury yields
How AI infrastructure spending is affecting the bond market
Why higher bond yields may change the balance between stocks and fixed income
How to determine the return your financial plan actually needs
What municipal bonds are and how their tax advantages work
Why your portfolio should evolve as your financial needs change
Ready to work with a fiduciary CFP to build your long-term wealth strategy? Hannah is currently accepting new clients at X² Wealth Planning.
Schedule a complimentary consultation: https://calendly.com/hannahrchapman/60-minute-exploration-call
Hannah Chapman, CFP®, APMA®, CRPC® | hannah.chapman@x2wealthplanning.com | x2wealthplanning.com
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