Markets are sitting near all-time highs… while the U.S. government is shut down. Tariff headlines are bouncing back and forth, inflation data is frozen, and the Fed's next move could set the tone for the rest of the year — but what does any of that actually mean for your portfolio?

In this week's Investment Friday, Hannah Chapman CFP®, APMA®, CRPC® and Brad Haines, CFA, FRM and Chief Investment Officer of Juncture Wealth Strategies break down what's really happening beneath the noise — from Trump's proposed 100% tariffs on China and the ripple effects on rare earth minerals, to how the government shutdown is distorting access to economic data and why that uncertainty fuels short-term market swings. They also share the practical steps investors can take right now: rebalancing portfolios, tax-loss harvesting, and making confident year-end decisions even when the data isn't flowing.

Learn about:

• Tariffs are back in the headlines — but what do they really mean for prices, profits, and portfolios?

• The government shutdown has frozen official economic data, leaving markets flying a little blind — we share where we're finding reliable information anyway.

• Inflation is still running above target, but rents are falling fast. We talk about why housing data takes months to show up in the numbers.

• The Fed's next meeting is coming up, and we dig into why the story around a rate cut can matter even more than the cut itself.

• It's Q4 — time to check your portfolio mix, take profits where it makes sense, and harvest losses to trim your tax bill.

• Mutual funds are about to start paying out capital gains… and we explain how that surprise tax bill sneaks up on investors every year.

• How patience, process, and a clear plan help you make smart decisions, even when headlines are loud and data is scarce.

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 visibility wasn't about being louder—but about being truer?

So many founders and creators feel the pull to share their message, yet freeze the moment the camera turns on. They know they have brilliance inside them, but translating that inner genius into words that resonate publicly—that's where they get stuck.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, talks to Arriana Acuna, Founder & CEO of Operations Media, about solving this problem. Arriana helps founders be seen for who they really are, guiding them to drop the script, speak from the soul, and build trust that converts. Explore what authentic visibility truly looks like, how Human Design informs your creative flow, and how to scale your impact without losing your alignment.

Learn more:

• Visibility that converts: directing founders to speak naturally (no scripts) and ship high-signal content

• Projector advantage: seeing systems and people—how Arriana blends operator precision with visionary direction

• The “hook–details–solution” content formula that accelerates trust online

• Splenic authority IRL: learning to trust the quiet yes/no—and what happens when you don't

• Nervous system capacity & money: clearing “boulders” so wealth/attention can flow to and through you

Connect with Arriana here:

Facebook: https://www.facebook.com/arriana.acuna/

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

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

Website: https://operationsmedia.com/our-story

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/

A government shutdown, record-high markets, and falling interest rates — all happening at once. What does that really mean for investors as we head into the final quarter of 2025?

This week, Hannah Chapman, CFP®, APMA®, CRPC®, breaks down the surprising calm in the markets despite the U.S. government shutdown, why investors are cheering expected Fed rate cuts, and how these shifts impact both business growth and year-end planning.

She also explains what small business owners and self-employed individuals need to know about potential changes to ACA tax credits, rising health insurance premiums, and the importance of proactive tax strategy before the year ends.

From IRA contributions and charitable gifting to data sources that keep us informed even when the government is offline, this solo episode is packed with practical tools to finish 2025 strong — and start 2026 prepared.

• How current market conditions reflect deeper economic resilience — even in the face of political uncertainty

• Why interest rate shifts continue to drive investor sentiment and shape business decision-making

• What to keep in mind as we approach key tax deadlines and year-end financial planning season

• Where investors and advisors can still access critical data while traditional sources are paused

• Practical ways to approach your financial strategy with calm, clarity, and intention in the final quarter of the year

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: hannah@expansiveceo.com

What happens when you've spent your whole life working from someone else's frequency—believing that your power is “too much,” your rest is “lazy,” and your emotions are “in the way”?

For Manifestors, this is often the story. They're here to initiate, to impact, and to set entire movements in motion… yet most grow up conditioned to tone it down, fit in, or keep the peace. The result? A deep disconnection from their own energy—and a lifetime of trying to operate like everyone else.

In this powerful and heartfelt conversation, Hannah Chapman CFP®, APMA®, CRPC® sits down with her dear friend and Human Design bestie, Lauren Ammon, to explore what it really means to reclaim the Manifestor frequency.

Together, they break down how to parent and partner with Manifestors, why the “borrowed frequency” is such a sneaky energy trap, and how understanding our design can heal generations of conditioning.

Why a repelling aura isn't “rude”—and how informing creates flow and support.

• How living from conditioned energy hides your true signature (especially in Manifestors)

• Reframing the Manifestor not-self (anger) and signature (peace) as guidance, not judgment

• Parenting & partnering with Manifestors: Shifting “ask permission” in childhood to “inform” in adulthood; using authority correctly (Emotional, Splenic, Ego).

• The cost of hustle culture on open/defined Ego centers; what we suppress, the body expresses.

• Practical scripts: Simple, non-pushy informing that opens doors (the airplane story!).

Connect with Lauren here:

Substack: https://theperformancecode.substack.com/

Website: https://www.performancereimagined.com/

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

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: hannah@expansiveceo.com

Why is men's work so critical right now? For generations, men have been conditioned to suppress emotions, carry the weight of provision, and lead through stoicism. But we are entering a new era—one where integration, vulnerability, and healing are essential to living whole and authentic lives.

In this deeply honest conversation, Hannah Chapman, CFP®, APMA®, CRPC®, speaks with Josh Rimany—pharmacist turned healer and men's work leader—about the shift from head to heart, the power of community, and why building safe spaces for men is pivotal for the future of families, businesses, and humanity itself.

Explore:

• Why is men's work so important right now?

• How can men move from the “old paradigm” of rigidity into a new, integrated masculinity?

• What role does stress and unprocessed emotion play in chronic illness?

• Why is learning to “hold space” just as important as fixing problems?

• How can entrepreneurs and leaders invest in themselves as their greatest asset?

• What does it mean to create true safety—in relationships, in families, and in community?

• How do practices like meditation, ritual, and men's circles transform lives?

Connect with Josh here:

Website: http://www.rxtowellness.com and http://www.dilworthdrug.com

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

LinkedIn: http://www.linkedin.com/in/josh-rimany-830179126

Beyond The Pills Podcast: https://podcasts.apple.com/us/podcast/beyond-the-pills/id1680035572

Email: Josh@GoBeyondThePills.com

Connect with Hannah here:

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

Expansive CEO: https://expansiveceo.com/

Email: hannah@expansiveceo.com

Mortgage headlines are heating up—rates have eased, builders are dangling incentives, and new-home sales just surprised to the upside. But does a Fed rate cut automatically mean cheaper mortgages—and should you pay “points” to grab that lower payment?

In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, Brad Haines, CFA, FRM (Chief Investment Officer, Juncture Wealth Strategies), and lender Rachel Guerrero break down what the latest Fed move really means for your cash yields and mortgage rates, why new-home sales are popping, and how to evaluate points, PMI, and refinance math so you don't overpay for “cheap” debt.

Learn about:

• How Fed short-term cuts translate (or don't) to the 10-year and mortgage rates

• Why new-home sales are surging—and how builder rate buydowns work

• Points 101: what they are, when they're worth it, and how to find your break-even

• Refi strategy: rate vs. total cost, APR, loan term options (28/27/25-year), and PMI

• The questions to ask any lender before you sign

Connect with Rachel here:

Linkedin:https://www.linkedin.com/in/rachel-guerrero-mortgage/

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/

Email: hannah@expansiveceo.com

What if the fastest way to “more”—more impact, more ease, more joy—starts with letting go? Serial entrepreneur and community builder Rachel DesRochers shares how gratitude, grief, and bold pivots fueled fifteen years of purpose-driven growth—from closing a beloved cookie company to leading a women's empowerment movement. This conversation will expand your capacity to build, receive, and lead—without losing yourself.

In this episode, Hannah Chapman, CFP®, APMA®, CRPC® sits down with Rachel DesRochers—founder of The Gratitude Collective, Power to Pursue, Incubator Kitchen Collective, Good & Local Food Show; international speaker, author of The Mourning Light, and host of the Power to Pursue podcast. They discuss practicing gratitude that actually changes your life, scaling community with integrity, and navigating the messy middle with grace.

Learn about

• How Rachel knew it was time to close a profitable business (Grateful Grahams) to make room for what's next

• The real relationship between grief and gratitude—and why grief expands your capacity

• Building events and movements that feel like women's circles (not hustle culture)

• Practical ways to increase your capacity (boundaries, seasons, team trust, and micro self-care)

• Why “hold it lightly” can transform leadership, parenting, and partnership

• Creating “and” moments for yourself and your family during big transitions

• How to avoid entrepreneur hamster-wheel work and focus on what actually moves the mission

• Daily practices to receive more by noticing what you already have
  
  

Connect with Rachel here:

The Gratitude Collective: thegratitudecollective.org | IG: @thegratitudecollective

Power to Pursue: thepowertopursue.org (events + newsletter) | Podcast: Power to Pursue

The Mourning Light (book) & The Shift to Light (90-day gratitude journal) – Amazon & Barnes & Noble

Rachel on IG: @racheldesrochers

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/

Moving across the country is one of the biggest transitions a family can make—but what if it didn't have to feel overwhelming, stressful, or chaotic? What if selling your home, buying a new one, and relocating your family could actually unfold with ease, joy, and even a sense of love-filled alignment?

In this special Fireside Chat episode, Hannah Chapman, CFP®, APMA®, CRPC®, and her executive assistant, Svetlana, share the behind-the-scenes story of Hannah's recent move from Cincinnati, OH to Mesa, AZ, exploring how intention, manifestation, and practical action came together to create a surprisingly smooth and abundant transition.

In this episode, you'll learn:

• Intentional Manifestation (that isn't woo-only): How Hannah paired meditation and energy work with meticulous prep, pricing, and timing.
  “Love as an operating system”: What it means to infuse a transaction with care—for your family, buyers/sellers, neighbors, and community businesses.

• From vision to sold in <24 hours: The specific timeline, offers (including escalation clauses & appraisal gaps), and terms that exceeded expectations.
  Prep that pays: Upgrades that mattered and what they skipped.
  Holding boundaries with grace: Staying grounded when other parties bring hard-nosed energy.
  Mantras & meetings: The weekly “relationship board meeting,” shared meditations, and the phrase that kept everything spacious: this or something better.

• Svetlana's story: From rental uncertainty to first-time ownership—and the people who made it possible.

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/

Connect with Svetlana here:

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