
September Slump Playbook: Data to Watch + Bond Strategy | Investment Friday 213
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About this listen
The markets may be sitting at all-time highs, but September has a reputation investors can't ignore. Historically one of the most volatile months of the year, it's a time when headlines about jobs, inflation, and interest rates can spark panic. But does volatility mean danger—or opportunity?
In this episode, Hannah Chapman, CFP®, APMA®, CRPC®, and Brad Haines, CFA, FRM, Chief Investment Officer of Juncture Wealth Strategies, break down the latest jobs data, inflation trends, and bond market signals to help you navigate the turbulence with clarity and confidence.
Learn about:
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Why September historically brings the most volatility to the markets
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What the latest jobs numbers tell us about the strength—or softening—of the labor market
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How wage pressure connects to inflation, and why the Fed watches it so closely
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What role does shelter inflation play in the CPI, and how might rent trends impact future inflation reports?
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How rising bond yields affect both stock valuations and investor decisions
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Why we prefer individual bonds over bond mutual funds in managing client portfolios
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What investors should keep in mind about holding bonds to maturity versus riding out bond market volatility
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/