Intro

Welcome to your weekly dose of Rise UP!, where we break down the week's top market and economic events to help you stay ahead of the curve. In this episode, your hosts, Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest David Mandelbaum, Portfolio Manager at Bleakley Financial Group, will tackle the hottest financial topics.

Here's what's on the agenda:

Market Surges Amidst Economic Uncertainty: We analyze the S&P 500's surprising rally despite mixed economic signals, including rising inflation rates and strong earnings reports.

Healthcare Sector's Unforeseen Dip: We examine the healthcare industry's unexpected underperformance and discuss if this presents a unique opportunity for savvy investors.

Capital One's Consumer Controversy: We delve into the lawsuit against Capital One, exploring its implications for both consumers and investors.

Plus, we'll address your burning questions on:

Financial preparedness in the face of natural disasters

Insurance dilemmas

Economic forecasts for Canada and Japan

Policy changes under the new administration

Meet the Hosts:

Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.

Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.

Don't miss out on this insightful episode filled with actionable advice and expert insights.

Chapters:

00:00:00 - Introduction

00:02:17 - Market Performance and Economic Indicators

00:07:45 - Healthcare Industry Analysis

00:15:45 - Capital One Lawsuit

00:21:09 - Financial Preparedness for Disasters

00:29:29 - Insurance Concerns

00:30:32 - Economic Outlook: Canada and Japan

00:33:12 - Policy Implications and Portfolio Strategy

00:35:45 - Conclusion

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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