As markets slumped, tariffs increased, and disappointing unemployment numbers landed, the Rise UP! Team asks, should you be worried? Rise Growth Managing Partner Joe Duran is joined by OnePoint BFG Wealth Partners, Managing Partner Scott Schwartz, and Director of Investment Research Alexis Miller to break down what happened in markets this week and what smart investors are doing right now to stay ahead. They discuss why diversification is finally beating Big Tech, how rebalancing helped them nearly bottom-tick the April dip, and what they’re doing now as markets are still too high and risks keep rising. Plus, why healthcare stocks remain compelling, and how tariffs may quietly squeeze earnings or impact consumer wallets.
Get Scott and Alexis’ great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form.
Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH
Chapters:
2:54 - Markets Are Now Taking a Hit
10:07 - Pharma and Healthcare Sectors Are Under Fire
14:47 - Coinbase Is Tokenizing “Everything”
18:35 - What Will Tariffs Ultimately Affect - Company Earnings or Consumer Wallets?
22:20 - When Will We Know We’ve Overcome Stagflation?
23:37 - How Much Do I Need for Liquidity Needs + Can a Wealth Manager Help?
26:25 - What Data Investors Should Pay Attention to
27:31 - Atlanta Fed President to Speak Next Week & Fed Fund Rates
28:42 - Pharma Earnings to Come Out - What to Watch for
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#Wealthion #Wealth #Finance #Investing #StockMarket #Rebalancing #Tariffs #Diversification #HealthcareStocks #SmartInvesting #MarketRisk #FedWatch #AIStocks #Stagflation #Tokenization
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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 investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
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