Intro

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group).

Join us as we dive into:

1️⃣ Market Volatility Spikes: The tariff-driven turmoil is reshaping market dynamics. How should investors navigate rising uncertainty?

2️⃣ End of the AI Tech Trade?: Could we be witnessing a fundamental shift away from the dominant "Magnificent Seven" stocks toward more value-driven investments?

3️⃣ Crypto’s Risk Reality Check: Bitcoin’s recent slide highlights key risks investors must know. Is crypto still worth the gamble?

Plus much more!

🎯 Don't miss this expert breakdown—get clarity and insights to make smarter investment decisions in today's challenging market environment.

👉 Don’t forget to like, subscribe, and drop your questions in the comments! 

Chapters:

2:44 - S&P Shake-Up: Navigating Market Volatility

7:13 - Tariff Tensions: Navigating Market Uncertainty

9:54 - Wealth Divide: Unpacking the Spending Power

11:38 - Bitcoin Breakdown: Debunking Digital Gold

14:32 - Crypto Allocation: Balancing Risk and Reward

15:58 - Stable Coin Showdown: The Future of Digital Dollars

17:54 - Green Card Gamble: The $5 Million Question

22:36 - Opportunity Amid Uncertainty: Finding Investment Upside

24:54 - Men or Women: Who Leads Financial Decisions?

27:55 - Money & Marriage: To Merge or Not to Merge?

30:18 - Living It Up or Saving Up? Balancing Life and Retirement

34:37 - Harmonizing Finances: Navigating Couples’ Conflicts

37:42 - Merging or Maintaining: Deciding on Joint Finances

40:09 - PCE Predictions: Gauging Fed Impact on Markets

41:57 - Weathering the Storm: Strategies for Volatile Markets

43:42 - DEI Debates: Activism, Consumer Power, and Corporate Strategy

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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.

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