In this week’s Rise UP! Grimes and Company CEO Kevin Grimes and CFP Todd Herman join Rise Growth Managing Partner Terri Kallsen for an in-depth look at this week’s Treasury markets and what rising yields really mean, managing your emotions in times of fear, and when is it really time to cash out your investments. They also dive into Bitcoin’s record-breaking week and why Bitcoin could be a great investment against traditional currencies. Plus, how tariffs are affecting retail companies, their earnings, and your wallet.

Chapters:

2:34 - Markets This Week (put up charts to help)

3:37 - Yields, Bonds, What Happened Wednesday, and Why it Matters

6:15 - Myopic Loss Aversion - In Other Words: How to Avoid Panicking

8:10 - How to Test Your Plan and Know if it’s on Track

9:00 - How to Know When to Cash Out

9:41 - Volatility, When it’s Your Friend and When it Isn’t

10:58 - How Main Stream Media May Affect Your Decisions

11:25 - Tariffs and Retailers

12:40 - What Indices Grimes and Co. are Watching Closely

13:07 - What to Watch for to Know if a Recession is Near

14:15 - Rising Costs and Planning for it, Whether You are Retired, Near Retiring or Nowhere Near It

17:59 - Has Bitcoin Become a Safe Haven?

21:00 - Bitcoin vs ETFs, Portfolio Percentages and Volatility Management

24:07 - How to Accumulate Bitcoin — Entry and Exit Points

25:50 - Why Are High Yields Now a Concern?

29:26 - Are Bonds Still a Safe Haven? And How to Invest in Bonds to Build and Protect Your Portfolio

31:39 - How Do Rising Yields Affect Portfolio Strategy?

34:00 - Separating Emotions From Strategy

35:26 - What to Watch Next Week

Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SiwJBf

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

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#Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #Bonds #Yields #Tariffs #StockMarket #Recession #FinancialPlanning #EconomicOutlook #PortfolioStrategy

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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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