Navigating Market Uncertainty and Portfolio Rebalancing

Welcome to the premiere episode of Rise UP!—your go-to weekly market and economic recap, where the week’s 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, along with special guest Peter Boockvar, CIO of Bleakley Financial Group.

Join us as we dive into:

1️⃣ The devastating financial and personal toll of the Los Angeles wildfires.

2️⃣ The Federal Reserve’s 2025 rate strategy—what it means for your investments.

3️⃣ The cocoa crisis: How Hershey is navigating record-high prices.

🎯 Plus, we tackle YOUR pressing questions on U.S.-Greenland-Denmark relations, tariffs, and portfolio strategies to handle volatility.

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 this insightful kickoff episode packed with actionable tips and expert predictions.

👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3WdGdjM

Chapters:

2:15 - California Wildfires: Financial and Human Impacts

6:49 - The Fed’s Rate Decisions: What Investors Need to Know

11:19 - Chocolate Prices Soar: Cocoa’s Impact on the Market

15:09 - The Greenland & Trump Debate: Resources and Strategy

19:12 - Tariffs and Your Portfolio: What to Expect

22:48 - Preparing for Volatility: Portfolio Strategies

23:47 - Next Week’s Big Topics: Economic Data, Bitcoin, and Earnings

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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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