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This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed’s next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy.
#RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance
Chapters:
2:01 - This Week’s Market Recap
3:35 - PPI & CPI for August Show a Divergence
6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy?
9:43 - Mortgage Demand in the US Spikes as Rates Fall
12:57 - An New Emerging Reality: Supporting Adult Children
15:01 - With Adult Children, How Should We Approach Estate Planning?
17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security
20:13 - How Can Young Parents Prepare to Help Support Children in the Future
21:50 - September FOMC Meeting: What to Expect
22:59 - US Retail Sales & Consumer Strength
24:15 - Housing Starts—How It Ties into the Broader Inflation Picture
25:19 - Concluding Thoughts
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