Is there a bubble in markets driven by AI, and should you be concerned? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen sits down with Grimes & Company CEO/CIO Kevin Grimes and Financial Advisor Christopher Deeley to unpack the biggest stories moving markets ahead of Fed Chair Jay Powell’s highly anticipated Jackson Hole address. From the U.S. government weighing a stake in Intel, to Warren Buffett’s bold $5M UnitedHealthcare buy, to the sweeping new flexibility in 529 education savings plans, Kevin and Chris break down what these developments mean for investors and portfolios in today’s volatile market.
Get Chris and Kevin’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.
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Chapters:
1:49 - What’s Going on with Intel?
6:46 - The Warren Buffett Effect and the Healthcare Sector
12:16 - 529 Plan Changes and the Expansion of Qualified Education Expenses
15:48 - How to Invest When Concerned About a Market Bubble
18:57 - What Other Options Are Out There Aside from the Mag7?
24:27 - What Are Some Good Long-Term Investments for High Risk Tolerance?
30:08 - Jay Powell’s Jackson Hole Address - Any Surprises to Come?
31:35 - Consumer Confidence and GDP Revisions Next Week
32:29 - What to Watch For: PCE Reading
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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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