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
Connect with us online:
Website: https://www.wealthion.com
X: https://www.x.com/wealthion
Instagram: https://www.instagram.com/wealthionofficial/
LinkedIn: https://www.linkedin.com/company/wealthion/
#Wealthion #Wealth #Finance #Investing #Bitcoin #Crypto #Markets #Bonds #Yields #Tariffs #StockMarket #Recession #FinancialPlanning #EconomicOutlook #PortfolioStrategy
________________________________________________________________________
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.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Learn more about your ad choices. Visit megaphone.fm/adchoices
