This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Alexis Miller, Director of Investment Research & Alternative Investments, and David Mandelbaum, Portfolio Manager and Wealth Management Advisor at OnePoint BFG Wealth Partners, to unpack the week’s biggest market stories. From Trump’s unprecedented firing of Fed Governor Lisa Cook, to Nvidia’s Q2 earnings and tepid forecasts, India’s steep 50% tariffs kicking in, and consumer confidence slipping in August, Alexis and David break down what these shifts mean for investors, portfolios, and the road ahead as we enter into a historically volatile period in markets.
Get Alexis and David’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form.
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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.
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.
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