Navigating the EB-5 Visa Program

Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the 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, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group).

Join us as we dive into:

1️⃣ Market Volatility Spikes: The tariff-driven turmoil is reshaping market dynamics. How should investors navigate rising uncertainty?

2️⃣ End of the AI Tech Trade?: Could we be witnessing a fundamental shift away from the dominant "Magnificent Seven" stocks toward more value-driven investments?

3️⃣ Crypto’s Risk Reality Check: Bitcoin’s recent slide highlights key risks investors must know. Is crypto still worth the gamble?

Plus much more!

🎯 Don't miss this expert breakdown—get clarity and insights to make smarter investment decisions in today's challenging market environment.

👉 Don’t forget to like, subscribe, and drop your questions in the comments! 

Chapters:

2:44 - S&P Shake-Up: Navigating Market Volatility

7:13 - Tariff Tensions: Navigating Market Uncertainty

9:54 - Wealth Divide: Unpacking the Spending Power

11:38 - Bitcoin Breakdown: Debunking Digital Gold

14:32 - Crypto Allocation: Balancing Risk and Reward

15:58 - Stable Coin Showdown: The Future of Digital Dollars

17:54 - Green Card Gamble: The $5 Million Question

22:36 - Opportunity Amid Uncertainty: Finding Investment Upside

24:54 - Men or Women: Who Leads Financial Decisions?

27:55 - Money & Marriage: To Merge or Not to Merge?

30:18 - Living It Up or Saving Up? Balancing Life and Retirement

34:37 - Harmonizing Finances: Navigating Couples’ Conflicts

37:42 - Merging or Maintaining: Deciding on Joint Finances

40:09 - PCE Predictions: Gauging Fed Impact on Markets

41:57 - Weathering the Storm: Strategies for Volatile Markets

43:42 - DEI Debates: Activism, Consumer Power, and Corporate Strategy

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

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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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