Welcome to the premiere episode of Rise UP!—your go-to weekly market and economic recap, where the week’s 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, along with special guest Peter Boockvar, CIO of Bleakley Financial Group.
Join us as we dive into:
1️⃣ The devastating financial and personal toll of the Los Angeles wildfires.
2️⃣ The Federal Reserve’s 2025 rate strategy—what it means for your investments.
3️⃣ The cocoa crisis: How Hershey is navigating record-high prices.
🎯 Plus, we tackle YOUR pressing questions on U.S.-Greenland-Denmark relations, tariffs, and portfolio strategies to handle volatility.
Meet the Hosts:
- Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.
- Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.
💡 Don’t miss this insightful kickoff episode packed with actionable tips and expert predictions.
👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week.
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Chapters:
2:15 - California Wildfires: Financial and Human Impacts
6:49 - The Fed’s Rate Decisions: What Investors Need to Know
11:19 - Chocolate Prices Soar: Cocoa’s Impact on the Market
15:09 - The Greenland & Trump Debate: Resources and Strategy
19:12 - Tariffs and Your Portfolio: What to Expect
22:48 - Preparing for Volatility: Portfolio Strategies
23:47 - Next Week’s Big Topics: Economic Data, Bitcoin, and Earnings
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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.
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