Practical Steps Before a Pullback: Dollar-Cost and Liquidity

💡Get Kevin's and Scott'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 or Grimes & Company on the form. On this final episode of Rise UP!, Rise Growth Partners CIO Joe Duran sits down with Kevin Grimes, CEO & CIO of Grimes & Company, and Scott Schwartz, Managing Partner at OnePoint BFG Wealth Partners, to break down the most significant forces shaping markets right now. With the government shutdown delaying critical economic data, speculation rising around the Fed’s next move, and AI growth increasingly fueled by debt, Joe, Kevin, and Scott unpack what investors should watch closely in the weeks ahead. Plus: * Why markets seem to shrug off shutdowns—until they don’t * The risk of late-stage FOMO driving investors into overvalued sectors * Parallels between today’s AI build-out and the dot-com bubble of the late 1990s * How much debt is too much—for both AI firms and the U.S. government * What households should do to ensure their portfolios are resilient if volatility picks up 💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/ 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH Chapters: 1:21 - This Week’s Market Recap: Where Do We Stand? 4:21 - The US Government Shuts Down 5:44 - Bracing for Market Volatility in Q4 9:33 - Jamieson Greer at the Economic Club of NY & US Trade Policy 14:05 - How Will I Know the AI Trade Is Topping Out? 19:02 - How Do I Know My Portfolio Is Resilient Enough to Handle a Bubble Burst? 25:47 - When Will Debt-Fueled AI Growth Become a Problem for Markets? 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/ ________________________________________________________________________ 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. #RiseUP #Wealthion #Finance #Wealth #Markets #Investing #AI #Debt #GovernmentShutdown #Fed #FinancialPlanning #PortfolioStrategy #CFA #CFP

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