Navigating Investment Opportunities Amid Market Volatility

Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes & Company’s Benjamin Wallace, CFA, and Todd A. Herman, CFP®.

This week’s episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America’s role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what’s happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times.

In this episode:

• Why U.S. Treasury yields just posted their biggest 3-day spike since 2001
• How tariff uncertainty and erratic policy are shaking investor confidence
• How to think clearly amid the chaos: plan-based investing vs emotional reactions
• Rebalancing strategies to realign risk and stay the course
• The #1 mistake investors make in volatile markets
• How to tell if your financial advisor is helping or hurting
• What to expect from earnings season and the Fed’s next move

Don’t let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move.

Chapters:

1:48 - Buckle Up: Markets Are Wild. Let’s Break It Down

3:24 - What Just Happened?! Inside The Market Mayhem

10:20 - Three Power Moves to Stay Sane (and Smart) in This Market

15:50 - How the Pros Are Investing Right Now

20:12 - Small Caps, Big Trouble? Where to Look in This Shaky Market

25:24 - The Real MVP: How to Spot a Rock-Solid Financial Advisor

27:09 - Stop Obsessing: When (and How) to Actually Check Your Portfolio

28:08 - Does Your Advisor Pass the Stress Test? Here’s How to Tell

36:24 - What’s on the Financial and Economic Radar for Next Week?

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4js1UWj

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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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