Sage's Williams: Worst case is off the table, but the market has potholes ahead

Rob Williams, chief investment strategist at Sage Advisory Services, says the economy and market have moved off of potential worst-case scenarios into "this manageable camp," where it must get through potholes and uncertainty as the economy "flirts with stall speed" in growth. Still, Williams sees some powerful tailwinds that could drive the market higher in the second half of the year, but the concerns make it that investors should remember that "yield is your friend." "Be fully invested in equities," Williams says, "but don't be stealing from fixed income yet to overload on the equity side. You will want that yield if things get bumpy." Bob Rosen, author of "Detach: Ditch Your Baggage to Live a More Fulfilling Life" discusses how to break away from uncertainty — which he says is a constant in life, and not just present in times like today — to be happy and productive even when conditions make that hard. Plus Chip Lupo discusses a WalletHub survey showing that the tariff uncertainty has made consumers — anticipating price hikes — more interested in earning credit card rewards, and which bonuses consumers find particularly attractive now.