In this week’s Rise Up, wealth managers Andy Schwartz, David Mandelbaum, and co-hosts Terri Kallsen and Joe Duran bring incredible insights into what they believe is going to happen over the next two quarters, both economically and in the markets. Relating stories of what they are hearing from their clients and delivering the advice they are giving, including some step-by-step instructions on how investors should be thinking about and managing their portfolios right now. Plus, our viewers ask us anything — from how to know when to get back into the market after selling, and when investors really make the most money, to needing a portfolio manager or not, and why the basics aren’t boring! Plus, what to watch for next week.
Chapters:
2:47 - Markets Latest
3:35 - Negative GDP and More is Coming
5:13 - “We’re at the high end of this trading range”
6:22 - “Our clients are pulling back”
7:55 - The Mag 7 and What the April Markets Comeback Signals
9:09 - We’re Not at the Bottom
10:45 - What Investors Should Be Doing Now
11:44 - Tariffs and Pharma Industry: What to Know
17:30 - It’s a Good Time to Get Into the Right Healthcare Investments
21:03 - Ask Us Anything – Who Are the Winners and Losers this Month?
22:00 - The Best Way to Invest
23:30 - When the Next Drop Will Come
24:15 - Diversification is Your Friend
24:45 - Selling? How to Know When to Get Back In
28:15 - When You Make the Most Money
30:15 - Do I Really Need a Portfolio Manager? Yes and No
36:06 - “Basics are Boring” But Are They Really?
40:05 - Next Week
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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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