10–15% Market Correction Next? New 401(k) Rule, Fed Cuts & What to Do | Rise UP!

20 snips

Aug 8, 2025

Joining the discussion is Kevin Grimes, CEO and CIO of Grimes & Company, known for his expertise in portfolio management. He shares insights on the potential for a 10-15% market correction and why he anticipates a significant rate change by the Federal Reserve. The conversation dives into the resurgence of American manufacturing and the opportunities in undervalued stocks through re-shoring. Additionally, they explore a new executive order allowing alternative investments like Bitcoin and Gold in 401(k) plans, marking a shift in investment strategies.

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INSIGHT

Market Looks Overextended; Correction Risk

Kevin Grimes says the market is overextended with a high forward PE and momentum readings suggesting a possible short-term top.
He warns a 10–15% correction could occur absent economic stress.

ADVICE

Keep A Long-Term Plan During Volatility

Maintain a long-term perspective and stick with your plan during volatility, says Emily Wood.
Ensure appropriate allocation and liquidity so you don't sell into downturns.

INSIGHT

Political Moves Are Hard To Anticipate

Kevin Grimes says you can't effectively manage portfolios around rapid executive actions and tweets.
Markets react, but attempting to preempt political moves is often futile.

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Is there a correction coming? In this week’s Rise UP! Rise Growth Managing Partner Terri Kallsen leads an insightful conversation with Grimes & Company CEO/CIO Kevin Grimes and CFP & Wealth Manager Emily Wood on markets, manufacturing, and companies under Trump’s microscope. Plus, why Kevin expects a potentially 50 basis point kick by the Fed, how there’s money to be made on undervalued stocks through re-shoring, and then a deep dive into the new executive order that allows Alternative investments like Bitcoin, Gold, Private Credit, and more to be part of your 401k.

Get Emily and Kevin’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.

Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

2:20 - Buckle Up! The Market’s Being Taken for a Wild Ride

6:36 - Trump’s Now Targeting Intel & Banks

9:38 - Is American Manufacturing Making a Comeback?

15:25 - What Are Considered Alternative Investments? Do I Need Them?

20:04 - What Percentage of My Portfolio Should Be in Alternatives?

21:02 - What Opportunities in Alternatives Should I Consider?

23:48 - Tariff Watch for China - Will a Deal Come Through?

25:31 - Important Data Drops Next Week: CPI & PPI

27:38 - July’s U.S. Real Earnings Report to Come Out Soon

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#Wealthion #Wealth #Finance #Investing #MarketCorrection #401k #RetirementPlanning #AlternativeInvestments #FederalReserve #Inflation #Bitcoin #Stocks #Economy #CPI #InterestRates

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