Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Scott Schwartz, principal at Bleakley Financial Group.

Join us as we dive into:

1️⃣ The impact of new U.S. policies under the president’s administration, including inflation-fighting measures, tariffs, and tax cuts.

2️⃣ Navigating market volatility amidst high valuations and speculation.

3️⃣ Key changes to inherited IRA rules and how to plan for them.

🎯 Plus, we tackle YOUR pressing questions on portfolio strategies, speculative bubbles, and whether AI and energy are the next big plays.

Meet the Hosts:

• Terri Kallsen, CFP®: Former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.

• Joe Duran, CFA: Serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.

💡 Don’t miss this insightful episode packed with actionable tips and expert predictions.

👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week!

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Chapters:

1:37 - New President’s Policies: What They Mean for Investors

2:54 - Is the Market Overvalued? Insights on Current Valuations

5:14 - February 1 Deadline: Tariffs, Trade, and Global Impacts

9:00 - Inherited IRA Changes: What You Need to Know

14:15 - Managing Your Portfolio Amid Market Volatility

17:44 - Stocks, Bonds, and Crypto: Where to Invest Now

24:19 - AI and Energy: The Surprising Connection

25:45 - What’s Coming Next Week: Fed Decisions and Big Tech Earnings

32:40 - Final Thoughts: Be Prudent, Stay Invested

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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.

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.

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