All-Time Highs, But Cracks Emerging: What’s Next for Markets? | Rise UP!

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Sep 12, 2025

Terri Kallsen chats with Alexis Miller, an investment research director, and Jon Betlow, a wealth advisor at OnePoint BFG Wealth Partners. They dissect current market highs while acknowledging inflation concerns and potential Fed rate cuts. The discussion includes a spike in mortgage demand due to falling rates and the intricacies of supporting adult children financially without compromising retirement plans. Their insights provide valuable strategies for navigating financial resilience amid market uncertainty.

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INSIGHT

Market Prices Fed Cuts As The Cure

Markets priced in a Fed rate cut as a cure for weaker economic signals, boosting stocks to intraday highs.
Alexis Miller highlights that lower rates support equities and borrowing costs, lifting market sentiment.

INSIGHT

Inflation Is Sticky And Dual Sourced

Inflation remains sticky around 3% with persistent service-price gains and a recent lift in goods prices.
Alexis Miller notes tariffs may cause short-term goods pressure while wage-sensitive services pose longer-term risk.

ADVICE

Adjust Portfolios For Inflation Risk

Consider adding inflation-sensitive fixed income like TIPS, commodities, or real estate to build resilience.
Jon Betlow recommends tailoring exposure to risk tolerance and preparing for interim volatility.

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:bulb:Get Alexis and Jon’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select OnePoint BFG Wealth Partners on the form.

This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen is joined by Alexis Miller, Director of Investment Research & Alternative Investments, and Jon Betlow, Partner & Wealth Advisor, at OnePoint BFG Wealth Partners, to break down the biggest stories shaping markets and portfolios right now. With PPI down but CPI still sticky, mortgage rates falling to an 11-month low, and U.S. retail sales and housing starts data on deck, Alexis and Jon unpack what this all means for inflation, the Fed’s next move at the FOMC meeting next week, and your financial plan. They also tackle an increasingly common challenge: parents helping their adult children financially — from rent and student loans to down payments — and how to balance generosity today with securing your retirement and legacy.

#RiseUP #Wealthion #Investing #Inflation #MortgageRates #FedRateCut #FinancialPlanning #Retirement #EstatePlanning #AlternativeInvestments #Markets #ParentingAndMoney #Wealth #Finance

Chapters:

2:01 - This Week’s Market Recap

3:35 - PPI & CPI for August Show a Divergence

6:45 - Weak Jobs, High Inflation… What Does This Mean for Fed Policy?

9:43 - Mortgage Demand in the US Spikes as Rates Fall

12:57 - An New Emerging Reality: Supporting Adult Children

15:01 - With Adult Children, How Should We Approach Estate Planning?

17:37 - Investment Strategies to Balance Supporting Grown Kids & Your Own Security

20:13 - How Can Young Parents Prepare to Help Support Children in the Future

21:50 - September FOMC Meeting: What to Expect

22:59 - US Retail Sales & Consumer Strength

24:15 - Housing Starts—How It Ties into the Broader Inflation Picture

25:19 - Concluding Thoughts

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