In this week’s Rise UP! Grimes and Company CEO Kevin Grimes and CFP Todd Herman join Rise Growth Managing Partner Terri Kallsen for an in-depth look at this week’s Treasury markets and what rising yields really mean, managing your emotions in times of fear, and when is it really time to cash out your investments. They also dive into Bitcoin’s record-breaking week and why Bitcoin could be a great investment against traditional currencies. Plus, how tariffs are affecting retail companies, their earnings, and your wallet.
Chapters:
2:34 - Markets This Week (put up charts to help)
3:37 - Yields, Bonds, What Happened Wednesday, and Why it Matters
6:15 - Myopic Loss Aversion - In Other Words: How to Avoid Panicking
8:10 - How to Test Your Plan and Know if it’s on Track
9:00 - How to Know When to Cash Out
9:41 - Volatility, When it’s Your Friend and When it Isn’t
10:58 - How Main Stream Media May Affect Your Decisions
11:25 - Tariffs and Retailers
12:40 - What Indices Grimes and Co. are Watching Closely
13:07 - What to Watch for to Know if a Recession is Near
14:15 - Rising Costs and Planning for it, Whether You are Retired, Near Retiring or Nowhere Near It
17:59 - Has Bitcoin Become a Safe Haven?
21:00 - Bitcoin vs ETFs, Portfolio Percentages and Volatility Management
24:07 - How to Accumulate Bitcoin — Entry and Exit Points
25:50 - Why Are High Yields Now a Concern?
29:26 - Are Bonds Still a Safe Haven? And How to Invest in Bonds to Build and Protect Your Portfolio
31:39 - How Do Rising Yields Affect Portfolio Strategy?
34:00 - Separating Emotions From Strategy
35:26 - What to Watch Next Week
Volatility got you concerned? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/3SiwJBf
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