3 Major Risks to Your Portfolio by Year-End - And What To Do About Them | Chris Casey

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Oct 10, 2025

Chris Casey, Founder and Managing Director of WindRock Wealth Management, shares his expertise on portfolio risks as 2023 winds down. He discusses potential market shake-ups from the Supreme Court's tariff review, the staggering $37 trillion U.S. debt, and rising long-term interest rates. Casey warns that long-term yields are driving the economy more than the Fed’s actions and highlights opportunities in value stocks, gold, and Bitcoin. Amid increasing volatility, he emphasizes the importance of rebalancing portfolios to navigate the uncertain landscape.

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INSIGHT

Reassess After Big Market Rallies

After a big market run-up everyone should reassess their portfolio and be cautious.
Chris Casey warns identifiable risks into year-end could impact the whole market, not just tech leaders.

INSIGHT

Tariff Ruling Is Underappreciated Risk

The Supreme Court review of Trump-era tariffs is under-discussed yet consequential.
Casey expects the tariffs to likely be ruled unconstitutional and cause market volatility before year-end.

ADVICE

Expect Tariff Revenues To Be Returned

Prepare for the practical outcome: the government will likely have to return tariff revenues.
Don't conflate that revenue with a meaningful fix to the deficit, Casey says it won't dent federal finances.

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💡Get a free portfolio review with Chris Casey and the team at WindRock by going here: https://bit.ly/4n3gDbI

U.S. stocks keep hitting record highs, but are investors overlooking the biggest risks heading into year-end? In this Wealthion interview, Maggie Lake speaks with Chris Casey, Founder and Managing Director of WindRock Wealth Management, about the three major risks he believes every investor should be watching before 2026 begins. Casey warns that the Supreme Court’s upcoming decision on Trump-era tariffs, the U.S. government’s massive $37 trillion debt, and rising long-term interest rates could all collide to shake markets and portfolios. He explains why long-term yields, not the Fed, now drive the economy, why America’s finances are starting to look like those of an emerging market, and how investors can protect themselves through value stocks, gold, and Bitcoin. He also highlights where opportunities still exist and urges investors to rebalance before market volatility returns.

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💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs

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