Markets Are Still Too High And Risks Keep Rising — Here’s What Smart Investors Are Doing | Rise UP!

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Aug 1, 2025

Scott Schwartz, Managing Partner at OnePoint BFG Wealth Partners, and Alexis Miller, Director of Investment Research there, share expert insights on the current market turmoil. They highlight the importance of diversification as healthcare stocks pique interest amidst economic uncertainty. The duo discusses how rebalancing strategies previously navigated market dips effectively. Also, they analyze the impacts of rising tariffs on company earnings and consumer spending, emphasizing the need to stay informed on critical market data.

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INSIGHT

Diversification Triumphs Over Big Tech

Diversification is finally rewarding investors beyond Big Tech stocks this year.
International assets and alternatives like gold and uranium are holding up better amid volatility.

ADVICE

Rebalance to Manage Risk

Rebalance your portfolio to maintain target allocations and manage risk.
Sell some equities when markets are high and buy when they are lower for better long-term returns.

INSIGHT

Healthcare Stocks Are Undervalued

Healthcare stocks are undervalued relative to their large economic footprint.
Pharmaceutical companies face pressure but remain appealing due to pricing dynamics and potential growth drivers like weight loss drugs.

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As markets slumped, tariffs increased, and disappointing unemployment numbers landed, the Rise UP! Team asks, should you be worried? Rise Growth Managing Partner Joe Duran is joined by OnePoint BFG Wealth Partners, Managing Partner Scott Schwartz, and Director of Investment Research Alexis Miller to break down what happened in markets this week and what smart investors are doing right now to stay ahead. They discuss why diversification is finally beating Big Tech, how rebalancing helped them nearly bottom-tick the April dip, and what they’re doing now as markets are still too high and risks keep rising. Plus, why healthcare stocks remain compelling, and how tariffs may quietly squeeze earnings or impact consumer wallets.

Get Scott and Alexis’ 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.

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

Chapters:

2:54 - Markets Are Now Taking a Hit

10:07 - Pharma and Healthcare Sectors Are Under Fire

14:47 - Coinbase Is Tokenizing “Everything”

18:35 - What Will Tariffs Ultimately Affect - Company Earnings or Consumer Wallets?

22:20 - When Will We Know We’ve Overcome Stagflation?

23:37 - How Much Do I Need for Liquidity Needs + Can a Wealth Manager Help?

26:25 - What Data Investors Should Pay Attention to

27:31 - Atlanta Fed President to Speak Next Week & Fed Fund Rates

28:42 - Pharma Earnings to Come Out - What to Watch for

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#Wealthion #Wealth #Finance #Investing #StockMarket #Rebalancing #Tariffs #Diversification #HealthcareStocks #SmartInvesting #MarketRisk #FedWatch #AIStocks #Stagflation #Tokenization

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