Alexis Miller

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.

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.

In this discussion, Alexis Miller, a Director of Investment Research, and David Mandelbaum, a Portfolio Manager at OnePoint BFG Wealth Partners, delve into pressing market issues. They analyze the fallout from Trump's firing of Fed Governor Lisa Cook and its implications for monetary policy. The talk shifts to Nvidia's mixed earnings amidst evolving AI dynamics and the recent steep tariffs on Indian goods that could disrupt global trade. Their insights highlight the importance of strategic portfolio management in an uncertain market.