
Todd Herman
Certified Financial Planner and Engineer. Expert in guiding clients to make informed financial decisions based on data and stress-testing portfolios.
Best podcasts with Todd Herman
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14 snips
May 23, 2025 • 44min
What Tariffs, Rising Yields, and Bitcoin are Telling Us | Rise UP!
Kevin Grimes, CEO of Grimes and Company, and Todd Herman, a Certified Financial Planner, share their insights on navigating the turbulent financial landscape. They discuss rising yields and their implications for bonds, along with how tariffs are reshaping the retail sector. With Bitcoin having a record-breaking week, they explore its potential as a safe haven against traditional currencies. Listeners will learn about managing emotional reactions to market volatility and when it might be wise to cash out investments.

Mar 28, 2025 • 49min
Tariffs Shocking Markets: What Investors Must Do | ft. Benjamin Wallace & Todd Herman | Rise UP!
This week, portfolio manager Benjamin Wallace and certified financial planner Todd Herman from Grimes & Company tackle the impact of tariffs on global markets. They dive into the effects of a 25% auto tariff and discuss the implications for supply chains and volatility. Listeners will learn about sector rotation trends, the role of gold as both a speculative asset and safe haven, and essential strategies for mitigating sequence of returns risk. Plus, insights on interpreting PMI and ISM data to stay ahead in the market.