Show notes
Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Scott Schwartz, principal at Bleakley Financial Group.
Join us as we dive into:
1️⃣ The impact of new U.S. policies under the president’s administration, including inflation-fighting measures, tariffs, and tax cuts.
2️⃣ Navigating market volatility amidst high valuations and speculation.
3️⃣ Key changes to inherited IRA rules and how to plan for them.
🎯 Plus, we tackle YOUR pressing questions on portfolio strategies, speculative bubbles, and whether AI and energy are the next big plays.
Meet the Hosts:
• Terri Kallsen, CFP®: Former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners.
• Joe Duran, CFA: Serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S.
💡 Don’t miss this insightful episode packed with actionable tips and expert predictions.
👉 Like, comment, and subscribe to Wealthion for fresh perspectives each week!
Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/42vnbsW
Chapters:
1:37 - New President’s Policies: What They Mean for Investors
2:54 - Is the Market Overvalued? Insights on Current Valuations
5:14 - February 1 Deadline: Tariffs, Trade, and Global Impacts
9:00 - Inherited IRA Changes: What You Need to Know
14:15 - Managing Your Portfolio Amid Market Volatility
17:44 - Stocks, Bonds, and Crypto: Where to Invest Now
24:19 - AI and Energy: The Surprising Connection
25:45 - What’s Coming Next Week: Fed Decisions and Big Tech Earnings
32:40 - Final Thoughts: Be Prudent, Stay Invested
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
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