In a week of negative economic data, the Rise UP! team of Terri Kallsen and Bleakley Financial Managing Partner Scott Schwartz and Partner Jeffrey Miller find the upside of investment opportunities. From how a much weaker dollar creates opportunities overseas, to the Mag 7 and the trickle down effect they have on other companies and the huge AI opportunities that still exist. Also, what is really going on with inflation and the economy and building an “all weather” portfolio. Plus, an in-depth conversation on planning for your retirement including Jeff’s yo-yo correlation you don’t want to miss.
Key Takeaways:
How to Capitalize on a Weaker Dollar
Opportunities the Mag 7 Create and Other Sector Options
Building an “all weather” portfolio that gets through any storm
Retirement planning and there is a difference between financial independence and retirement
Get Jeff and Scott’s great insights one-on-one with a free review of your portfolio. Go to https://wealthion.com/free and select Bleakley Financial on the form.
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