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Bad Economic Data May Be Scary, But There’s Money to Be Made From It! | Rise UP!
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, […]
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A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!
In this week’s Rise UP! Joe Duran, Kevin Grimes and Chris Deeley from Grimes and Company have a spirited conversation over what the Musk/Trump battle means for Tesla stock and what to do if you own it, what the data […]
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2025 May Be the Year of “The Dip” But An Economic Slowdown Could Change That | Rise UP!
In this week’s Rise UP! Terri Kallsen, Joe Duran, Peter Boockvar, and Jon Betlow discuss everything from how market data and consumer actions are suggesting an economic slowdown is coming — to asking if the TACO trade is real? Peter […]
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Don’t Chase This Rally! Smart Investing Moves For A Headline Driven Market | Rise UP!
With markets rebounding on the back of a 90-day tariff pause and U.S.-China Trade talks, investors are asking: Is now the time to buy, or wait for the next drop? In this episode of Rise Up, Rise Growth Partner’s Joe […]
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Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!
In a riveting and in-depth analysis of the first trade deal made between the U.S. and another country since tariffs were announced — Rise UP’s Managing Partner Terri Kallsen and Grimes & Company’s Principal and Wealth Manager Emily Wood and […]
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The Economy is Contracting, It’s Only Going to Get Worse | Rise UP!
In this week’s Rise Up, wealth managers Andy Schwartz, David Mandelbaum, and co-hosts Terri Kallsen and Joe Duran bring incredible insights into what they believe is going to happen over the next two quarters, both economically and in the markets. […]
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Selling During Market Volatility? Have a Plan to Get Back In! | Rise UP!
In a week where the market exited correction, the wealth advisors at Grimes and Company say there is money to be made in a volatile market, as long as you have a plan on when to get back in. Plus, […]
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The US vs China Standoff Could Wreck the Global Economy | ft. Peter Boockvar & Jon Betlow | Rise UP!
In this week’s Rise UP! Weekly Market Report, Terri, Joe, and Bleakley Financial’s CIO Peter Boockvar and Partner Jon Betlow discuss the market volatility and the rising concerns that stagflation is ahead. Then, is NVIDIA the Canary in the Coal […]
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Market Volatility! What Investors Must Know & Do Now | ft. Benjamin Wallace & Todd Herman | Rise UP
Welcome to the latest episode of Rise UP! your essential weekly market recap where financial headlines meet real, actionable guidance and expert insight. Hosted by Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, this special edition features Grimes […]
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Tariffs Shocking Markets: What Investors Must Do | ft. Benjamin Wallace & Todd Herman | Rise UP!
Welcome to the latest episode of Rise UP! Your go-to weekly market and economic recap, where the biggest financial stories meet top financial minds for expert analysis. This week, host Terri Kallsen, CFP® welcomes Benjamin Wallace and Todd A. Herman, […]
