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Hot Markets Call for a Cool-Headed Approach | Rise UP!
This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might […]
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It’s Now A Long-Term Buy the Dips Market | Rise UP!
On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & […]
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The Knives are Out for Powell! | Rise UP!
In this week’s Rise UP! Host Terri Kallsen, Managing Partner of Rise Growth Partners is joined by Bleakley Financial CIO Peter Boockvar and CEO Andy Schwartz for a riveting conversation revolving around the questions: is the recession risk off, the […]
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War & Tariffs Knock At Market’s Door | Rise UP!
In this week’s Rise UP! Rise Up’s Terri Kallsen, Grimes and Company Principal and Wealth Manager Emily Wood, and Research Director and Portfolio Manager Ben Wallace analyze the week’s big stories and their effects on markets. From the conflict between […]
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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. […]
