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 & Company’s Benjamin Wallace, CFA, and Todd A. Herman, CFP®.
This week’s episode unpacks a dramatic shift in the financial landscape, triggered by tariff-driven volatility, skyrocketing Treasury yields, and growing questions around America’s role as a global safe haven. With investor confidence rattled and markets swinging wildly, we dive into what’s happening and how disciplined investors can stay focused and protect their portfolios in this volatile and highly uncertain times.
In this episode:
- Why U.S. Treasury yields just posted their biggest 3-day spike since 2001
- How tariff uncertainty and erratic policy are shaking investor confidence
- How to think clearly amid the chaos: plan-based investing vs emotional reactions
- Rebalancing strategies to realign risk and stay the course
- The #1 mistake investors make in volatile markets
- How to tell if your financial advisor is helping or hurting
- What to expect from earnings season and the Fed’s next move
Don’t let the headlines shake your plan. Watch now to stay grounded, informed, and confident in your next financial move.
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