đź’ˇGet Kevin’s and Andy’s expert advice one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company or OnePoint BFG Wealth Partners on the form.
This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO of Grimes & Company, and Andy Schwartz, CEO of OnePoint BFG Wealth Partners, to break down the biggest market stories investors need to watch. From Powell’s warning that rate cuts aren’t guaranteed, to the surge in new home sales, to quirky but telling economic indicators, Kevin and Andy unpack what these signals mean for the economy and your portfolio. Plus, they dive into the new IRS rules for 401(k) catch-up contributions and what they mean for high earners over 50.
💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/
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.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
The world of finance and investment is intricate and diverse. It’s our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.
Liquidity Watch: Former NY Fed repo expert (and current BofA strategist) Mark Cabana is forecasting that in addition to a 25bps rate cut, the Fed will announce (at Wednesday’s FOMC meeting) Reserve Management Purchases (RMP’s) of $45B per month beginning […]
đź’ˇThe world is entering massive innovation super-cycles. Is your portfolio aligned? Get a free review with Wealthion’s endorsed financial advisors at https://bit.ly/4iJVu5M Bitcoin is emerging as the new global form of money just as AI and blockchain begin to fuse […]
đź’ˇFREE access to the full interview and more exclusive content in the real assets sector by joining our Get Ready for Real Assets wait list: http://www.wealthion.com/getready Gold and silver are surging, not because of hype, but because the bond market […]
This is why we created Wealthion. To bring you the insights of some of the world’s experienced wealth advisors and then connect you with like-minded, independent financial professionals who will create and manage an investment plan custom-tailored to you. We only recommend products or services that we believe will add value to our audience. Some links on our website are affiliate links. This means that if you click on them and use the affiliate’s services, we may receive a payment from the vendor at no additional cost to you.
Please share a little more information so we can best serve you. This service provided by a registered investment advisor and a subsidiary of Wealthion.
