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.
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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.
Ganfeng Lithium Group Chair Li Liangbin forecast 2026 lithium demand to surge 30% driving a potentially more-than-50% price increase to 150,000 yuan ($21,105) per ton. Liangbin’s comments accelerated the recent rise in lithium prices, vaulting the most active lithium carbonate […]
đź’ˇWant to make sure your portfolio matches today’s market reality? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/47EKGC4 Is the high-beta stock market boom finally breaking down, and why does one of today’s most forward-thinking investors […]
Global stocks are declining on Friday under the quadruple weight of 1.) reduced expectations for a December rate cut (due to hawkish Fed comments), 2.) opaque scheduling for backlogged U.S. economic reports, 3.) mounting worries about an AI bubble, and […]
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