Tag: asset allocation

Record Stock Market Highs… But For How Long? | Rise UP!

July 18, 2025

Economic data is trending positive, so why are analysts so concerned? On this weeks Rise UP! Host and Managing Partner at Rise Up Partners Terri Kallsen and Grimes & Company’s CEO/CIO Kevin Grimes and Financial Advisor Chris Deeley do a […]

The Wealthion Team
Marko Papic: The U.S. Gravy Train Is Ending — Cut Your U.S. Exposure in Half?!

July 2, 2025

BCA Research chief strategist Marko Papic says it’s time to halve your U.S. exposure! America’s post-pandemic out-performance, he argues, was “fueled by drunken-sailor spending”, and that fiscal sugar rush is ending. A Trump 2.0, Big Beautiful Budget deal that cuts […]

The Wealthion Team
Why the 60/40 Portfolio Is Failing & What to Own Instead | Brett Rentmeester

May 12, 2025

Brett Rentmeester, founder of Windrock Wealth Management, says the classic 60/40 portfolio may be dangerously outdated, and it’s time to look into alternative investments to protect your wealth. In this conversation with Maggie Lake, he explains why investors must rethink […]

The Wealthion Team

Put these insights into action.

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.

Schedule a free portfolio evaluation now.