Tag: Terri Kallsen

2025 May Be the Year of “The Dip” But An Economic Slowdown Could Change That | Rise UP!

May 30, 2025

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 […]

The Wealthion Team
Tariffs Were the Earthquake…The Trade Tsunami is the Trouble | Rise UP!

May 9, 2025

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 […]

The Wealthion Team
Market Volatility! What Investors Must Know & Do Now | ft. Benjamin Wallace & Todd Herman | Rise UP

April 11, 2025

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 […]

The Wealthion Team

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