This Week’s Must-Know Market News | ft. Scott Schwartz | Rise UP!
Welcome to the latest episode of Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners’ Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guest Scott Schwartz, principal at Bleakley Financial Group.
Join us as we dive into: 1️⃣ The impact of new U.S. policies under the president’s administration, including inflation-fighting measures, tariffs, and tax cuts. 2️⃣ Navigating market volatility amidst high valuations and speculation. 3️⃣ Key changes to inherited IRA rules and how to plan for them.
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