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In this special edition of Rise UP, we present a curated collection of our most valuable insights on long-term investing, navigating life’s changes, and building genuine financial resilience. Whether you’re preparing for retirement, navigating market volatility, or reassessing your financial strategy after a major life event, this episode distills the timeless advice every investor and every financially savvy person needs to take control of their future and achieve success in their financial goals.

This week, Nvidia has crossed the $4 trillion threshold in market cap while US stocks continue to march upward—all seems relatively well in the markets, right? However, as US equity valuations continue to balloon, investors should consider how that might pose problems for their portfolios down the line. Rise Up! host Terri Kallsen, managing partner at Rise Up Growth Partners, is joined by Bleakley Financial CEO Andy Schwartz and portfolio manager David Mandelbaum for a wide-ranging, level-headed look at the markets and what it all means for your money.

In a week where the market exited correction, the wealth advisors at Grimes and Company say there is money to be made in a volatile market, as long as you have a plan on when to get back in.

Welcome to the latest episode of Rise UP! Your go-to weekly market and economic recap, where the biggest financial stories meet top financial minds for expert analysis. This week, host Terri Kallsen, CFP® welcomes Benjamin Wallace and Todd A. Herman, CFP®, AIF® from Grimes & Company for a practical breakdown of how investors should respond to today’s most urgent headlines.

In this week’s Rise Up, weekly market recap — the team analyzes the markets, Mag 7, and asks is there going to be a new period of European Exceptionalism and what should investors be doing about it. Then does a deep dive into alternative investments and the shadow economy investors need to not only be aware of, but invest in.

The markets are giving investors whiplash and in this weeks Rise Up we’re breaking format to do an in-depth dive on the market volatility, the opportunities that exist for investors to capitalize on it and how to protect yourself financially on everything from job loss to a recession.

Welcome to the latest episode of Rise UP! — your go-to weekly market and economic recap, where the biggest financial stories meet expert analysis.

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 guests Peter Boockvar and Scott Schwartz.

Welcome to the latest episode of Rise UP! — your go-to weekly market and economic recap, where the 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, alongside special guests Peter Boockvar (CIO of Bleakley Financial Group) and Andy Schwartz (Co-Founder & Principal of Bleakley Financial Group).

Welcome to the premiere 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 Peter Boockvar, CIO of Bleakley Financial Group.