Preparing Your Portfolio for Volatility With Scott Schwartz

Wealthion | Oct 04 2025

On this final episode of Rise UP!, Rise Growth Partners CIO Joe Duran sits down with Kevin Grimes, CEO & CIO of Grimes & Company, and Scott Schwartz, Managing Partner at OnePoint BFG Wealth Partners, to break down the most significant forces shaping markets right now. With the government shutdown delaying critical economic data, speculation rising around the Fed’s next move, and AI growth increasingly fueled by debt, Joe, Kevin, and Scott unpack what investors should watch closely in the weeks ahead. 

 

OnePoint BFG is utilizing Wealthion as a lead generation service and provides a cash compensation to them for this service. Wealthion is not a client of OnePoint BFG. There is a conflict of interest in offering compensation since Wealthion is motivated to refer prospects/clients to OnePoint BFG by such payments.  There are no additional conflicts of interest. 

 

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