This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen and CIO Joe Duran sit down with Kevin Grimes, CEO of Grimes & Company, and Andy Schwartz, CEO of OnePoint BFG Wealth Partners, to break down the biggest market stories investors need to watch. From Powell’s warning that rate cuts aren’t guaranteed, to the surge in new home sales, to quirky but telling economic indicators, Kevin and Andy unpack what these signals mean for the economy and your portfolio. Plus, they dive into the new IRS rules for 401(k) catch-up contributions and what they mean for high earners over 50.
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.
