Diversification & Market Insights with Scott Schwartz & Alexis Miller

Wealthion | Aug 01 2025
1 min read

As markets slumped, tariffs increased, and disappointing unemployment numbers landed, the Rise UP! Team asks, should you be worried? Rise Growth Managing Partner Joe Duran is joined by OnePoint BFG Wealth Partners, Managing Partner Scott Schwartz, and Director of Investment Research Alexis Miller to break down what happened in markets this week and what smart investors are doing right now to stay ahead. They discuss why diversification is finally beating Big Tech, how rebalancing helped them nearly bottom-tick the April dip, and what they’re doing now as markets are still too high and risks keep rising. Plus, why healthcare stocks remain compelling, and how tariffs may quietly squeeze earnings or impact consumer wallets.

 

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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