On a day where the S&P hit a new high and the “Big, Beautiful Bill” got passed, Rise UP host Terri Kallsen and Co-Host Joe Duran — Managing Partners at Rise Up Growth Partners — are joined by Grimes & Co. CEO and CIO Kevin Grimes for an in-depth look at the markets and what the bill means for your portfolio and wealth management. And everyone is affected. Plus, why Joe thinks we’re now in a long-term “buy the dips market” to discussions on the upside of the down dollar and the sectors the new trade deal with Vietnam affects, and much more!
Get Kevin’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion.com/free and select Grimes & Company on the form.
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Chapters
3:38 S&P Record, Jobs & the Golden Cross
5:25 We’re in a Buy the Dips Environment
8:11 Dollar Off to Worst Start in 52 Years
9:11 The Upside and Downside of a Down Dollar
14:30 July 9th Tariff Deadline and What Sectors Benefit from Vietnam Trade Deal
18:33 The Market is Pricing in Tariff Success and the Sectors That are at Risk if Deals Don’t Get Done
22:20 When Good News is Bad News
25:14 The Big, Beautiful Domestic Policy Bill Will Affect You
27:00 Managing Your Investments and Wealth Planning with the Big, Beautiful Bill
33:35 Fixed Income at Risk with New Policy Adding Debt?
35:50 Healthcare Sector at Risk with New Policy?
37:50 What to Watch Next Week
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