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. Plus:
* Why markets seem to shrug off shutdowns—until they don’t
* The risk of late-stage FOMO driving investors into overvalued sectors
* Parallels between today’s AI build-out and the dot-com bubble of the late 1990s
* How much debt is too much—for both AI firms and the U.S. government
* What households should do to ensure their portfolios are resilient if volatility picks up
Get Kevin’s and Scott’s great insights one-on-one with a free review of your portfolio. Go to https://www.wealthion1dev.wpenginepowered.com/free and select OnePoint BFG Wealth Partners or Grimes & Company on the form.