Rise UP!—your go-to weekly market and economic recap, where the week’s biggest financial stories meet expert analysis. Hosted by two of the industry’s most accomplished voices, Rise Growth Partners Terri Kallsen, CFP®, and Joe Duran, CFA, along with special guests Peter Boockvar and Scott Schwartz. This week on Rise Up! the team discusses the biggest financial stories of the week, including the latest CPI data, the potential impact of new tariffs, and the future of DEI initiatives. We also dive deep into crucial tax planning strategies for 2025, covering contribution limits, estate planning, and upcoming changes you need to know. Plus, we look ahead at the three big stories to watch in the coming week. Chapter Markers: 0:00 - Intro & Market Overview: Terri, Joe, Scott, and Peter kick off the show with a look at the week's market performance and the impact of the latest CPI data. The discussion touches on the surprising persistence of inflation and its effect on consumer spending. 4:01 - Inflation & Consumer Impact: The conversation shifts to the real-world impact of inflation, with a focus on rising prices for everyday goods and services. Experts discuss how individuals and financial planners are adapting to the current economic environment. 8:30 - The Mag Seven & Market Diversification: The panel analyzes the performance of the "Mag Seven" tech stocks and the importance of diversification beyond these dominant companies. They explore alternative investment strategies and the potential for other sectors to outperform. 15:29 - DEI in Corporate America: The discussion turns to the evolving landscape of Diversity, Equity, and Inclusion (DEI) initiatives in corporate America. Experts examine the recent pullback by some companies and the legal challenges surrounding DEI programs. 19:49 - Tax Planning for 2025: The focus shifts to crucial tax planning strategies for 2025, including increased contribution limits for retirement accounts, potential changes to estate and gift tax exemptions, and the IRS's Direct File program. The panel offers advice on how to prepare for potential tax law changes and maximize tax savings. 30:36 - Three Big Stories to Watch: The episode concludes with a preview of the three major financial stories to watch in the coming week, including housing data, Fed minutes, and initial jobless claims. Experts share their insights on what these indicators could mean for the market and the economy. Meet the Hosts: - Terri Kallsen, CFP®, former head of Schwab Investor Services, Chair of the CFP Board, and Managing Partner at Rise Growth Partners. - Joe Duran, CFA, serial entrepreneur, Goldman Sachs alum, and founder of Rise Growth Partners, one of the largest RIAs in the U.S. Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Markets #Economy #StockMarket #FinancialPlanning #MarketRecap #InvestmentTips #PersonalFinance #EconomicInsights #MoneyManagement #FedPolicy #MarketTrends ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.