August 22, 2025

Government in Markets & Buffett in Healthcare: What Should You Own? | Rise UP!

36 minutes

Is there a bubble in markets driven by AI, and should you be concerned? This week on Rise UP!, Rise Growth Managing Partner Terri Kallsen sits down with Grimes & Company CEO/CIO Kevin Grimes and Financial Advisor Christopher Deeley to unpack the biggest stories moving markets ahead of Fed Chair Jay Powell’s highly anticipated Jackson Hole address. From the U.S. government weighing a stake in Intel, to Warren Buffett’s bold $5M UnitedHealthcare buy, to the sweeping new flexibility in 529 education savings plans, Kevin and Chris break down what these developments mean for investors and portfolios in today’s volatile market.

Get Chris and 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:

1:49 - What’s Going on with Intel?

6:46 - The Warren Buffett Effect and the Healthcare Sector

12:16 - 529 Plan Changes and the Expansion of Qualified Education Expenses

15:48 - How to Invest When Concerned About a Market Bubble

18:57 - What Other Options Are Out There Aside from the Mag7?

24:27 - What Are Some Good Long-Term Investments for High Risk Tolerance?

30:08 - Jay Powell’s Jackson Hole Address - Any Surprises to Come?

31:35 - Consumer Confidence and GDP Revisions Next Week

32:29 - What to Watch For: PCE Reading

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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.

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