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04.28.25  |  Financial Planning, Investment Management

Managing Your Portfolio in Times of Volatility

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Offering perspective on recent market volatility, Grimes & Company’s CEO and Chief Investment Officer, Kevin Grimes, and Chris Deeley, CFP, joined the latest episode of Rise UP!, hosted by Terri Kallsen. In addition to discussing how there is money to be made in a volatile market, Grimes and Deeley also touched on investing in gold and bitcoin, managing your portfolio in times of volatility, and how to manage it for life and retirement. Watch the episode in its entirety below:

You can also watch previous RISE Up! episodes featuring contributors from Grimes & Company, including:

Important Disclosures:

This presentation is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Grimes & Company Wealth Management, LLC (d/b/a Grimes & Company) (“Grimes) or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Grimes’ investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Grimes is engaged, or continues to be engaged, to provide investment advisory services. Grimes is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services. Copies of Grimes’ current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.grimesco.com.

 

 

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