Shortly before the United States entered the global conflict between Israel and Iran over the weekend, the latest episode of Rise UP! delved into these geopolitical headlines and the potential market impact. Joining Terri Kallsen in this episode, Grimes & Company’s Vice President Emily Wood and Portfolio Manager and Research Director Ben Wallace offered perspective on this and many other topics, including the impending July 9th deadline for the 90-day reciprocal tariff pause happening in tandem.
Despite the conflation of events making headlines, Wallace encouraged investors to continue to take the long view. As he pointed out, following previous global events such as September 11th, the COVID pandemic, and Russia invading Ukraine, global markets stabilized and returned to previous levels within months. Building on that point, Wood offered that short-term volatility should never be a trigger for investors to get in and out of the market and act on panicked feelings, also emphasizing the need to take a long-term perspective. You can see the full conversation and watch the episode in its entirety below:
In case you missed it, you can also watch previous RISE Up! episodes featuring contributors from Grimes & Company, including:
- Signs of a Slowdown?
- Progress on the Trade Front?
- Managing Your Portfolio in Times of Volatility
- Unpacking Tariff-Driven Volatility
- Perspective on the Incoming Tariffs
- The End of the Selling Isn’t Necessarily the Time to Buy
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.
