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04.14.25  |  Financial Planning, Investment Management

Unpacking Tariff-Driven Volatility

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Late last week, Grimes & Company’s Portfolio Manager and Research Director, Ben Wallace, and Todd Herman, CFP®, joined Rise UP! to discuss the dramatic shift in the current financial landscape triggered by tariff-driven volatility. Over the course of their conversation with Rise Up Managing Partner and CIO Joe Duran and Managing Partner Terri Kallsen, they discussed how uncertainty and erratic policy are shaking investor confidence, three things investors need to know amidst the volatility, how to think clearly, and much more. You can watch the full episode below, and also watch previous episodes featuring Ben and Todd, as well as CEO and Chief Investment Officer Kevin Grimes.

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, LLC (“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.

 

 

Grimes IQ – Q1 2025
By Benjamin B. Wallace, CFA

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