Michael Waldron, Heritage Financial’s Director of Portfolio Management, joins Sammy Azzouz to discuss what’s going on in the markets and investment universe today.
- What are carry trades and why they impacted global markets so dramatically in August.
- Rebalancing portfolios to capitalize on today’s stock and bond markets.
- The Feds messaging and the impact its already had on rates.
- Market performance during election years and what to pay attention to instead of which party gets elected.
- And finally, both avid readers, Michael and Sammy discuss their recent reads.
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About Wealthy Behavior: Heritage Financial Services
Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President & CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
