Episode 28

May Market Update: A Game Of Wait & See

May Market Update (1)

The economy remains strong, inflation numbers are coming down, and the jobs market remains healthy. The markets are handling things well, so far, this year. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:

  • How long can these rate hikes hang on? The Fed and markets have different views.
  • What’s the cumulative and lag effect of rate hikes?
  • The banking crisis: Should investors be worried? What is the biggest risk for banks?
  • What’s the difference between the S&P 500 and DJIA? Which one should investors be watching to get a feel for how the US market is doing?

And we answer a listener question, “Should I be worried about the debt ceiling?”

We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.

*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!

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 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.

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