In the U.S., the economy is doing well, inflation is moderating, and the S&P 500 hit a new all-time high in January. 2024 is off to a strong start. Now all eyes are focused on the Fed as they are expected to begin cutting rates this year. When will they begin? And how much will they cut by year-end? Investors will be listening closely hoping to glean hints into the future.
In this episode, Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, also address:
- If the economy is doing well, why stimulate the economy by cutting rates?
- When markets are at a high, does our advice to investors change?
- Asset LOcation – Where to position your assets to help reduce your tax bill.
- A brief overview of 529 plans.
- Changes to portfolio allocations the investment team has been making.
Get a head-start on your financial resolutions with our free ebook, How To Build Your Next Million, and video course! These resources highlight the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.
We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.
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.
