2025 has been a strong year for investors, and the third quarter kept that momentum going. Markets are viewing things through rose-colored glasses, pricing in plenty of good news—but risks remain.
Heritage Financial’s CIO, Bob Weisse, joins CEO, Sammy Azzouz, to break down what’s fueling today’s market strength and what could challenge it. They discuss why investors shouldn’t ignore lingering risks like the ongoing government shutdown, which—if prolonged—could start to weigh on the economy.
They also explore why investors should be cautious about chasing yield in the bond market, even amid strong performance, and share insights on today’s “gold rush,” including ways to gain exposure without buying the metal itself.
Finally, as a preview of our next episode, Bob closes by sharing one of his favorite pieces of timeless investment wisdom.
Send your questions to wealthybehavior@heritagefinancial.net
And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.
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.
