In this month’s Market Update, CIO Bob Weisse joins Sammy Azzouz to unpack what’s driving today’s financial markets—and what it could mean for investors going forward.
Tune in as they discuss:
- President Trump’s nomination of Kevin Warsh as Fed Chairman
- If the economy appears strong, why are rate cuts still on the table?
- Where we are in the current market cycle—and how much longer markets could run
- Uncharted territory: how sweeping technological change could reshape companies, economies, and investment opportunities
- Why U.S. value stocks are leading the market (up ~5% YTD)
- A practical primer on foreign fixed income: what it is and when it may make sense in a portfolio
Send your questions to 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 & 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.
