Listen in to July’s market update as Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, discuss the latest on the markets and investment universe:
- The future of rate hikes and the disconnect between the Fed’s view and the market’s view
- Our views on the recent boom of AI-focused companies
- Based on one common definition we are in a bull market. Are we?
- The opportunity we see overseas
And finally, take some time to sit back, relax and read some of our book recommendations this summer.
We’d love to hear from you! Email us questions, ideas, or feedback at firstname.lastname@example.org.
*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.