In this first episode of the new year, Sammy and Bob recap 2024’s market performance and share insights for the year ahead. Will 2025 bring strong returns, or are we heading for a correction? A wide range of outcomes are possible, so preparation is key. Bob dives into the data driving both short- and long-term outlooks, including:
- Stocks vs. bonds
- U.S. vs. international markets
- Portfolio risk management strategies
- Recent currency moves and future predictions
And because it seems no one can stop talking about it, Bob wraps up with his take on the Cybertruck.
Tune in for insights, strategy, and a touch of tech talk as we set the stage for 2025!
Access 2025’s How To Build Your Next Million, our educational video course and ebook. You’ll learn 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 & 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.
