Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, revisit February’s U.S. and international stock and bond market moves and discuss reasons behind year-to-date performance. The Fed has gotten better at their job, they have history on their side, and they’ve learned their tools have a delayed effect on the economy. Bob shares historical research on Fed rate hiking cycles and performance of the S&P 500 following final rate hikes through rate cuts. While markets expect the Fed to begin cutting rates this year, we must consider the motive and ramifications of doing so, so we can prepare for future market impacts.
At Heritage Financial, we have been investing in private equity for over 15 years as we believe the asset class can add value to investors’ portfolios. Bob and Sammy dive into the differences between private equity and venture capital that investors should know, what we look for when investing, risks, fees, performance, management, and what Bob sees on the horizon.
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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.
