Bob Weisse, Chief Investment Officer at Heritage Financial, joins President & CEO Sammy Azzouz for a timely conversation on private markets. Together, they break down private credit and private equity, explore emerging risks across these asset classes, and share expectations for what lies ahead.
The discussion then turns to our 2025 market outlook—what was forecasted, what actually unfolded, and how current market and economic conditions are shaping future expectations. Bob offers his perspective on:
- What’s driving weakness in today’s labor market
- Whether tariff concerns and Fed fears were overblown
- Whether we’re in an AI bubble
- What the data suggests for the future of international equities—and more
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.
