Despite unsettling headlines and ongoing market volatility, both stocks and bonds are in positive territory year-to-date—led by international markets outpacing the U.S. Markets have bounced back since April’s dip—offering investors a second chance to reassess their portfolios, consider global diversification, and revisit their risk tolerance. In this episode, Sammy and Bob break down what’s driving the markets and dive into:
- Why the growing U.S. budget deficit matters to bond investors
- The role of real assets in a diversified portfolio
- A new opportunity our team is analyzing in foreign bonds
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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 & 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.
