The Real Deal Economy Q4 2023

In our “Real Deal Economy” quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs into the most recent economic news making headlines and breaks down which data points matter for your investments, and which ones are noise that you can largely ignore.

Breaking the headlines and data down to the real deal is important for investors because all too often the message the data is sending is in contrast to what investors should be doing in their portfolio. In less than ten minutes Michael summarizes the recent data, how we handled portfolio asset allocations, our expectations for equity and bond markets in 2024, and how we are strategically positioning portfolios for the future.

Subscribe and listen to our Wealthy Behavior podcast for even more timely market and economic insight!

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