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Wealthy BehaviorEpisodes
Heritage Financial Services
Wealthy Behavior
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Episodes of Wealthy Behavior
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A series of weaker labor market and housing data, better than expected inflation data, and resilient corporate earnings have all contributed to May’s healthy market performance. While inflation has been sticky, signs of a slowing economy are em
Allison Schrager, economist and author of "An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk," joins Sammy to discuss how principles of risk used in finance relate to all industries, and ways to measure it, contr
The April jobs report shows that the U.S. unemployment rate rose and wage gains slowed more than expected. Markets reacted favorably to this news. Why be happy that more people are out of work and earning less? These are two signals that the st
Lately we’ve noticed similar themes across the questions we are getting asked most often. In this episode Heritage Financial’s CEO, Sammy Azzouz, and CIO, Bob Weisse, address the topics and answer the questions on top of investors’ minds.April’
With the first three months of the year posting strong market returns, most investors are pleased with the start to 2024. Equity markets have seen a broadening of market winners and in March bonds posted their first positive monthly return of t
Special guest Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, is excited for investors in international markets. It has been a bullish start to the year across global markets and we are seeing encouraging trends toward a
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
Caleb Silver, Editor in Chief at Investopedia, joins to share some practical advice on personal finance and discuss the hierarchy of financial literacy. Throughout his career as a journalist Caleb has spoken with many business leaders, authors,
In the U.S., the economy is doing well, inflation is moderating, and the S&P 500 hit a new all-time high in January. 2024 is off to a strong start. Now all eyes are focused on the Fed as they are expected to begin cutting rates this year. When
In this episode, we offer an audio replay of our 2024 Market Outlook webinar. Bob Weisse, Heritage Financial’s CIO, and Brad Long, CIO at Fiducient Advisors, discuss today's markets and economy, and share expectations for 2024 and beyond.Read m
A combination of favorable inflation reports and the Fed recognizing the good reports, paired with a more balanced labor market, led to strong fourth quarter results across markets in general.2023 was dominated by financial uncertainty surround
Special guest Lance Lambert, CEO & Co-Founder at ResiClub, a research company dedicated to in-depth tracking, reporting, and analysis of the U.S. housing market, joins this episode to discuss the state of the U.S. housing market from pre-pandem
Both stock and bond markets rallied in November, helping the typical 60/40 balanced investors experience the best month of performance since 1991. Markets surged based on growing confidence that the Fed is done raising rates and the number of p
Special guest, Bob Pisani, CNBC Senior Markets Correspondent, joins Sammy Azzouz, Heritage Financial’s President and CEO, to discuss his new book, "Shut Up & Keep Talking: Lessons on Life and Investing from the Floor of the New York Stock Excha
Sammy and Bob have been busy traveling to several industry conferences this fall. In this episode of Wealthy Behavior, Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, continue last month’s discussion sharing takeaways from conference
Special guest, Sam Ro, financial writer and the founder and editor of the finance newsletter TKer.co, joins Heritage Financial President & CEO, Sammy Azzouz, on this episode of Wealthy Behavior.Sam is a self-described optimist in the long-term
The yield curve is quickly changing shape from inverted to flat as the 10-year Treasury yield rose to a 15-year high. Bonds have a reputation for being boring, so the recent move is notable and led markets to struggle in September. Concerns ove
Mortgage-backed securities are the most interesting they have been in 10 years, according to special guest Ken Shinoda, Portfolio Manager at DoubleLine Capital and head of their mortgage-backed securities team. In this episode Ken and Wealthy B
Despite ample reasons to be concerned and alarming headlines, the markets have remained resilient. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:- Year-to-date market results and expectations- What
Special guest, Gabriela Santos, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy team joins to discuss investing in Chinese markets and takes us through what’s been happening with the Chinese economy
Despite many worries - bank failures, record high inflation, debt ceiling debates, recession watch…markets are having a very strong year. What lessons should investors take away from this year so far?We also discuss the U.S. credit rating downg
Special guest Michael Santoli, Senior Markets Commentator at CNBC, joins Sammy Azzouz, Heritage Financial’s President and CEO, for a detailed investing conversation, including what he sees in this market, the recession watch, reasons for optimi
Listen in to July's market update as Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, discuss the latest on the markets and investment universe:The future of rate hikes and the disconnect between the Fed’s view and market’s viewOur vi
Taxes – You can’t avoid them, but you can plan ahead so you have fewer surprises. Ed Jastrem, Chief Planning Officer at Heritage Financial, joins with insight to help you make the most of your tax planning strategies. Reviewing a tax return is
Our monthly market update covers what’s going on in the investment universe and markets right now. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:The Fed watch - Signals and thoughts on their next moveGreater
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