Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. 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 and 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.
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Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. 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 and 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.
Full valuations, index concentration and the potential for a resurgence of inflation have set the stage for a fragile market environment. Can prices rise further from here? Absolutely. Yet the possibility of setbacks is equally real, underscoring the importance of durability in 2025. In this episode, we spotlight an audio replay of our 2025 Market Outlook webinar titled Bridging the Divide. Bob Weisse, Heritage Financial’s CIO, and Brad Long, CIO at Fiducient Advisors, discuss today's markets and economy, and share expectations for 2025 and beyond.Read more detail in our written 2025 Market Outlook: Bridging the Divide (https://heritagefinancial.net/2025-market-outlook-bridging-the-divide/).Get a head-start on your financial resolutions with our new video course (https://go.heritagefinancial.net/video-course) and our ebook, How To Build Your Next Million (https://go.heritagefinancial.net/ebook-landing-page-1)! These resources highlight the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net (mailto:wealthybehavior@heritagefinancial.net).
Wealthy Behavior
Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. 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 and 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.
