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.
Market Update: A Look Back, A Peek Ahead & A Cybertruck Review
Wealthy Behavior
27 minutes 53 seconds
9 months ago
Market Update: A Look Back, A Peek Ahead & A Cybertruck Review
In this first episode of the new year, Sammy and Bob recap 2024's market performance and share insights for the year ahead. Will 2025 bring strong returns, or are we heading for a correction? A wide range of outcomes are possible, so preparation is key. Bob dives into the data driving both short- and long-term outlooks, including:* Stocks vs. bonds* U.S. vs. international markets* Portfolio risk management strategies* Recent currency moves and future predictionsAnd because it seems no one can stop talking about it, Bob wraps up with his take on the Cybertruck.Tune in for insights, strategy, and a touch of tech talk as we set the stage for 2025!
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.
