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.
Bob Weisse, CIO of Heritage Financial, joins Sammy Azzouz to break down the latest market trends and what investors need to know. While markets have shown improvement in recent weeks, signs of weakness remain, raising concerns about a potential recession.Bob discusses the factors behind the Q1 GDP contraction and what it could signal for the broader economy. He also offers insights on how investors can navigate uncertainty and volatility, including an explanation of the difference between fundamental and technical price movements.In addition, Bob shares his perspective on the small-cap market and, in light of Warren Buffett’s announcement that he will step down as CEO of Berkshire Hathaway, reflects on timeless investment lessons from one of history’s most influential investors.Send questions to wealthybehavior@heritagefinancial.net and don’t forget to rate the show!And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.
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.
