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.
Q1 Insights, Market Momentum & The Power of Direct Indexing
Wealthy Behavior
32 minutes 10 seconds
7 months ago
Q1 Insights, Market Momentum & The Power of Direct Indexing
Diversification proved its worth in Q1. While U.S. markets struggled, dragged down by a tech-sector sell-off, international and fixed-income markets delivered strong returns. Heritage Financial’s CIO, Bob Weisse, breaks down the Q1 results and highlights why diversification remains crucial in today’s environment of heightened risks, policy uncertainty, and elevated U.S. equity valuations.In this episode, we:✅ Share some glimmers of hope✅ Explain market momentum—why winners tend to keep winning and losers keep losing✅ Explore how direct indexing can be a smart solution for investors with idle cash, high capital gains, or those preparing to sell a businessJoin us for insights that can help you navigate today’s complex market with confidence.Plus, 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.Have questions or topics you’d like us to cover? We’d love to hear from you! Email us at 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.
