Wealthy Behavior

Recent Episodes

A Primer on Mortgage-Backed Securities

Posted September 21, 2023 • 00:42:44

Mortgage-backed securities are the most interesting they have been in 10 years, according to special guest Ken Shinoda, Portfolio Manager at DoubleLine...

September Market Update: A Look Back & A Look Ahead

Posted September 7, 2023 • 00:34:59

Despite ample reasons to be concerned and alarming headlines, the markets have remained resilient. In this episode Heritage Financial CEO, Sammy Azzouz,...

Investing in China

Posted August 17, 2023 • 00:36:32

Special guest, Gabriela Santos, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy team joins to discuss investing...

August Market Update: What Caught Our Eye In July

Posted August 4, 2023 • 00:33:15

Despite many worries - bank failures, record high inflation, debt ceiling debates, recession watch…markets are having a very strong year. What lessons...

The Beat on the Street with CNBC’s Michael Santoli

Posted July 24, 2023 • 00:57:56

Special guest Michael Santoli, Senior Markets Commentator at CNBC, joins Sammy Azzouz, Heritage Financial’s President and CEO, for a detailed investing...