Wealthy Behavior

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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Second Chances, The Budget Deficit & Foreign Bonds

Posted June 5, 202500:30:18

Despite unsettling headlines and ongoing market volatility, both stocks and bonds are in positive territory year-to-date—led by international markets...

How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them

Posted May 23, 202500:47:42

Barry Ritholtz — Co-founder, Chairman, and Chief Investment Officer of Ritholtz Wealth Management, and host of the Masters in Business podcast...

Markets, GDP, Small Caps, and Buffett’s Wisdom

Posted May 8, 202500:27:56

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...

What Is Happening & Where Do We Go From Here?

Posted April 24, 202500:35:13

We usually advise against mixing politics and portfolios, but since the April 2 tariff announcement, politics—not fundamentals—have been driving...

Q1 Insights, Market Momentum & The Power of Direct Indexing

Posted April 3, 202500:32:10

Diversification proved its worth in Q1. While U.S. markets struggled, dragged down by a tech-sector sell-off, international and fixed-income markets...