Wealthy Behavior

Recent Episodes

December Market Update: November’s Historic Rally

Posted December 6, 2023 • 00:25:44

Both stock and bond markets rallied in November, helping the typical 60/40 balanced investors experience the best month of performance since 1991. Markets...

Shut Up & Keep Talking with CNBC’s Bob Pisani

Posted November 15, 2023 • 00:29:12

Special guest, Bob Pisani, CNBC Senior Markets Correspondent, joins Sammy Azzouz, Heritage...

November Market Update: Three Things to Watch

Posted November 6, 2023 • 00:29:53

Sammy and Bob have been busy traveling to several industry conferences this fall. In this episode of Wealthy Behavior, Heritage Financial CEO, Sammy...

Through the Lens of An Optimist

Posted October 19, 2023 • 00:37:36

Special guest, Sam Ro, financial writer and the founder and editor of the finance newsletter TKer.co,...

October Market Update: A Yield Explosion

Posted October 6, 2023 • 00:29:16

The yield curve is quickly changing shape from inverted to flat as the 10-year Treasury yield rose to a 15-year high. Bonds have a reputation for being...