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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Recent Episodes
May Market Update: Bad News Is Good News
The April jobs report shows that the U.S. unemployment rate rose and wage gains slowed more than expected. Markets reacted favorably to this news. Why...
Inflation, Markets, and the Magnificent 7
Lately we’ve noticed similar themes across the questions we are getting asked most often. In this episode Heritage Financial’s CEO, Sammy Azzouz,...
April Market Update: A Resilient First Quarter
With the first three months of the year posting strong market returns, most investors are pleased with the start to 2024. Equity markets have seen a...
Global Elections; The “Swift” Expansion; Home Country Bias & More with Jeffrey Kleintop
Special guest Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab, is excited for investors in international markets. It has been...
March Market Update & A Primer on Private Equity vs. Venture Capital
Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, revisit February’s U.S. and international stock and bond market moves and discuss reasons...
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