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
February Market Update: Politics and Portfolios
The markets kicked off 2023 on a positive note across both equity and fixed income. In particular, January proved to be quite a reversal for fixed income...
The Health & Wealth Connection
Health and wealth go hand-in-hand. You may have accumulated wealth, but without health you can’t achieve the goals and dreams you’ve worked and...
January Market Update: Finding Balance in 2023
In this month’s market update host and Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, provide a quick recap of the record-breaking challenging...
What’s In Your Portfolio?
According to a well-known study by Brinson et al, asset allocation is responsible for over 90% of a portfolio’s return. With the success of your financial...
December Market Update: Does The Fed See What We See?
In this month’s market update host and Heritage Financial President, Sammy Azzouz, and Heritage Financial’s CIO, Bob Weisse, discuss what’s going...
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