Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, 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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Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
Bob Weisse, Chief Investment Officer at Heritage Financial, joins President & CEO Sammy Azzouz for a timely conversation on private markets. Together, they break down private credit and private equity, explore emerging risks across these asset classes, and share expectations for what lies ahead.The discussion then turns to our 2025 market outlook—what was forecasted, what actually unfolded, and how current market and economic conditions are shaping future expectations. Bob offers his perspective on:* What’s driving weakness in today’s labor market* Whether tariff concerns and Fed fears were overblown* Whether we’re in an AI bubble* What the data suggests for the future of international equities—and moreSend your questions to wealthybehavior@heritagefinancial.net (mailto:wealthybehavior@heritagefinancial.net)Visit us at www.heritagefinancial.net (www.heritagefinancial.net)
Wealthy Behavior
Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. We’re Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
