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.
Increasing uncertainty, rising inflation, and slowing economic growth are causing concern among investors, leading them to take a more defensive approach—reducing risk, shifting equity exposure, and turning to fixed income. Many are asking: What’s driving the moves? And how should investors respond?In this episode, CEO Sammy Azzouz shares client questions, while CIO Bob Weisse breaks down the latest updates on U.S. and international stock and bond markets. They’ll discuss how our investment team is positioning portfolios, what data they’re watching, and what investors should—and shouldn’t—do in uncertain times. Tune in for insights to help you navigate today’s landscape.Plus, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.Have questions or topics you’d like us to cover? We’d love to hear from you! Email us at wealthybehavior@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.
