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.
Second Chances, The Budget Deficit & Foreign Bonds
Wealthy Behavior
30 minutes 18 seconds
5 months ago
Second Chances, The Budget Deficit & Foreign Bonds
Despite unsettling headlines and ongoing market volatility, both stocks and bonds are in positive territory year-to-date—led by international markets outpacing the U.S. Since April’s dip, markets have rebounded, giving investors a second chance to reassess their portfolios, consider global diversification, and revisit their risk tolerance. In this episode, Sammy and Bob break down what’s driving the markets and dive into:* Why the growing U.S. budget deficit matters to bond investors* The role of real assets in a diversified portfolio* A new opportunity our team is analyzing in foreign bondsSend your questions to wealthybehavior@heritagefinancial.netAnd, 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.
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.
