Wealthy Behavior

Wealthy Behavior


July Market Update: The End Is Near

June 30, 2023

Listen in to July's market update as Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, discuss the latest on the markets and investment universe:


  • The future of rate hikes and the disconnect between the Fed’s view and market’s view
  • Our views on the recent boom of AI focused companies
  • Based on one common definition we are in a bull market. Are we?
  • The opportunity we see overseas


And finally, take some time to sit back, relax and read some of our book recommendations this summer.


We’d love to hear from you! Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net.


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