Despite many worries - bank failures, record high inflation, debt ceiling debates, recession watch…markets are having a very strong year. What lessons should investors take away from this year so far?

We also discuss the U.S. credit rating downgrade, the difference in performance between value and growth stocks, and what caught our eye in July:

• Oil prices jumped
• Record global oil consumption
• Housing prices accelerated

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

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