Despite ample reasons to be concerned and alarming headlines, the markets have remained resilient. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:

-      Year-to-date market results and expectations

-      What investors should look for when bond yields creep higher

-      The latest economic data released on the labor and real estate markets

-      What Bob and the investment team will be busy with this fall

-      Asset allocation – How the team determines the right allocation from ~20 asset classes

-      And a sneak peek into our next episode on bonds and mortgages

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

*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!