Sammy and Bob have been busy traveling to several industry conferences this fall. In this episode of Wealthy Behavior, Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, continue last month’s discussion sharing takeaways from conferences and conversations with industry leaders. While some concerns from recent months have subsided, others remain. Inflation, Treasury yields, and the risk of a recession are what most investors are focused on today. Hear Bob’s thoughts on what he’s confident in, what he’s watching for, and what concerns him the most. They also discuss:

• The difference between TIPS and I Bonds

• Why stocks and bonds have been moving in tandem with one another

• Views on indexing vs. active management, and some of the perils of indexing

Our Fall Market Outlook webinar addressed many of these topics as well as our expectations for the future. Be sure to catch the replay!

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

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