Wealthy Behavior

Wealthy Behavior


Inflation, Markets, and the Magnificent 7

April 25, 2024

Lately we’ve noticed similar themes across the questions we are getting asked most often. In this episode Heritage Financial’s CEO, Sammy Azzouz, and CIO, Bob Weisse, address the topics and answer the questions on top of investors’ minds.


  • April’s inflation and economic data shows that inflation may be stickier than expected and rates could stay higher for longer. What does this shift in data mean for the markets?
  • The problem with the housing market and why it may not improve anytime soon. - The Magnificent 7 stocks are getting all the attention. They have performed well, they are great companies, why not just buy them?
  • A lesson in FOMO.
  • Why the cost of auto insurance is surging.


Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.


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