2025 has been a strong year for investors, and the third quarter kept that momentum going. Markets are viewing things through rose-colored glasses, pricing in plenty of good news—but risks remain.

Heritage Financial’s CIO, Bob Weisse, joins CEO, Sammy Azzouz, to break down what’s fueling today’s market strength and what could challenge it. They discuss why investors shouldn’t ignore lingering risks like the ongoing government shutdown, which—if prolonged—could start to weigh on the economy.

They also explore why investors should be cautious about chasing yield in the bond market, even amid strong performance, and share insights on today’s “gold rush,” including ways to gain exposure without buying the metal itself.

Finally, as a preview of our next episode, Bob closes by sharing one of his favorite pieces of timeless investment wisdom.

Send your questions to wealthybehavior@heritagefinancial.net

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