The markets kicked off 2023 on a positive note across both equity and fixed income. In particular, January proved to be quite a reversal for fixed income markets given that 2022 was the worst year ever for bonds. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse catch you up on a record number of topics including:

• Did the market bottom out in October? Is the market getting ahead of itself? 
• Why the rebound in international performance, and China in particular? 
• Reinvestment rate risk - what it is, why it’s increasing, and what to do about it 
• What the Fed is juggling now 
• The debt ceiling distraction
• An update on private investments and real estate markets
• With the big game Sunday, it’s time for computing statistics and probabilities. We breakdown one of the latest about the markets in 2023. 

And, we answer a listener question, “Why would you, or wouldn’t you, target a high dividend strategy in your portfolio?”

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