Markets continued their upward trend in June, reflecting investor resilience despite ongoing global uncertainty.

In this episode, Bob Weisse, Heritage Financial's CIO, joins Sammy Azzouz, CEO, to explore what’s driving strong market performance, offering historical context and some investment opportunities.

He also discusses how the investment landscape has evolved—many products once reserved for institutions, such as interval funds, are now more accessible to individual investors.

Bob shares his framework for evaluating alternative investments, often called the “third pillar” of investing. But is diversification alone enough to justify their place in a portfolio? He breaks down the wide range of strategies, fee structures, and market exposures to consider.

Plus, we answer a listener question: Why aren’t we investing in gold right now?

• Send your questions to [email protected],
• Visit us at www.heritagefinancial.net.
• And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.