Wealthy Behavior

Inflation, Markets, and the Magnificent 7


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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.


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Wealthy BehaviorBy Heritage Financial Services

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