Wealthy Behavior

Investing in Transition: Fed Leadership, Cycles & Tech Disruption


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In this month’s Market Update, CIO Bob Weisse joins Sammy Azzouz to unpack what’s driving today’s financial markets—and what it could mean for investors going forward.

Tune in as they discuss:

  • President Trump’s nomination of Kevin Warsh as Fed Chairman
  • If the economy appears strong, why are rate cuts still on the table?
  • Where we are in the current market cycle—and how much longer markets could run
  • Uncharted territory: how sweeping technological change could reshape companies, economies, and investment opportunities
  • Why U.S. value stocks are leading the market (up ~5% YTD)
  • A practical primer on foreign fixed income: what it is and when it may make sense in a portfolio

Send your questions to [email protected]

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Wealthy BehaviorBy Heritage Financial Services

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