Wealthy Behavior

March Market Update: February’s Swoon


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Our monthly market update covers what’s going on in the investment universe and markets right now. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:


  • Reasons behind February’s market swoon.
  • Bob’s investment outlook – What he’s optimistic, and pessimistic, about today.
  • What causes inflation? Debt? Money supply? They debate different theories on inflation and how to get it under control.
  • An explanation of common public market investment strategies and vehicles - Pros and cons of ETFs vs. Direct Indexing vs. Mutual Funds.
  • Debt and interest rates – Guidance on what people should be doing given today’s higher cost of debt.


Email us questions, ideas, or feedback at [email protected] or visit www.heritagefinancial.net. We’d love to hear from you!


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Wealthy BehaviorBy Heritage Financial Services

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