Wealthy Behavior

Market Update: Carry Trades, Rebalancing & The Fed


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Michael Waldron, Heritage Financial’s Director of Portfolio Management, joins Sammy Azzouz to discuss what’s going on in the markets and investment universe today.


  • What are carry trades and why they impacted global markets so dramatically in August.
  • Rebalancing portfolios to capitalize on today’s stock and bond markets.
  • The Feds messaging and the impact its already had on rates.
  • Market performance during election years and what to pay attention to instead of which party gets elected.
  • And finally, both avid readers, Michael and Sammy discuss their recent reads.

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Wealthy BehaviorBy Heritage Financial Services

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