Wealthy Behavior

Markets, GDP, Small Caps, and Buffett’s Wisdom


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Bob Weisse, CIO of Heritage Financial, joins Sammy Azzouz to break down the latest market trends and what investors need to know. While markets have shown improvement in recent weeks, signs of weakness remain, raising concerns about a potential recession.


Bob discusses the factors behind the Q1 GDP contraction and what it could signal for the broader economy. He also offers insights on how investors can navigate uncertainty and volatility, including an explanation of the difference between fundamental and technical price movements.


In addition, Bob shares his perspective on the small-cap market and, in light of Warren Buffett’s announcement that he will step down as CEO of Berkshire Hathaway, reflects on timeless investment lessons from one of history’s most influential investors.


Send questions to [email protected] and don’t forget to rate the show!


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.

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Wealthy BehaviorBy Heritage Financial Services

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