The yield curve is quickly changing shape from inverted to flat as the 10-year Treasury yield rose to a 15-year high. Bonds have a reputation for being boring, so the recent move is notable and led markets to struggle in September. Concerns over stubborn inflation, the elevated price of oil, and supply and demand in the bond market remain. In this episode of Wealthy Behavior, Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss what these moves in the stock and bond markets signal to investors and what they should be doing in light of them.

Also, Fall is a popular time for industry conferences. Bob shares insights from a conference he recently attended where David Booth, Dimensional Fund Advisors Co-Founder & Chairperson, shared his 6 Principles of Investing:

1. Uncertainty Creates Opportunity
2. Power of Compounding
3. Planning Over Prediction
4. Control What You Can Control
5. Value of Flexibility
6. Tune Out the Noise

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

*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!