Wealthy Behavior

Rates, Rotations & Recession Risks


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The weaker than expected CPI report released early in the month bolstered investor confidence for rate cuts in September. This favorable data combined with slowing economic growth and higher unemployment, led to a sharp drop in yields and a big rotation trade among stock market performers. In fact, small cap stocks experienced their largest single day of outperformance in over 40 years. With markets adjusting to recent data and recession fears increasing, markets are becoming more volatile.


Tune in to hear our CEO, Sammy Azzouz, and CIO, Bob Weisse, discuss recent market moves, what they mean for investors, and answer a listener question – Do you really need to update your allocation to be more conservative as you get older?


Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.


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

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Wealthy BehaviorBy Heritage Financial Services

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