Wealthy Behavior

Resilient Markets, Uncertain Times & Diversifying Beyond the U.S.


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The ongoing U.S. government shutdown has officially become the longest in history, creating new uncertainties and economic pressure points. Yet, markets have remained surprisingly resilient. In this episode, Chief Investment Officer Bob Weisse joins to discuss:


  • What true diversification looks like when global indices remain heavily weighted toward U.S. companies.
  • Key insights from J.P. Morgan’s Capital Market Forecast, including Bob’s perspective on its findings and projections.
  • Highlights from Heritage Financial’s recent Market Outlook webinar, covering the Fed’s latest moves, inflation trends, the weakening dollar, and more.


Send your questions to [email protected]


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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