
Sign up to save your podcasts
Or
Despite ample reasons to be concerned and alarming headlines, the markets have remained resilient. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:
- Year-to-date market results and expectations
- What investors should look for when bond yields creep higher
- The latest economic data released on the labor and real estate markets
- What Bob and the investment team will be busy with this fall
- Asset allocation – How the team determines the right allocation from ~20 asset classes
- And a sneak peek into our next episode on bonds and mortgages
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!
5
5050 ratings
Despite ample reasons to be concerned and alarming headlines, the markets have remained resilient. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:
- Year-to-date market results and expectations
- What investors should look for when bond yields creep higher
- The latest economic data released on the labor and real estate markets
- What Bob and the investment team will be busy with this fall
- Asset allocation – How the team determines the right allocation from ~20 asset classes
- And a sneak peek into our next episode on bonds and mortgages
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!
3,213 Listeners
2,172 Listeners
1,789 Listeners
62 Listeners
560 Listeners
2,003 Listeners
2,047 Listeners
68 Listeners
5,914 Listeners
5,151 Listeners
8,725 Listeners
1,527 Listeners
237 Listeners
297 Listeners
868 Listeners