Wealthy Behavior

What Is Happening & Where Do We Go From Here?


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We usually advise against mixing politics and portfolios, but since the April 2 tariff announcement, politics—not fundamentals—have been driving the markets. Sammy Azzouz sits back down with Heritage Financial’s CIO, Bob Weisse, to unpack what’s happened since “Liberation Day” and answer some FAQs about the state of the investment universe today. If you’re wondering what just happened to your portfolio—and what could come next—tune in!


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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