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Heritage Financial
United States
เข้าร่วมเมื่อ 26 ก.พ. 2020
Heritage Financial Services works with people who are serious about their money by building smart cost-effective portfolios paired with detailed financial planning. For over 25 years, we have worked as a team to build lifetime relationships with our clients and collaborated with their other trusted advisors to help simplify, organize and instill confidence in their often-complex financial lives.
Please visit our website www.heritagefinancial.net for disclaimers and award recognition criteria.
Please visit our website www.heritagefinancial.net for disclaimers and award recognition criteria.
Market Update: A Look Back, A Peek Ahead & A Cybertruck Review
In this first episode of the new year, Sammy and Bob recap 2024's market performance and share insights for the year ahead. Will 2025 bring strong returns, or are we heading for a correction? A wide range of outcomes are possible, so preparation is key. Bob dives into the data driving both short- and long-term outlooks, including:
• Stocks vs. bonds
• U.S. vs. international markets
• Portfolio risk management strategies
• Recent currency moves and future predictions
And because it seems no one can stop talking about it, Bob wraps up with his take on the Cybertruck.
Tune in for insights, strategy, and a touch of tech talk as we set the stage for 2025!
• Stocks vs. bonds
• U.S. vs. international markets
• Portfolio risk management strategies
• Recent currency moves and future predictions
And because it seems no one can stop talking about it, Bob wraps up with his take on the Cybertruck.
Tune in for insights, strategy, and a touch of tech talk as we set the stage for 2025!
มุมมอง: 15
วีดีโอ
6 Favorite Investment Lessons Shared This Year
มุมมอง 7หลายเดือนก่อน
In this special episode of Wealthy Behavior, we are wrapping up a great year of amazing guests, excellent listener questions, and delivering insight to listeners by highlighting 6 enduring, valuable investment strategies and lessons from our 2024 episodes: The building blocks of financial literacy, the importance of investing internationally, the truth about dollar-cost averaging, a primer on p...
Politics, Portfolios, and Predictions
มุมมอง 9หลายเดือนก่อน
Sammy and Bob discuss the market’s reaction to the election results and what might lie ahead. Taxes, tariffs, and immigration lead the new administration’s agenda, and related announcements are already moving markets. With the Republican sweep, there is potential for significant changes happening under Trump’s administration compared to a divided government. Given the wide range of outcomes, we...
How to Recreate Your Paycheck in Retirement-Webinar Replay
มุมมอง 1082 หลายเดือนก่อน
Retirement can be exciting for many reasons. Losing your paycheck isn’t one of them. For some, this single change causes enough stress and anxiety to derail this exciting chapter in your life. While retirement is, by definition, the end of full-time work and the pay that comes with it, it doesn’t have to be the end of a steady stream of available funds. Join Sammy Azzouz, CEO of Heritage Financ...
Impacts of the Election on the Markets & Ecoonomy
มุมมอง 142 หลายเดือนก่อน
Join Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, as they discuss Tuesday’s election results and the potential market and economic impact of the policies President-Elect Donald Trump discussed on the campaign trail. Stock markets responded positively to the potential for new tax cuts, extension of the Tax Cuts and Jobs Act, and deregulation, which could benefit economic growth. ...
Impacts of the Election on the Markets & Economy
มุมมอง 132 หลายเดือนก่อน
Join Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, as they discuss Tuesday’s election results and the potential market and economic impact of the policies President-Elect Donald Trump discussed on the campaign trail. Stock markets responded positively to the potential for new tax cuts, extension of the Tax Cuts and Jobs Act, and deregulation, which could benefit economic growth. ...
3 Financial Challenges Women Face & How to Overcome Them
มุมมอง 112 หลายเดือนก่อน
Women face unique challenges and setbacks compared to men when it comes to finances. From longer life expectancies, to earning less, and greater caregiving responsibilities, on this episode Kenzie Ferris, CFP, CLTC, AWMA and Wealth Manager at Heritage Financial, shares some common financial challenges faced by women and ways to get ahead of them. Would you rather avoid this conversation? You ar...
Real Deal Economy Q3 2024
มุมมอง 623 หลายเดือนก่อน
In our Real Deal Economy quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs into the most recent economic news making headlines and breaks down which data points matter for your investments, and which ones are noise that you can largely ignore. Tune in as Michael summarizes the recent data, portfolio allocations, our expectations for equity and b...
Market Update: China, U.S. Consumers & Allocations
มุมมอง 73 หลายเดือนก่อน
With only a quarter left to go, investors are pleased with 2024’s stock and bond markets thus far. Heritage Financial’s Chief Investment Officer, Bob Weisse, joins CEO, Sammy Azzouz, to discuss recent performance and: • David Tepper’s call to “buy everything related to China” • The health of the US consumer • Bonds are no longer ugly-get your bond allocation right • What to look for when invest...
Fall Market Outlook Webinar - 2024
มุมมอง 813 หลายเดือนก่อน
Watch Heritage Financial's Fall Market Outlook webinar to hear an update on recent market events, the economy, what to watch for, and future expectations for stock and bond markets. Presented by Heritage Financial Chief Investment Officer, Bob Weisse, CFA, CFP®, and Director of Portfolio Management, Michael Waldron CFA, CFP®. Visit www.heritagefinancial.net
How to Retire Successfully: There’s More to it Than Money
มุมมอง 253 หลายเดือนก่อน
We are honored to welcome Christine Benz, author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (www.amazon.com/How-Retire-lessons-successful-retirement/dp/1804090697) and director of personal finance and retirement planning at Morningstar, to our podcast. Whether you are planning for retirement or already retired, you’ll gain insight on how to find success in reti...
Market Update: Carry Trades, Rebalancing & The Fed
มุมมอง 63 หลายเดือนก่อน
Michael Waldron, Heritage Financial’s Director of Portfolio Management, joins Sammy Azzouz to discuss what’s going on in the markets and investment universe today. • What are carry trades and why they impacted global markets so dramatically in August. • Rebalancing portfolios to capitalize on today’s stock and bond markets. • The Feds messaging and the impact its already had on rates. • Market ...
How to Cut Through the Noise
มุมมอง 274 หลายเดือนก่อน
Special guest, Sam Ro, financial writer and founder of the finance newsletter TKer (www.tker.co/) , joins to help investors of all experience levels cut through today’s noisy headlines and make sense of what’s really happening in today’s markets and economy. Though economic indicators are starting to cool, the economy and consumer spending are still strong and signs are pointing toward future g...
Rates, Rotations & Recession Risks
มุมมอง 65 หลายเดือนก่อน
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 ma...
In This Economy? How Money & Markets Really Work
มุมมอง 155 หลายเดือนก่อน
Kyla Scanlon (x.com/kylascan) , writer, podcaster, and the author of the book In This Economy? How Money & Markets Really Work, believes that human behavior is the ultimate driver of the economy, and that misinformation is driving people to make poor decisions. Kyla joins this episode to discuss her book, thoughts on today’s economy, and the importance of financial education, which she has a gr...
Dollar Cost Averaging vs Lump Sum Investing
มุมมอง 926 หลายเดือนก่อน
Dollar Cost Averaging vs Lump Sum Investing
July Market Update: Escalator Up, Elevator Down
มุมมอง 126 หลายเดือนก่อน
July Market Update: Escalator Up, Elevator Down
Wealthy Behavior Podcast: Escalator Up, Elevator Down
มุมมอง 256 หลายเดือนก่อน
Wealthy Behavior Podcast: Escalator Up, Elevator Down
Wealthy Behavior Podcast: Signs of a Slowdown
มุมมอง 177 หลายเดือนก่อน
Wealthy Behavior Podcast: Signs of a Slowdown
Wealthy Behavior Podcast: Planning For The Tax Cut Sunset
มุมมอง 187 หลายเดือนก่อน
Wealthy Behavior Podcast: Planning For The Tax Cut Sunset
June Market Update: Signs of a Slowdown
มุมมอง 117 หลายเดือนก่อน
June Market Update: Signs of a Slowdown
Wealthy Behavior Podcast - Lessons in Risk: From Brothels to Retirement
มุมมอง 327 หลายเดือนก่อน
Wealthy Behavior Podcast - Lessons in Risk: From Brothels to Retirement
Wealthy Behavior Podcast: Bad News Is Good News
มุมมอง 158 หลายเดือนก่อน
Wealthy Behavior Podcast: Bad News Is Good News
Wealthy Behavior Podcast: Inflation, Markets, and the Magnificent 7
มุมมอง 18 หลายเดือนก่อน
Wealthy Behavior Podcast: Inflation, Markets, and the Magnificent 7
Wealthy Behavior Podcast: A Resilient First Quarter
มุมมอง 89 หลายเดือนก่อน
Wealthy Behavior Podcast: A Resilient First Quarter
Global Elections; The “Swift” Expansion; Home Country Bias & More with Jeffrey Kleintop
มุมมอง 2510 หลายเดือนก่อน
Global Elections; The “Swift” Expansion; Home Country Bias & More with Jeffrey Kleintop
Wealthy Behavior Podcast: March Market Update & A Primer on Private Equity vs. Venture Capital
มุมมอง 1410 หลายเดือนก่อน
Wealthy Behavior Podcast: March Market Update & A Primer on Private Equity vs. Venture Capital
Wealthy Behavior Podcast: Get Smart, Stay Smart with Caleb Silver
มุมมอง 4211 หลายเดือนก่อน
Wealthy Behavior Podcast: Get Smart, Stay Smart with Caleb Silver
Outstanding group! They listen,they talk in plain language and they truly care.
My wife and I have been very happy clients of Heritage Financial for 14 years, and Heritage is now also working with our adult children. They have made a positive and lasting impact on our financial well being. Most importantly, they help give us peace of mind when it comes to our investment portfolio.
Love to see it keep the content up👍🏼