Real Deal Economy Q2 2024

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.
In less than ten minutes Michael summarizes the recent data, portfolio allocations, our expectations for equity and bond markets, and how we are strategically positioning portfolios for the future.
The latest on interest rates and inflation
Why we are watching the residential mortgage market closely
Market expectations when the Fed begins cutting rates
Why a diversified fixed income portfolio is imperative, especially now
How presidential elections have historically impacted the markets
Stay on top of the latest news that affects your wealth at www.heritagefinancial.net.