Wealthy Behavior

Author: Heritage Financial Services

Welcome to Wealthy Behavior: Talking Money and Wealth with Heritage Financial. Were Boston Massachusetts-based wealth managers who have been helping busy, successful people pursue their financial goals for more than 25 years. Hosted by Sammy Azzouz, President and CEO of Heritage Financial, Wealthy Behavior digs into the topics, strategies, and behaviors that are key to building and protecting personal wealth and living a rich life.
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Language: en

Genres: Business, Education, How To, Investing

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Investing in Transition: Fed Leadership, Cycles & Tech Disruption
Thursday, 5 February, 2026

In this month’s Market Update, CIO Bob Weisse joins Sammy Azzouz to unpack what’s driving today’s financial markets—and what it could mean for investors going forward.Tune in as they discuss:President Trump’s nomination of Kevin Warsh as Fed ChairmanIf the economy appears strong, why are rate cuts still on the table?Where we are in the current market cycle—and how much longer markets could runUncharted territory: how sweeping technological change could reshape companies, economies, and investment opportunitiesWhy U.S. value stocks are leading the market (up ~5% YTD)A practical primer on foreign fixed income: what it is and when it may make sense in a portfolioSend your questions to wealthybehavior@heritagefinancial.net