• Is Your Portfolio Ready for 2025?

  • Feb 6 2025
  • Duración: 25 m
  • Podcast

Is Your Portfolio Ready for 2025?

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  • Resumen

  • Markets started strong in 2025, but uncertainty and volatility loom. How should investors respond?

    In this episode, Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, break down what’s happening in the markets and how to make smarter investment decisions in today’s environment, including:

    • The latest on Fed policy and what it means for your portfolio
    • Fixed income investing—why it matters, the risks, and how to invest in different sectors
    • The danger of chasing recent winners and how to avoid common mistakes
    • Behavioral finance basics that every investor should know

    Plus, 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.

    Have questions or topics you’d like us to cover? We’d love to hear from you! Email us at wealthybehavior@heritagefinancial.net.
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