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 wealthybehavior@heritagefinancial.net 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.

Diversification proved its worth in Q1. While U.S. markets struggled, dragged down by a tech-sector sell-off, international and fixed-income markets delivered strong returns. Heritage Financial’s CIO, Bob Weisse, breaks down the Q1 results and highlights why diversification remains crucial in today’s environment of heightened risks, policy uncertainty, and elevated U.S. equity valuations.

In this episode, we:

✅ Share some glimmers of hope

✅ Explain market momentum—why winners tend to keep winning and losers keep losing

✅ Explore how direct indexing can be a smart solution for investors with idle cash, high capital gains, or those preparing to sell a business

Join us for insights that can help you navigate today’s complex market with confidence.

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.

Erratic Policy Swirl, S&P 500 Pullback, and What Investors Might Be Missing.

Michael Santoli, Senior Markets Commentator at CNBC, joins us to break down today’s turbulent headlines. Is the U.S. experiencing a market correction, or is something bigger on the horizon? We dive into recent volatility, the S&P 500’s pullback, the “Magnificent 7” stocks rolling over, and hot topics like DOGE and Tesla. Plus, Michael highlights key market trends that aren’t getting enough attention—but should be.

With over 30 years covering Wall Street at Barron’s, Yahoo Finance, and Dow Jones Newswires, Michael Santoli brings deep market expertise, which he shares regularly on CNBC’s Business Day programming and as a featured contributor to CNBC.com and CNBC PRO.

*BONUS* How To Build Your Next Million, our free ebook, teaches investors about the tools that can help them SAVE more, GROW more, KEEP more, and PROTECT more. Get your copy today!

We’d love to hear from you! Send your questions, ideas, or feedback to wealthybehavior@heritagefinancial.net.