Description

Our monthly market update covers what’s going on in the investment universe and markets right now. In this episode Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse discuss:

• Reasons behind February’s market swoon.
• Bob’s investment outlook – What he’s optimistic, and pessimistic, about today.
• What causes inflation? Debt? Money supply? They debate different theories on inflation and how to get it under control.
• An explanation of common public market investment strategies and vehicles - Pros and cons of ETFs vs. Direct Indexing vs. Mutual Funds.
• Debt and interest rates – Guidance on what people should be doing given today’s higher cost of debt.

Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net or visit www.heritagefinancial.net. We’d love to hear from you!

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