Description

Michael Waldron, Heritage Financial’s Director of Portfolio Management, joins Sammy Azzouz to discuss what’s going on in the markets and investment universe today.

• What are carry trades and why they impacted global markets so dramatically in August.
• Rebalancing portfolios to capitalize on today’s stock and bond markets.
• The Feds messaging and the impact its already had on rates.
• Market performance during election years and what to pay attention to instead of which party gets elected.
• And finally, both avid readers, Michael and Sammy discuss their recent reads.

Take your wealth to the next level with How To Build Your Next Million, our educational video course and ebook. You’ll learn the financial tools and strategies that will help you SAVE more, KEEP more of what you earn, GROW your portfolio, and PROTECT your nest egg to enhance your overall wealth.

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