September Market Update: A Look Back & A Look Ahead
In the September investment edition of the Wealthy Behavior podcast, I talk once again to Heritage's Chief Investment Officer, Bob Weisse, about the markets, economy, ...
Investing Articles
Rising Interest Rates
Interest rates are rising. The 10-year Treasury yield recently hit 4.34%, its highest level since 2011 and a sharp increase from June. The Fed doesn’t ...
Investing in China
In the latest edition of the Wealthy Behavior podcast, I spoke with Gabriela Santos, Global Market Strategist on the J.P. Morgan Asset Management Global Market ...
I’m Only Happy When It Rains
What can make a market optimist less optimistic? When the sun’s out, and everyone’s singing a happy tune. And while we're not there yet, the ...
August Market Update: What Caught Our Eye In July
In the August investment edition of the Wealthy Behavior podcast, I talk once again to Heritage's Chief Investment Officer, Bob Weisse, about the markets, economy, ...
Fleeting opportunities: Two Things to do in Your Portfolio Now
What was is not what will be. Stock and bond investment opportunities have changed. Short-Term Needs – your money market and short-term bonds won't yield ...
Talking Markets with CNBC’s Michael Santoli
In the latest episode of the Wealthy Behavior podcast, I talk markets, the economy, how investors should use the information they hear on CNBC and ...
The Market Isn’t Fighting the Fed
Don’t Fight the Fed. It’s an investing mantra I’ve written about before. And in this market environment where the Fed has raised rates a lot ...
Are We In a New Bull Market?
On June 8th, the S&P 500 closed at 4,293.93 - more than 20% from its October 12, 2022 low leading to a market commentary avalanche ...
June Market Update: Resiliency Remains
The debt ceiling distraction is behind us for a couple of years, so investors can resume focusing on their most recent obsessions: the Fed, inflation, ...