Wednesday Reading List

Heritage Financial Services Chief Investment Officer, Bob Weisse, CFA, CFP®, joins me in this short webinar to share our expectations for stock and bond markets in 2022 and thoughts on less traditional investment strategies that will be important for meeting your goals over the next 12 months.


Our team’s latest looks at one of the most frequently asked questions by investors today.

Why Should Investors Hold On To Their Bonds For The Next 12-24 Months? by Heritage Financial


“The evidence is incontrovertible: the big money in investing is made not in the short-term wiggles but in the big moves, which only come with patience and time. The longer your holding period, the more time you have to compound, and the higher your prospective returns…”

Are You Investing or Merely Speculating? by Charlie Bilello


“’This is your chance to free yourself of those companies … that don’t have any revenues, don’t have any earnings, all 50 times sales,” Cramer said on “Squawk on the Street,” referring to stocks that sell at high price-to-sales ratios. “They’re all up, take advantage of it,” he added, echoing his 2022 mantra to invest in companies that churn out profits.”

Cramer urges investors to use the late-January rally to sell stocks in unprofitable companies by Krystal Hur


“There won’t be a perfect moment anytime soon—but that shouldn’t stop you if you’re ready.”

When Will Be a Good Time to Buy a House? by Joe Pinsker


The greatest football player of all-time just retired.

Tom Brady Vanquished Father Time by Danny Heifetz


Taking a look at the risks to the market from the Russia-Ukraine conflict.

Guide to Geopolitical Risk: Russia-Ukraine by Jeffrey Kleintop


Book Recommendation

Vanderbilt: The Rise and Fall of an American Dynasty by Anderson Cooper and Katherine Howe – New York Times bestselling author and journalist Anderson Cooper teams with New York Times bestselling historian and novelist Katherine Howe to chronicle the rise and fall of a legendary American dynasty—his mother’s family, the Vanderbilts.

If you read Fortune’s Children: The Fall of the House of Vanderbilt by Arthur T. Vanderbilt II you know the story and may not need to read both books, but I think this one is the stronger option if you don’t know the Vanderbilt story.