Wealthy Behavior Podcast: March Market Update & A Primer on Private Equity vs. Venture Capital

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Heritage Financial’s CIO, Bob Weisse, and CEO, Sammy Azzouz, revisit February’s U.S. and international stock and bond market moves and discuss reasons behind year-to-date performance. The Fed has gotten better at their job, they have history on their side, and they’ve learned their tools have a delayed effect on the economy. Bob shares historical research on Fed rate hiking cycles and performance of the S&P 500 following final rate hikes through rate cuts. While markets expect the Fed to begin cutting rates this year, we must consider the motive and ramifications of doing so, so we can prepare for future market impacts.

At Heritage Financial, we have been investing in private equity for over 15 years as we believe the asset class can add value to investors’ portfolios. Bob and Sammy dive into the differences between private equity and venture capital that investors should know, what we look for when investing, risks, fees, performance, management, and what Bob sees in the horizon.

Take your wealth to the next level with How to Build Your Next Million, our educational video series 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. Visit www.heritagefinancial.net to access these free resources.

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