Market Update: China, U.S. Consumers & Allocations

With only a quarter left to go, investors are pleased with 2024’s stock and bond markets thus far. Heritage Financial’s Chief Investment Officer, Bob Weisse, joins CEO, Sammy Azzouz, to discuss recent performance and:  David Tepper’s call to “buy everything related to China”The health of the US consumerBonds are no longer ugly-get your bond allocation rightWhat to look for when investing in small cap stocksDeveloping ways to be more tax efficient 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 [email protected].