January Market Update: Finding Balance in 2023 Wealthy Behavior

In this month’s market update host and Heritage Financial CEO, Sammy Azzouz, and CIO, Bob Weisse, provide a quick recap of the record-breaking challenging year investors experienced in 2022 and discuss our market expectations for 2023. We believe the drivers of markets in 2023 will be inflation, fed policy, and earnings. While the beginning of the year may be choppy with continued volatility and the potential for weakness, we expect that as these themes work themselves out throughout the year balance will come to light. In fact, today we are finding more attractive opportunities than we could a year ago. Until that time comes, listen in as Bob discusses how to get defensive without moving to cash, what factors he sees already priced into markets, and the bright spots on the horizon. Email us questions, ideas, or feedback at wealthybehavior@heritagefinancial.net (mailto:wealthybehavior@heritagefinancial.net) or visit www.heritagefinancial.net (https://heritagefinancial.net/). We’d love to hear from you!