Sammy AzzouzFinancial Planning for Business OwnersA reader asks, how can a financial advisor help an entrepreneur? The context behind the question being that they’re confident risk-takers…1d ago1d ago
Sammy AzzouzA Real Estate Slowdown and a Pricey Stock MarketIn the June investment edition of the Wealthy Behavior podcast, I spoke to our Chief Investment Officer, Bob Weisse, about:Jun 7Jun 7
Sammy AzzouzBook Review: The Algebra of Wealth by Professor GallowayProfessor Scott Galloway wrote a personal finance book. Given his following and other excellent content, it’s no surprise it became an…May 14May 14
Sammy AzzouzTwo Financial Literacy ResourcesApril is Financial Literacy Month, an important time for me as I became a financial advisor twenty-three years ago out of law school to…Apr 5Apr 5
Sammy AzzouzInternational InvestingIn the latest edition of the Wealthy Behavior podcast, I spoke to Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab…Mar 27Mar 27
Sammy Azzouz100% Stocks in Retirement?Your asset allocation drives your portfolio’s return, so it’s arguably the most important investment decision you’ll make.Mar 15Mar 15
Sammy AzzouzThe Financial Literacy Hierarchy, Best Money Books, and How to Invest in CryptoIn the latest episode of the Wealthy Behavior podcast, I spoke to Caleb Silver, Editor in Chief at Investopedia. We discussed:Feb 20Feb 20
Sammy AzzouzThe Market’s Strong Start, Investing at Market Highs, and Saving on Portfolio TaxesIn the latest episode of the Wealthy Behavior podcast, Bob Weisse and I discussed:Feb 2Feb 2
