by Nasser Ali | Jan 13, 2022 | Archived
What a year! 2021 ended with some incredible investment returns, so says the media. The media tends to present information that is familiar to their...
by Nasser Ali | Jan 10, 2022 | Archived
Happy New Year! The fourth quarter of 2021 was met with a mixed bag. The fourth quarter started with a bang, rebounding from the September swoon....
by Timothy Eller | Jan 10, 2022 | Archived
Kathy Armstrong Interview How long have you been with Heritage Financial?I began my financial planning practice at Heritage Financial 18 years ago....
by Nasser Ali | Dec 29, 2021 | Archived
Like a good roller coaster filled with twists and turns, 2021 comes to an end. It’s always interesting to look back on the year to see if there are...
by Nasser Ali | Dec 20, 2021 | Archived
Ever wonder why an investment’s results are not as expected? How could an investment with favorable historic returns, such heavy promotion and...
by Timothy Eller | Dec 15, 2021 | Archived
Heritage Financial Planner Julian Grubbs recently joined the Big Picture Advisor Podcast for a conversation involving himself and three other...
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