Client Communication Archives - Heritage Financial Consultants

U.S Stocks are Currently Considered the Most Expensive

by Nasser Ali | Jun 15, 2021 | Client Communication

“You can always count on Americans to do the right thing – after they’ve tried everything else.” -Winston Churchill Churchill’s quote...

Developing Portfolios can be Rewarding and Stimulating

by Nasser Ali | Jun 9, 2021 | Client Communication

There’s never a dull moment. Designing and managing client portfolios can be both satisfying and challenging. Helping individuals and families...

“Sell in May and Go Away”

by Nasser Ali | May 27, 2021 | Client Communication

“Sell in May and go away” is an old Wall Street adage suggesting summer months offer lack luster returns. The inference is investors are better off...

Higher than Average Inflation was Expected

by Nasser Ali | May 21, 2021 | Client Communication

One piece of data does not make a trend. Last week, inflation data came in hotter than expected at 4.2% over the past year. This caused some...

April’s Jobs Report Data far off from Expectations

by Nasser Ali | May 13, 2021 | Client Communication

“A HUGE miss”……….That was the headlines after the April’s jobs report release. Investment professionals, economists and pundits were all expecting a...

There is Still a Place for Bonds in a Portfolio

by Nasser Ali | May 7, 2021 | Client Communication

One of the big questions in the fixed income markets is if rates rise, do bonds still make sense? The media is intimating that bonds are due...