• About
    • The HFC Difference
    • Community Involvement
  • Locations
  • News
  • Careers
    • Careers – Financial Professionals
    • Experienced Professionals
    • Students and Graduates
  • CLIENT LOGIN
Heritage Financial Consultants
  • Who We Are
    • Planners & Staff
  • What We Do
    • Financial Planning
      • Retirement Planning
    • Investment Management
    • Estate Planning Strategies
    • Risk Management / Insurance
    • Family Vision & Legacy
    • Business Ownership & Succession Planning
    • Corporate Executive Services
    • Employer-Sponsored Retirement Plans
  • Who We Serve
    • Executives
    • Business Owners
    • Retirees
    • Families
    • Corporations
    • Nonprofits
  • Our Insights
    • Client Communication
  • Contact
Select Page
Soft Landing: Reality or Illusion?

Soft Landing: Reality or Illusion?

by Alison Moreland | Jan 24, 2025 | Client Communication, Our Insights

Could the Federal Reserve (Fed) do it? Could the Fed pull off a soft landing? To level set, a “soft landing” occurs when the Fed raises interest...
Navigating the New Rate Landscape

Navigating the New Rate Landscape

by Nasser Ali | Jan 16, 2025 | Client Communication, Our Insights

The cash party may be over. 2022 saw one of the most aggressive rate hike cycles in decades. Cash equivalents (i.e., Treasury Bills (T-Bills), CDs,...
Sources of Leveraging Capital

Sources of Leveraging Capital

by Eric Wyss | Jan 14, 2025 | Client Communication, Our Insights

As the new year begins, many people are beginning their New Year’s resolutions and setting the bar high by going to the gym seven days a week,...
2024 Q4 Letter

2024 Q4 Letter

by Nasser Ali | Jan 10, 2025 | Client Communication, Our Insights

The fourth quarter of 2024 was marked by surprises from various domains. Economic data was generally mixed, US elections were dotted with surprises...
The Implications of Elevated Stock Valuations at the Conclusion of 2024

The Implications of Elevated Stock Valuations at the Conclusion of 2024

by Nasser Ali | Jan 3, 2025 | Client Communication, Our Insights

Possible bumpy roads ahead. 2024 concluded with a vibrant Santa Claus rally, pushing elevated stock market valuations into frothy territory. Frothy...
Tariffs and Inflation: Understanding the Nuances

Tariffs and Inflation: Understanding the Nuances

by Nasser Ali | Dec 19, 2024 | Client Communication, Our Insights

Do tariffs equate to inflation? It’s complicated. You might be surprised at the answer. The historical evidence does not share the media’s...
« Older Entries
Next Entries »

Recent Posts

  • Budget Warning Ahead!
  • Annuity Awareness
  • May’s Market Rebound
  • Reading the Signals: What Credit Markets Are Telling Us
  • Summer Escape from Market Chaos

Recent Comments