" " - Heritage Financial Consultants

Don’t Let the Year-End Tax Planning Window Close

Oct 29, 2026

The window is closing. As 2026 approaches its end, so do tax planning opportunities. Tax planning is the process of arranging financial affairs to...

Oct 28, 2026

We are excited to share that Elizabeth Paal Goss and Julian Grubbs have been named 2026 InvestmentNews Rising Stars! The program recognizes...

Oct 22, 2026

Most investors are familiar with the concept of asset allocation, the strategic mix of stocks, bonds, and other assets held in an investment...

Oct 15, 2026

This is the last letter in our series on the midterms, and with the votes about to be counted, it is a good time to pull together what history has...

Oct 12, 2026

In honor of National Financial Planning Month, we wanted to highlight one of the most important concepts in financial planning: Time. It is easy...

Oct 8, 2026

The U.S. economy continued to expand, supported by resilient consumers, stable labor markets, and steady business activity. While economic...

Oct 5, 2026

TESTIMONIALSClient Testimonials"I cannot speak highly enough about the expert financial planning and guidance. I have received over the years from...

Oct 1, 2026

Artificial Intelligence (AI) has taken center stage in investment discussions since OpenAI released ChatGPT to the public in November 2022. Viral...

Sep 24, 2026

The Federal Reserve (Fed) delivered on consensus expectations by raising its policy rate by 0.25% last week. The accompanying statement explained...

Sep 22, 2026

We’re proud to be ranked #65 on the Baltimore Business Journal list of Greater Baltimore’s Largest Private Companies. We’re also one of only a few...