Artificial Intelligence (AI) has taken center stage in investment discussions since OpenAI released ChatGPT to the public in November 2022. Viral...
The Fed Turns Up the Pressure on Inflation
The Federal Reserve (Fed) delivered on consensus expectations by raising its policy rate by 0.25% last week. The accompanying statement explained...
Heritage Named a BBJ Largest Private Company 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...
The Dollar’s Enduring Global Dominance
Following World War II, the U.S. Dollar has been the world’s dominant reserve currency. Concerns have risen in recent years about whether the...
Stacey Spedden-Irrgang Named 2026 InvestmentNews Women to Watch Financial Literacy Champion
Congratulations to Stacey Spedden-Irrgang, recognized as a 2026 Women to Watch Financial Literacy Champion Excellence Awardee! For more information,...
Life Insurance Awareness
For most households, life insurance plays a critical role by providing peace of mind, replacing lost income, addressing outstanding debts, and...
Inflation’s Unclear Road Ahead
Murky. Opaque. Vague. Pick your preferred term to describe the inflation picture. Many have myopically focused on the Middle East conflict as the...
The Mortgage Rate Lock-In Effect
Ask someone who bought a house in 2021 whether they plan to move. You will usually get the same answer: not at these rates. Their loan is fixed...
When the Bond Market Gets Loud
The old expression “the bond market is supposed to be quiet, and it is a big deal when it is not” comes to mind given recent bond market headlines....
The Market’s Undefeated Post-Midterm Streak
In June, we wrote about how stocks historically behaved during midterm election years, and last month we looked at whether the makeup of Congress...
AI and Investing: Opportunity, Risk, and What’s Priced In
Artificial...
The Fed Turns Up the Pressure on Inflation
The Federal Reserve...
Heritage Named a BBJ Largest Private Company 2026
We’re proud to be...
The Dollar’s Enduring Global Dominance
Following World War II,...
Stacey Spedden-Irrgang Named 2026 InvestmentNews Women to Watch Financial Literacy Champion
Congratulations to...