It’s off again. After months of on-again, off-again tariff negotiations last year, the Supreme Court of the U.S. (SCOTUS) nullified Trump’s tariffs...
The K-Shaped Recovery: Five Years Later
It’s hard to believe it’s been well over five years since COVID and the short-lived COVID recession. Yet here we are still talking about an economic...
Winter Chill, Warming Jobs: Parsing the Mixed Labor Signals
A break in the Winter doldrums seems to be afoot. Yes, we’re talking about the weather and the economy’s soft spot… labor markets. Labor markets...
Congratulations! Stacey Spedden-Irrgang
We are proud to announce that Stacey Spedden-Irrgang has been named to the 2026 Forbes Top Women Wealth Advisors Best-In-State list. This...
Tax Review and Tax Planning
Tax planning is not a once-a-year exercise completed only at filing time. Rather, it is an ongoing, strategic process that evolves as your financial...
The Gold Pullback: Fundamentals, Flows, and Fear
What happened to Gold? Many woke up over the past few days to see the most recent FOMO trade take a hit. Now is a good time to reflect on the gold...
Global Dialogues: Key Takeaways from the 2026 World Economic Forum
Last week, the World Economic Forum (WEF) conducted its annual forum of government officials, business chieftains, and academia to prioritize and...
Annual Report 2025
The Heritage team is pleased to share our 2025 Annual Report. Click here to read the report: Online Flipbook
The Case for Going Global
The U.S. stock market has been the darling of investors for over a decade. A constructive question arising from recent history would be, why should...
The Power of Staying Invested: Why Time Beats Timing
Time in the market, not timing the market. Such a cliché is a good reminder that proper investing requires a long-term mindset. It is easy to get...
SCOTUS Overturns Tariff Mandates
It’s off again. After...
The K-Shaped Recovery: Five Years Later
It’s hard to believe...
Winter Chill, Warming Jobs: Parsing the Mixed Labor Signals
A break in the Winter...
Congratulations! Stacey Spedden-Irrgang
We are proud to...
Tax Review and Tax Planning
Tax planning is not a...