2023 Q4 Letter

Jan 4, 2024

The final quarter of 2023 was ushered in with balloons, confetti, and celebration. All it took was the Federal Reserve (Fed) to finally confess what...

Locations

Jan 3, 2024

Our Office LocationsOur Headquarters307 International CircleSuite 390Hunt Valley, MD 21030P: 410-785-0033F: 410-785-00442036 Foulk RoadSuite...

Did Santa Claus Come Early?

Dec 22, 2023

A few weeks ago, we speculated whether the early Santa Claus rally would continue. So far, the answer seems to be Yes! The recent jaunt added to...

Is AI Taking Over?

Dec 15, 2023

The word of the year is... Artificial Intelligence, or AI. The year kicked off with Microsoft’s announcement of a $10 Billion investment into...

Welcome Jack Christian

Dec 12, 2023

Heritage Financial Consultants, LLC, a full-service, independent financial services and wealth management firm headquartered in Hunt Valley,...

The Growing Threat of Identity Theft

Dec 8, 2023

Year-end gives us a natural break for us to take stock of accomplishments and determine which items to be pushed into next year. Estate planning...

Long-Term Care Awareness Finance Tips

Dec 5, 2023

Financial Planner, Matthew Spedden tells Jordie Clark at 47 ABC WMDT-TV, that with increasing costs of medical care and long-term care insurance,...

Santa Claus Rally

Dec 1, 2023

Ho, Ho, Ho! The famous call from the big guy in red will grow louder as December progresses. Santa Claus is a perennial symbol during the holidays....