With the commencement of a new school year, an assessment of the U.S. financial education seems apropos. Sadly, U.S. financial education gets an F!...
Empowering Investors with Proxy Voting
Recent calls for voting transparency may fall on deaf ears. The 2024 election season is just getting started, but that’s another matter. I’m...
Understanding the Yield Curve’s Secret
What does a giraffe’s gestation and the current Yield Curve inversion have in common? Both are 13 months in the making. Before you hit delete, it...
Cracking the Code of Market Volatility
Market volatility articles are often presented in response to volatility spikes not in anticipation to them. Understanding volatility can help you...
The U.S. Dominates Over Half of the World’s Stocks
U.S. companies account for over 60% of the world’s stocks1! This may take many by surprise as foreign company formation due to expanding...
Be Wary of FOMO
FOMO can be a No-No. FOMO is a fairly recent acronym standing for “Fear of Missing Out.” It is an attempt to characterize the human innate desire to...
The Ongoing War with Inflation
We’ve come a long way in just 12 months. It’s hard to believe June 2022 clocked in the highest inflation measure in four decades! The Great...
Welcome Chuck Wolfe
Heritage Financial Consultants, LLC has announced that Chuck Wolfe, has joined the organization as a financial planning professional, working out of...
The Bond Future Is…
The bond future is... rosy! Investment professionals making profound statements about the future is like Harry Potter saying Voldemort, it’s...
Katherine Bays Armstrong Named One of the 2023 Baltimore Business Journal’s Enterprising Women of Excellence
Katherine Bays Armstrong took the leap 20 years ago to start her financial planning practice at Heritage Financial Consultants and has never looked...
April’s Volatility
The vacillating VIX...
Age-Proof Your Brain
These weekly...
Separating Politics from Investing
Six Months. Six more...
Market Volatility
Markets go up… until...
Forbes Best-In-State Wealth Advisors 2024
Heritage is proud to...