Financial Education in the 21st Century

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...

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...