2023 Q2 Letter

Jul 7, 2023

Many have heard of cycling’s pinnacle race, the Tour de France. The Tour de France is a 21-day race totaling more than 2000 miles traversing the...

Investors Are Never Complacent

Jun 30, 2023

Are you scared yet? If you’re like most investors, the answer is likely, “no.” The Chicago Board Options Exchange’s (CBOE) Volatility Index (a.k.a....

Brian Horn Discusses Annuities

Jun 29, 2023

June is National Annuity Awareness Month, and Heritage Partner & Financial Professional, Brian Horn, was interviewed by WBFF FOX45 Morning News...

Welcome Jay Spies

Jun 23, 2023

Heritage Financial Consultants, LLC today announced that Jay Spies has joined the organization as a financial planning professional in the Hunt...

The Rise of AI and Automation

Jun 23, 2023

Some of you may be old enough to recall waiting in line Friday afternoon to deposit your paycheck. You may also remember bankers’ hours, with many...

Like Life, Investing Is a Journey

Jun 16, 2023

Like life, investing is a journey. Periodic reflection can be nostalgic as well as offer learning opportunities. Below are some food-for-thought...

Welcome Patrick Conor McMullen

Jun 14, 2023

Heritage Financial Consultants, LLC today announced that Patrick Conor McMullen, has joined the organization as a financial planning professional in...

The Magnificent Seven

Jun 9, 2023

They’re Baaack! Financial journalists have a way with words. During the COVID rebound, the acronym “FAANGM” became popular referring to the main six...