2023 Q1 Letter

Financial markets greeted the 2023 with enthusiasm as investors bid good riddance to 2022 and looking forward to the Federal Reserve (Fed) exiting...

Navigating the Complexity of Taxes

Two weeks left to close out 2022... for taxes. Uncle Sam looks to finalize their share of earnings, income, royalties and gains. Many dread these...

Something Doesn’t Seem Quite Right

Have you ever looked at something and wondered, “something doesn’t seem quite right?” Recent job market data has raised such a juxtaposition. Much...

The Housing Market Early 2023 Trends

Phil’s ex-wife, Phyllis, claims Phil is a compulsive liar! February 3, 2023 (Groundhog Day), at Gobbler’s Knob, PA, Punxsutawney Phil exited his...

Annual Report 2022

The Heritage team is pleased to share our 2022 Annual Report. Click here to read the report: https://heyzine.com/flip-book/9ec8543b86.html...