Partner Regina Beatty was recently interviewed by Alex Parker of citybiz, to discuss her 25+ year career in the industry and expertise in wealth...
Tom Spray-Fry Discusses Financial Literacy Month
Smart decisions with your finances can lead to long-term financial success. April is Financial Literacy Month. Financial Planner, Tom Spray-Fry,...
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...
Alejandro Jerez Discusses Special Needs Planning
March is National Developmental Disability Awareness Month. Financial Planner, Alejandro Jerez, was interviewed by 47 ABC - WDMT to discuss planning...
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...
Stacey Spedden-Irrgang Named One of America’s Top Women Wealth Advisors by Forbes
Heritage would like to congratulate Partner Stacey Spedden-Irrgang on being named one of America’s Top Women Wealth Advisors by Forbes. We are so...
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 SVB and Signature Bank Failures: Lessons Learned for the Financial Markets
“Everyone has a plan...until they get hit.” -Mike Tyson Whoever thought boxing legend was a philosopher?!? But what is true in the ring...
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...
Economic Outlook
Economic data continues...
Risk & Reward
How is investment...
The Psychology of Finance
Many may not realize...
Tom Spray-Fry Appointed Partner at Heritage Financial Consultants
Heritage Financial...
Investment Risk Management
Ever wonder how topics...