Embrace Market Corrections

Stock market corrections can be scary, but they are a normal part of investing. It’s hard to believe, but they are a sign of a healthy market....

Special Needs Planning

Planning for your own financial future can be time-consuming, but when it comes to planning for your family’s financial future, it can seem...

Disclosures

DISCLOSURES Five Star Wealth Manager Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification....

Welcome Pete Sharpe

Heritage Financial Consultants is proud to announce that Pete Sharpe has joined the firm, bringing over 41 years of experience in the financial...

China’s Aging Economy

China got old before they got rich! Over the past 15-20 years, there were copious calls for China’s rocket trajectory to eclipse the U.S. as the...

US Stocks Soar Again

US stocks did it again. Earnings season has not yet concluded, but US companies have beat earnings expectations for the fourth quarter of 2024. A...

Winning in Sports and Finance

The uniquely American annual experience crowned its latest Super Bowl champion. The Philadelphia Eagles football team earned their rightful place in...

Tax Planning

Tax planning remains a vital component to your financial success and should be part of your calculations throughout the year, not simply when April...

Tariff Talks: A Deeper Dive

With tariffs dominating the headlines again, we thought it would be worth revisiting this topic. Headlines have inflamed the inflation and trade war...