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...
February’s Market Wake-Up Call: Volatility Returns
February exhibited something we haven’t experienced in a while: market volatility. In recent months, investors have been conditioned with below...
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...
Financial Literacy
In today’s world,...
Slope of Hope
Slope of Hope. That is...
Crystal Balls and Market Falls: The Market Timing Myth
The recent equity...
March Madness: Navigating Economic Turbulence and Market Volatility
March Madness is here....
Welcome Paul Baader
Heritage Financial...