Bonds finished 2023 on a strong note, in need of a breather as 2024 commences. Yet the current environment may be signaling caution ahead,...
Rise of 2024: Exploring Alternative Investments
Alternative investments have picked up in popularity in recent years as investors have explored ways to diversify from more typical stocks and...
Annual Report 2023
The Heritage team is pleased to share our 2023 Annual Report. Click here to read the report: https://heyzine.com/flip-book/60bfce792c.html ...
Economic Outlook
Economic data continues to surprise to the upside. Many professional investors, strategies and economists are a little dazed by the resilience of...
Risk & Reward
How is investment success measured? A simple question deserves a simple answer. But the answer is more elusive than it seems. The media complicates...
The Psychology of Finance
Many may not realize it, but we are our own worst enemy. Our brain’s chemistry and reactions were developed over eons to escape dangerous...
Tom Spray-Fry Appointed Partner at Heritage Financial Consultants
Heritage Financial Consultants, LLC today announced that Tom Spray-Fry, a Certified Financial Planner™ Professional (CFP®) and registered...
Investment Risk Management
Ever wonder how topics are recognized as a National Day? Is it an act of Congress, or a declaration form the President? It may surprise you to find...
Anticipating Fed Actions this Election Year
The Iowa Caucuses formally opened our quadrennial patriotic duty... determining our federal and local leaders for the coming four years. Politics...
Financial Resolutions for 2024
The start of a new year often ushers in a call for New Year’s Resolutions. This goes for personal goals, professional ambitions as well as financial...
A Century of Mutual Funds
March 21, 2024, marked...
Economic Alchemy
The medieval quest for...
U.S Debt: Decades in the Making
Time to talk about the...
Market Insights
Market InsightsBonds...
High-Yield Bonds: Spreads and Signals
Bonds finished 2023 on...