Soft Landing: Reality or Illusion?

Could the Federal Reserve (Fed) do it? Could the Fed pull off a soft landing? To level set, a “soft landing” occurs when the Fed raises interest...

Navigating the New Rate Landscape

The cash party may be over. 2022 saw one of the most aggressive rate hike cycles in decades. Cash equivalents (i.e., Treasury Bills (T-Bills), CDs,...

Sources of Leveraging Capital

As the new year begins, many people are beginning their New Year’s resolutions and setting the bar high by going to the gym seven days a week,...

2024 Q4 Letter

The fourth quarter of 2024 was marked by surprises from various domains. Economic data was generally mixed, US elections were dotted with surprises...

Welcome Jeff Colbus

Heritage Financial Consultants is pleased to announce that Jeff Colbus has joined its team of financial professionals. With over 30 years of...

Welcome Courtney Caldwell

Heritage Financial Consultants is excited to announce the addition of Courtney C. Caldwell to its team of financial professionals, effective...

Year-End Tax Tips

The window is closing. As 2024 approaches its end, so do tax planning opportunities. Tax planning is the process of arranging financial affairs to...

End of Year Considerations

As the calendar year approaches its close and the holiday season is in full effect, it is not only a great time to see family and celebrate, but it...