Heritage Financial Consultants is pleased to announce the addition of Mark D. Bookbinder, a seasoned financial planner with a strong background in...
The Impact of Presidential Elections on Financial Markets
Who will be the new president? As we come into the election’s home stretch, many are focused on this singular question. We’ve come to find investors...
The Autumn Markets: A Season of Change
Autumn is a welcomed change from the days of summer. Cooler days, changing foliage, and fall festivities are a favorite of many. Autumn is also an...
Cybersecurity Awareness: Protect Your Identity in the Digital Age
October is Cybersecurity Awareness Month! Don’t worry; you are not out of the loop. Cybersecurity Awareness Month only started in 2023. The...
Careers
CareersHeritage Financial Consultants provides comprehensive support and resources for individual and independent financial advisors. Our firm...
Careers – Experienced Professionals
Careers - Experienced ProfessionalsExperienced Professionals Join our team of dedicated support staff.I want to know more. 410.785.0033 Advance your...
Careers – Students and Graduates
Careers - Students and GraduatesStudents and GraduatesLaunch your career by working with a Heritage Financial Professional.I want to know...
Estate Planning Strategies – Will’s, Trust’s and POA’s Set Up
Estate planning strategies are made up of multiple segments and is a key part to the financial planning process. The documents created ensure that...
2024 Q3 Letter
Q3 2024 can be summed up in a single word… eventful! The ebb and flow of surprises provoked stock market volatility. Domestic economic surprises...
Implications of the Fed’s Recent Rate Cut
The Federal Reserve (Fed) has finally embarked on the much-anticipated next rate cycle phase. During the Fed’s September meeting, the Fed decided to...
Navigating the New Rate Landscape
The cash party may be...
Sources of Leveraging Capital
As the new year begins,...
2024 Q4 Letter
The fourth quarter of...
The Implications of Elevated Stock Valuations at the Conclusion of 2024
Possible bumpy roads...
Welcome Jeff Colbus
Heritage Financial...