It is Time to Start Preparing for Back to School! As we prepare for the start of a new school year, it is the perfect time to review and reassess...
The Future of Bonds: Navigating Market Dynamics and Yield Potential
Where are bonds going? That is a question on many minds, professional and amateur alike. Bond performance for the last couple of years have given...
The Challenges and Opportunities of AI, Cryptocurrencies, and Electrification
A-Ouch. Don’t look now, but Artificial Intelligence (AI) investing has hit a hiccup. ETFs oriented towards the AI theme (Roundhill Generative AI...
The Long Game: Navigating Political Change in the Stock Market
Are we watching a Hollywood movie? The dramatic political swings seem ripe for a bucket of popcorn in a dark theater. A polarized electorate,...
Unraveling the Complexities of Inflation
Inflation, Inflation, Inflation. That’s been the talk of the town for over three years. Inflation sprang from post-COVID supply chain disruptions as...
2024 Q2 Letter
Pause. After an 18-month surge for most asset classes, the second quarter was marked with less than stellar returns. The primary impetus was The...
Navigating the Changing Landscape of Cash Investments
Catch Cash 22. To investment professionals, any cash allocation is referred to as “cash drag.” Historically, cash and cash equivalents have...
Family Vision & Legacy
Family Vision & LegacyAre you headed in the right direction?Heritage is a Wealth 3.0* firm that understands true wealth is about the well-being...
World GDP Rankings: Stability and Change
The top ten remain the same. The semi-annual survey of International Monetary Fund (IMF) economists was recently published, known as World Economic...
Economic Slowdown: Navigating the Path to a Soft Landing
Ask, and you shall receive. The Federal Reserve (Fed) has been trying to slow the economy for over two years in its battle to curb inflation....
The Santa Claus Rally Explained
The sound of sleigh...
Navigating the New Investment Landscape
The trifecta has been...
Bond Yield Normalization: Signs and Signals
If you blinked, you...
October’s Market Roller Coaster: Surviving the Election Cycle
We survived it! Yes,...
Cash, Inflation, and Economic Resilience
They got it wrong! The...