Insider

News, Information and analysis

In the financial world, there’s a lot to keep track of. Here’s a curated stream of financial intelligence and practical updates, prepared by us specially for Heritage clients.

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Every detail matters

In this brief video, Heritage founder Chuck Bean explains how our rigorous, client-first approach to wealth management can transform your finances, and your life. Watch >

Facts & figures to Know for 2018

Many questions remain as Congress debates edits to tax reform legislation. While there are still unknowns, there are some figures we can start to consider in plans for 2018 and beyond. Below is a summary of certain announcements made by the Internal Revenue Service and other agencies related to 2018. Employer Retirement Plan Savings The… More >

Cyber Security: Partnering to Protect Our Clients

Notorious hacker Kevin Mitnick said, “The weakest link in the security chain is the human element.” “There are only two types of companies: those that have been hacked and those that will be.” – Robert Mueller, FBI Director This is why, at Heritage, we take the security of our clients’ confidential information very seriously, as… More >

Why Schwab Honored Heritage Financial with 2017 Best-in-Business Award

The Schwab team produced this brief video to highlight why Heritage Financial is a Best-in-Business IMPACT Award TM recipient. Watch >

Charles Schwab & Co., Inc. Recognizes Heritage Financial with 2017 Best-in-Business IMPACT Award

We are very proud to announce that Charles Schwab & Co., Inc. has honored Heritage Financial with the 2017 Best-in-Business IMPACT Award TM. Schwab bestows the award annually to a single firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to… More >

Fourth-Quarter To-Dos to Keep on Your Radar

If you have an employer-sponsored retirement plan: Review your paystub or plan statement to confirm you are on schedule to contribute what you intended for the year. There is time left in the year to increase your contribution from salary deferral if you are not adding the maximum, which for most plans is $18,000 for… More >

Heritage Investment Review: Q3 2017

Year-to-Date Summary The first three quarters of 2017 has been a good period to invest; the stock market produced significant gains with exceptionally low volatility. Our clients have participated in this steady appreciation. Embedded in the strong returns we achieved through the first three quarters of this year are investment decisions that may seem simple… More >

Heritage Named to Forbes’ list of America’s Top Wealth Advisors

Forbes’ annual list of America’s Top Wealth Advisors has just been announced for 2017. The whole team at Heritage Financial is honored, and humbled, to see our firm recognized by such a prestigious organization. Our CEO, Chuck Bean, said, “I’m very proud of this recognition. First and foremost, I have to thank our clients for… More >

Barron’s Names Heritage to The Top 100 Independent Financial Advisors

Heritage’s Founder and CEO, Chuck Bean, is named among America’s Top 100 Independent Financial Advisors by Barron’s. This is the seventh consecutive year that Chuck has received this prestigious recognition. “I am extremely proud of our firm’s continued success in serving our clients’ personal wealth management needs. This recognition from Barron’s helps confirm that our… More >

Worried about the Recent Equifax Security Breach?

One of the credit-reporting agencies, Equifax, experienced a data breach that included Social Security numbers, dates of birth, driving-license numbers and for some people, possibly their credit card numbers as well. Equifax has established a website that allows people to check if their information was likely compromised. They are also offering complimentary identity-theft protection and… More >

Inside Divorce – Podcast with Sammy Azzouz

One of Heritage Financial’s Managing Partners, Sammy Azzouz, was recently interviewed by family law attorney Hindell Grossman about the financial challenges that married couples face and how a financial planner can help them manage their finances effectively. Sammy and Hindell also discussed the importance of keeping both spouses engaged in financial discussions and the steps… More >