Heritage Blog

When It Comes To Your Wealth, How Can You Be Sure?

BY Kristin Castner, CFA IN News

“Financial Advisors Near Me” It’s a popular Google search. But for serious investors, it’s not all about location. In fact, FinanceBuzz.com identified 15 questions investors should ask before hiring a financial advisor in an article featuring Heritage Financial’s President, Sammy Azzouz, JD, CFP. You can (and should) ask all these questions and more. But what …

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7 Ways to Maximize Your Wealth Before the End of 2020

BY Ed Jastrem IN Planning Pulse

With 44 days left until we say good-bye to 2020 (and hopefully welcome a new day in 2021), here are 7 strategies that serious investors will consider as the calendar year comes to a close. Maximize Retirement Plan Contributions There’s still time to max out contributions to 401(k), 403(b) or other tax-deferred savings plan. The …

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Why you need to pay attention to today’s market moves

BY Kristin Castner, CFA IN Look Back, Move Forward

What happened in U.S. equity markets yesterday and today is something we haven’t seen in a long time. As our President, Sammy Azzouz, JD, CFP®, says, “Massive day for value.” As welcome news about a Covid-19 vaccination is absorbed by investors, we are seeing signs that investors really DO want to invest in beaten up …

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3 Strategies for Navigating Today’s Low Interest Rates

BY Kristin Castner, CFA IN Charting the Course

Nearly 200 years ago, the U.S. was debt-free. Our then-President, who thought buying something on credit was like “black magic”, decided to pay off the national debt. And he did it. In today’s world, most of us couldn’t imagine ourselves or our country being debt-free. Andrew Jackson is a testament to the power of making …

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