Heritage Blog

Better Than Investing in Gold

BY Kristin Castner, CFA ON 20th April 2021 IN Charting the Course

Each month, Purdue University conducts a phone survey of 400 U.S. agricultural producers about the expected future value of farmland. They use this data to compile and monitor the Long-Term Farmland Value Expectations Index (chart below). In March, this index rose back to its highest level on record, indicating a positive long-term outlook for the …

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First Quarter 2021 Review, And a Look Ahead

BY Kristin Castner, CFA ON 12th April 2021 IN Look Back, Move Forward

A Look Back: The first quarter of 2021 witnessed Part II of the reopening trade in stocks. As a recap, Part I happened during the fourth quarter of 2020, when small cap, value, and international stocks finally started to perform on par with – and even a bit better than – growth stocks. This was …

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3 Ways Women Can Boost Confidence Around Money and Investing

BY Kristin Castner, CFA ON 6th April 2021 IN HER Heritage

Last month Heritage Financial launched an initiative celebrating the natural traits that make women ideal long-term investors. HER Heritage represents our commitment to supporting women in developing the confidence to tap into those traits and build a strong financial future. Today we are sharing three things women can do now to start boosting their confidence …

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What a global reopening means for your wealth (and your health)

BY Kristin Castner, CFA ON 30th March 2021 IN Charting the Course

Just over a year after the global economy closed for business, countries are in various stages of reopening. News headlines cite more openings than closings. More and more people are getting vaccinated and feeling comfortable being out and about. Cushman and Wakefield, a commercial real estate company, has an interesting interactive global map that measures …

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What Might Happen Next with Taxes….And a Few Reminders

BY Ed Jastrem ON 23rd March 2021 IN Planning Pulse

With the passage and signing of ARPA (American Rescue Plan Act), DC is now turning its attention to future spending plans and how to pay for stimulus. Said another way, we are watching closely for what could be an increase in taxes. [Check out our recent discussion on the potential tax changes under a Biden …

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