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.

Heritage’s Chuck Bean Again Named to Forbes List of “America’s Top Wealth Advisors”

For each of the two years Forbes/Shook Research has produced their “Americas Top Wealth Advisors” list where Chuck Bean has been included, and 2018’s edition is no different.  This elite list is based on in-person and telephone due diligence meetings, and a ranking algorithm for advisors who have a minimum of seven years of experience.  Requirements… More >

Heritage Participates in “My Brothers’ Keeper” Social Service

My Brother’s Keeper (MBK)  is a vibrant, welcoming charity which delivers furniture and food to families in need across southeastern Massachusetts. Now 30 years old, and growing at a tremendous pace they now provide over 8,500 deliveries of furniture and food each year, as their high standards and commitment to the community provides enormous value… More >

Heritage Says Goodbye to Summer Intern

Heritage formalized a summer internship in 2016 for a college student who demonstrates an interest in personal financial planning and academic rigor. Our purpose with the program is to help develop the next generation of talent for the benefit of the firm and the industry as a whole. At the same time that the baby… More >

Chuck Bean featured on “Becoming Referable” Podcast

Recently Chuck Bean, Founder and CEO of Heritage Financial sat down with Steve Wershing and Julie Littlechild to be interviewed on their podcast series “Becoming Referable”, an online series that features financial services client engagement best practices.  In this 40 minute discussion Chuck outlined why he evolved his work in financial services to the registered… More >

Heritage Investment Review First Half 2018

Adjusting the Focus The first half of 2018 has been a difficult investment environment. United States stocks narrowly produced a positive return of 2.06% while developed international stocks were down 4.94% and emerging markets stocks were down 7.59%. Heritage’s alternatives allocation was down 5.75%. Investment grade bonds were down 0.43%. This comes on the heels… More >

Heritage Financial Again Named to FA Magazine’s Top RIA Rankings

For the fifth year in a row Heritage Financial Services has been named to FA Magazine’s Top RIA Ranking. This is an annual ranking that uses advisor assets under management (AUM), percentage growth in AUM, average assets per client, percentage growth in assets per client, and percentage change in number of clients as the criteria… More >

Dimensional Fund Advisors VP Weston Wellington presents “Redefining Investment Advice”

On June 28th, Weston Wellington provided insights into how previous concepts of Investment advice are being replaced by a comprehensive strategy that better balances risk/reward elements, and how pricing stability of competitive markets outpaces the tail-chasing methodologies of market timing and the selection biases of equilibrium investing. This differentiated concept of investing is based upon… More >

Financial Times Names Heritage Financial to Top 300 RIAs

  June 28, 2018 – Heritage is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with… More >

Thinking of Downsizing?

Unlike so many of life’s moments of transition, the ideal time to downsize is different for every family. While it generally takes place after children leave the house (maybe after the second time they leave the house), for some it comes sooner, and others much later.  Making this activity more challenging and daunting is the… More >

Record Setting 2018 MS MuckFest!

The 2018 Boston MS Muckfest is now complete, but with donations still coming in the Greater Boston MS Society has now raised over $690,000 from this years event!  This record setting performance was achieved with the participation of over 5,000 volunteers, guests and “Muckers” who ran, jumped, swam and crawled through a muddy 5K course… More >