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.

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 >

Heritage Supports Yawkey House Residents

Boston Children’s Hospital’s Yawkey House residence center provides a home-like environment for out-of-town families that allows them to focus on what’s most important – nursing their children back to health. And again this year that comfortable setting was made a bit more home-like with a barbeque dinner courtesy of Jim Scally and Heritage Financial team… More >

Health and Wealth Leadership Forum, Big Brothers Big Sisters of Greater Boston

At the recent Big  Brothers Big Sisters of Massachusetts Bay’s  Health and Wealth Leadership Forum four of New England’s leading Investment Advisors, together with the Director of MIT’s AgeLab took on a topic that is gaining momentum across the investment world – Investing for Longevity.  With the population living longer, healthier lives the requirements for… More >

Your Paycheck: Take a Close Look at Your Withholdings

In early 2018, the IRS released new payroll withholding tables to reflect changes from the Tax Cuts and Jobs Act. Payroll edits were made by employers and their payroll providers. As a result, the federal income tax withheld from your pay likely changed, even if your compensation remained the same and you did not proactively… More >

Clients First. Then, and Now

This year at Heritage we will celebrate our 23rd anniversary. We’ve grown our team, adopted new technology, expanded our offerings, and evolved in many ways. But, I’m most proud of how we stayed true to the core values we identified at our inception. The way we defined how we would do business in 1996 is… More >

Heritage Investment Review: Q1 2018

First Quarter 2018 in Context The first quarter of 2018 saw the U.S. stock market increase 7.12% within the first month. Then it fell from its highest point by 10.62% to -3.50%. By the end of the quarter, U.S. stocks had stabilized with a cumulative return of -0.64% . Source: Morningstar, Inc. In our investment… More >

Barron’s Names Chuck Bean as One of America’s Top 1200 Financial Advisors

Chuck Bean, Founder and President of Heritage Financial has again been named among America’s Top 1200 Financial Advisors by Barron’s.  This is Heritage’s fifth consecutive year of inclusion in the litany.  Within the state of Massachusetts, Heritage Financial is now ranked #12, an increase of 3 places over the 2017 report. “It is a great… More >

Forbes Names Chuck Bean to Best-in-State Wealth Advisors List

Heritage Financial is named as one of the top 5 wealth advisors in Massachusetts by Forbes magazine. This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms, and then researched, interviewed and assigned a ranking within their respective states. Chuck Bean, Heritage’s founder and CEO… More >