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.

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 >

Heritage at CFA Institute Annual Conference

Bob Weisse, Chief Investment Officer, and Michael Waldron, Portfolio Manager recently attended the CFA Institute Annual Conference in Philadelphia. Bob and Michael are CFA charterholders. The CFA designation is the highest set of credentials in the global investment management industry. The CFA examinations rigorously test candidates on a wide array of technical investment topics and… More >

What Your Advisor Can Learn From Your Pay Stub

Your paystub, or earnings statement, can provide worthwhile information to your financial advisor. In most cases, high-level facts and figures are discussed in-person or captured via data gathering forms. But, details on benefits or deductions may be missed – or simply misunderstood. With an acronym soup of ESPP, FSA, HSA, LTD, and AD&D, it’s no… More >

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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 >

(Late) Summer 2017 Reading Ideas

With a few weeks left in the summer, following is a list of eight books that I enjoyed reading over the past year. If you are looking for any book ideas I hope you find something here worth considering. Please let me know if you do. I hear from a few of you each time… More >

The Risks of DIY Investing

Heritage’s Chief Investment Officer, Bob Weisse, opined on Do-It-Yourself investing in an article published in US News recently. Here is an excerpt from the article: “Many investors have a poor investment experience because they buy high and sell low,” Bob says. He further adds that most people think they can control their emotions, but many… More >

Heritage Investment Review: Q2 2017

The Liberating Feeling of an Investment Plan An investment plan is far different from buying and selling hot stocks and dreaming of turning a small amount of money into a fortune. It starts with a well-thought-out financial plan that carefully evaluates your financial position and cash flows. The investment plan is then created out of… More >

Chuck Bean Quoted in the Independent Advisor Outlook Study by Charles Schwab

Schwab Advisor Services recently conducted The Independent Advisor Outlook Study that reflects the views of advisors on their industry, their businesses, their clients, and the general environment. Chuck Bean, founder and CEO of Heritage Financial, was one of the advisors featured in the study. Chuck was also one of two advisors who were part of… More >

Financial Advisor names Heritage Financial to Top RIA List

Heritage Financial is one of the Top RIAs for 2017 as listed in Financial Advisor magazine. 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 to find the… More >

Financial Times Names Heritage Financial to Top 300 RIA

Heritage Financial has been named to the 2017 Financial Times’ Top 300 Registered Investment Advisors. According to Financial Times, this list is based on six broad factors, including advisor’s assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The Financial Times invited more than… More >