COVID-19 Resources

Heritage CEO Commentary on COVID-19

We are all living through one of the most extraordinary events in modern times. The coronavirus (COVID-19)...

March 9th Investment Update on Markets

On February 29th, we sent a Heritage Update on the Impact from the Coronavirus (COVID-19) Outbreak. In that...

Comments on Federal Reserve Bank Actions

As you are no doubt aware, yesterday (Monday, March 16th) marked another difficult day for the stock market as...

Financial Planning Issues from Covid

Highlights of recent regulatory, tax and market actions that impact Financial Plans

Bear Markets and Recessions

With global stock markets in bear market territory due to the worldwide economic slowdown caused by COVID-19...

CARES Act Payroll Protection Program

You may wish to apply for a forgivable loan under the Paycheck Protection Program. The Paycheck Protection...

CARES Act & Relief for Individuals

Summation of CARES Act as it impacts individuals

CARES Act for Employers & Employees

Summation of CARES Act changes that impact employers and employees