Insider

Alternative Investments

Heritage Investment Review – Year 2017

By all accounts, 2017 was an excellent year for investments. The U.S. stock market was up 21.13%i. Developed international stock markets were up 25.03%ii. Emerging markets’ stocks were up 37.28%iii. U.S. high yield bonds returned 17.16%iv. Global bonds—despite a large portion starting the year with non-existent or negative yields—returned 7.39%v. U.S. real estate returned 6.89%vi…. More >

Why I believe in Heritage Financial’s Investment Philosophy

It’s important to have an investment philosophy – an approach to guide your decisions and ground you during market turmoil – that you can stick to long-term. The discipline to remain committed to your plan means as much as the plan itself. Many different approaches can work given enough time and commitment. What doesn’t work… More >