Insider

Expert Opinion

Highlights from Tax Reform

Congress has voted to pass a major rewrite to the tax code that the President will soon sign into law. The complex nature and late timing of the bill make year-end strategic decisions difficult to evaluate. You may want to connect with your tax-preparer to ask if there are any tactics specific to your situation… 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 >

Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services, connected with fellow Colby College graduate Caroline Savory to discuss her role as President of The Appraisers’ Registry of New England. Caroline and her team of expert appraisers have assisted Heritage clients with inventories and evaluations of artwork, jewelry and collectible cars. In the Q&A… More >