Weekly Updates

Parts of America are Becoming Uninsurable by Heritage Financial If you're thinking of buying a second home factor the insurance cost into your analysis. Implementing ...

New Market High Last Friday the S&P 500 hit a new all-time high, closing at 4,839.81 and passing the previous high water mark of 4,818.62 ...

3 Things to do Now to Build Your Wealth in 2024 by Heritage Financial Start your financial year off right with these three easy steps ...

The Real Deal Economy Q4 2024 by Heritage Financial In our “Real Deal Economy” quarterly video series Michael Waldron, Heritage Financial’s Director of Portfolio Management, digs ...

Bitcoin This week saw the SEC approving spot bitcoin ETF's and eleven started trading on Thursday. Spot means that they track bitcoin's price as opposed ...

2024 Market Outlook by Heritage Financial Our team's 2024 outlook contains a ten-year return forecast for all asset classes and the year over year change ...

Our investments are simply not aware that it takes 365-1/4 days for the earth to make it around the sun. Warren Buffett - 1966 Buffett ...

ICYMI: Best Books I Read in 2023 - My favorite reads in 2023 and recommendations from prior years. Fiction, investing/business, sports, and general non-fiction all ...

More good news on the inflation front this week. The core personal consumption expenditures price index rose just 0.1% in November and was up 3.2% ...

As explained in I Have a Blog, but Why Should You Care? the Wednesday Reading Lists are getting a revamp. There will be a short ...