“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”– William Arthur Ward
Heritage Update
Is Your Glass Half Full or Half Empty?
When it comes to investing, you may experience periods of calm, moments of overwhelming stress, or more frequently, a blend of both. Regardless of the market conditions, there are always advantages and disadvantages in the current environment, and this ultimately depends on one’s perspective. For more on how a balanced perspective can help your investment outlook, see our article titled “Are You a Pessimist or Just Worried?”
Heritage Celebrates 30 Years!
This year marks the 30th anniversary of Heritage’s founding. Over the last three decades, the Heritage team has served hundreds of families and now manages over $1.5 billion* in client assets. The trust Heritage’s clients have placed in the team is what has driven that growth, and we look forward to providing quality service for many years to come!
We are Here to Help
As the years go by, it is important to reevaluate your financial strategies to ensure that your long-term objectives are on track. Doing so often raises potentially complex questions such as “Is my retirement portfolio being allocated efficiently?” or “Does my financial plan account for unexpected contingencies?” Fortunately, a seasoned wealth manager can provide guidance and peace of mind by addressing these questions, and many more. If you or someone you know could benefit from the advice of a financial professional, the Heritage team is ready to help.
*as of December 2022
Employee Profile
Frederick R. MacLean, Jr., CFA, MBA, CFP®
President and Partner
Thirty years ago, alongside his parents, Fred and Sherry MacLean, Fred Jr. co-founded Heritage Investment Group. He has built Heritage on a solid investment process with a singular focus on real results, superior client service, and a commitment to the highest standard of ethics. Additionally, he has remained active in the local community, both personally and with Heritage. During his time away from the office, he enjoys spending time with his family, boating, golfing, and traveling.