info@heritageinvestment.com
954 785-5400
Contact Us
Client Access
  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos
Menu
Client Access

Heritage Insights

Thoughts, guidance and articles of interest

  • Behavioral Finance
  • Charitable Giving
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning

Concentration Concerns

The US stock market has become increasingly concentrated in a small group of mega-cap companies. This trend is evident in the rising weight the S&P 500 Index has in its largest 20 stocks, which made up almost half the index at the end of last year, up from less than a third in 2013. As ... Read More

Are We in an AI Bubble?

Socrates and the Market Forecasters

A Financial Resolution You Can Keep

Sometimes It Helps to Pay Less Attention

Compared to What?

What Does It Take to Take on Risk?

The Importance of Avoiding the One Big Mistake

What Should I Do With an Inherited IRA?

The Power of Human Ingenuity

Improper Naming: A Potential Tragedy for Your Estate

Timeless Wisdom from Warren Buffett

The Power of Prices—Equilibrium

Mind the Gap–Diversifying Across Countries

Why Retirement Planning Is Different for Business Owners

1 2 3 … 12 Next >
View Past Articles

Get updates from Heritage

Subscribe

Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

Orlando

6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

©2026 Heritage Investment Group.

Landscape photography by Joseph C. Filer

Disclosures

  • Call Heritage
  • Email Heritage
  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos