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Survivorship Bias and Other Tricks of the Trade

One of the reasons we turn to science-based investing is to guide us past the misguided strategies that can otherwise cause an investor’s expected returns to run aground. That said, there is a lot of “science” out there. How do we determine which of it comes from sound evidence and which may steer you wrong? ... Read More

How I Learned to Stop Worrying and Love the Black Swan

Our Relationship with Investment Risk

Capitalism is Alive and Well

Our Fund Selection Process

Hemlines, Super Bowls, and Presidential Elections

There’s No Place Like Home?

Seven Roles of an Advisor

Holiday Traditions

Can’t Buy Me Love

The Ultimate Price of Bad Advice

The Tortoise and The Eagle (An Investment Tale)

Holiday Gifts from the IRS?

What College Football Can Teach Us About Investing

The Summer Slowdown: How Does it Impact the Markets?

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Pompano Beach

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

Tampa

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

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

©2025 Heritage Investment Group.

Landscape photography by Joseph C. Filer

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  • 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