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Capitalism is Alive and Well

The world, and mankind, do move ahead, as Mr. Buffett put it, “at a pretty damn rapid rate.”  In just a few short years we have seen the exploration of Mars, Apple’s debut of the iPad, and via social media, a level of human communication and connectivity greater than anything we could have imagined in ... Read More

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?

Embracing the Chaos of Global Markets

There Is Life after Death, at Least in Your Investment Portfolio

Navigating through the Noise

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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

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Landscape photography by Joseph C. Filer

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  • Call Heritage
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  • 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