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Prediction Season

What will the stock market do in 2017? At Heritage, we have long understood that market predictions are unreliable and counter-productive.  However, we are willing to make one bold prediction for 2017: We predict that in January the financial press will be full of predictions for 2017. Investment strategists are in the business of forecasting ... Read More

Keeping It Simple

Second-Hand News

Retirement: Goodbye Tension, Hello Pension

Survivorship Bias and Other Tricks of the Trade

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

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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

Orlando

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

©2026 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