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Heritage Investment Group Featured in CNBC Article: ‘We Do Not Time the Market’

Heritage Investment Group was recently featured in CNBC’s article, “No. 1 financial advisor has a golden rule: ‘We do not time the market,’” published on October 2, 2024. This in-depth interview highlights our steadfast commitment to a disciplined investment approach, centered around the guiding principle of long-term value over market timing. The article offers insights ... Read More

Making the Best of a Windfall

Ignoring the Bumps

Which Financial Documents Should You Back Up?

You Know More about Investing than You Think You Do

Opportunities and Risks in Equity Compensation

Markets and Presidential Elections

You Deserve More Than Zero

How to Freeze Your Credit Report

First Save, Then Invest

3 Common Investing Mistakes

Let the Compounding Commence!

Uncertainty Is Underrated

5 Common Emotional Roadblocks That Could Halt a Successful Estate Plan

What I See When I Watch Basketball

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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

©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