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What to Do with a Lump Sum in Cash

What do you do if you’ve just received a big bonus at work, inherited some money, sold a business, or otherwise enjoyed a recent windfall you’d like to invest? Should you invest the money right away—even if the market seems particularly high or low—or little by little over time? This is a question we often ... Read More

Making the Best Use of Your Behavioral Biases

Charitable Giving, Old and New

Winning at Tennis and Markets

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

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

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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

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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