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Career Day

Last year one of our partners was asked to give a career day presentation to his son’s elementary school class. He enthusiastically accepted, but soon began to have some concern with the challenge of explaining to a group of children just exactly how stock and bond investing works and why these investments are important to ... Read More

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Understanding Volatility

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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
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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