“You may not control all the events that happen to you, but you can decide not to be reduced by them.”
– Maya Angelou

Heritage Update

Smart Investing and Emotional Mastery

Successful investing involves actively managing emotions, which is generally more beneficial than actively managing the portfolio. This can be done by reducing exposure to financial news and checking the portfolio less frequently. Avoiding emotional investment decisions is critical, as is spending less than you earn so the excess can grow. These steps may be simple, but executing them requires discipline. For more, see our article titled “It’s All about How You (Don’t) Look at It.”

Hillsboro Lighthouse Preservation Society

In the spirit of giving back to our local community, Heritage was a sponsor for the Hillsboro Lighthouse Preservation Society Gala this year. One of the Society’s main goals is to preserve the Hillsboro Lighthouse and station located on the Hillsboro Inlet. They also offer tours to help educate the community about the history of the Hillsboro Lighthouse.

One Size Does Not Fit All

While we all appreciate the freedom of choice, deciding when to file for Social Security benefits can be a daunting task. Although it would be ideal to simply follow in the footsteps of others to avoid a potentially frustrating decision-making process, there is no one-size-fits-all approach due to the complexities involved. Even a well-thought-out decision can turn out less than ideal when life takes an unexpected turn. If you’re looking for more information on factors to consider when deciding when to file, see our article titled “When Should You Take Your Social Security?”

Employee Profile

Ian McCarver

Ian McCarver

Controller and Partner

Ian McCarver is a partner at Heritage and the firm’s Controller. He started back in 1994 and now manages a number of executive functions. Ian is an active member of the local Rotary Club. As an avid Florida State fan and alumnus, he can often be found cheering for the Seminoles.