“Discipline is the bridge between goals and accomplishment.”
Heritage Update
Déjà Vu
Sound investment principles are timeless, which is why good advice should sound repetitive. While sensational headlines may grab attention, rarely does such commentary offer meaningful guidance for successful investing. Our core investment principles provide a steady framework in an ever-changing market, and are worth repeating, again. For more, see An Article about Writing Articles.
Giving Back
In November, Heritage was a sponsor in the sixth annual Saint John Paul II Sporting Clay Classic. It was a fun-filled weekend at the OK Corral in Okeechobee, FL. All proceeds raised from the event were dedicated to an educational foundation set up for the benefit of Saint John Paul II High School.
Ready, Set, Organize
Effective tax preparation can save time, money, and stress. As the tax-filing deadline approaches, it is always good to start early and gather necessary documents as they become available. Whether your situation is simple or complex, or you use tax software or work with a tax professional, a little preparation goes a long way toward a smoother tax season.
Employee Profile
Stacy L. Bliss
Wealth Manager
Stacy has been with Heritage since 2006 as a Wealth Manager. He always has a warm welcome for clients. Stacy lives in Boca Raton with his family and is involved in the equestrian community through his daughter’s riding and competitions. Outside the office, he enjoys playing tennis and mountain biking, as well as being a very active member of St. Ambrose Church.