“If you make the mistake of looking back too much, you aren't focused enough on the road in front of you.”

Heritage Update

Stimulus: A Double-Edged Sword?

Although the early stages of the pandemic led to a paralyzing economic shutdown, the economy slowly reopened and activity resumed. The economic recovery has been supercharged by the federal government’s unprecedented stimulus programs, putting cash in the hands of individuals and businesses affected by the pandemic. The robust recovery has been encouraging but has also raised concerns about  higher inflation and the country’s ability to pay for the additional federal spending.

Industry Happenings

Heritage Investment Group was pleased to be a returning sponsor and exhibitor at the 39th Annual Attorney Trust Officer Conference in Palm Beach, Florida. Presented by the Real Property, Probate and Trust Law Section of The Florida Bar, the conference offered two educational days for attorneys practicing in the areas of real property, probate, and trust law to hear from experts in the field.  Continuous collaboration with other organizations in the industry allows us to  have the most current information and techniques to incorporate into our  financial planning process.

Giving Thanks

As we enter the fall season with Thanksgiving around the corner, all of us at Heritage are reminded how thankful we are to have wonderful clients that we consider to be part of our family. We are grateful that our clients trust us to be a steward of their finances so they can focus on the things and people they care about most. If you are not yet a client of Heritage, or know someone who may benefit from our expertise, we would welcome the opportunity to speak with you.

Employee Profile

Tracy McCarver

Tracy McCarver

Partner and Director of Trading and Operations

Tracy has been a vital member of the Heritage team since 2003. She is a former licensed schoolteacher of mathematics, and her mathematics background has been instrumental in bringing additional efficiency to the trading department. In her free time, Tracy enjoys spending time with her family and friends around her hometown of Lighthouse Point.