“Tomorrow hopes we have learned something from yesterday.”– JOHN WAYNE
Heritage Update
Election Year Drama
Every four years as we prepare to cast our presidential ballots, pundits highlight reasons for concern, suggesting the stakes are higher than ever. However, this sense of urgency is nothing new and the market’s reaction to the results is unpredictable. For more insights on maintaining perspective during presidential elections, read our article titled “Markets and Presidential Elections.”
Heritage in the Community
In May, for the second consecutive year, Heritage employees partnered with the South Florida Audubon Society to restore a dune on Pompano Beach. The Heritage team spent the morning removing litter and invasive plant species, allowing the native landscape to flourish. The restored dune is just south of the
Pompano pier and commemorated by a sign, so keep an eye out if you walk by!
Thanks for the Referral
Over the years, we have had the privilege of helping our clients to achieve financial peace of mind during their lifetimes and to leave a legacy after they are gone. If you or someone you know could benefit from the financial expertise of the Heritage team, we would welcome an introduction.
Employee Profile
Ely Rosario
Operations Associate
Ely has been a valuable member of our Operations team since 2018. She holds a bachelor’s degree in business administration from Strayer University. Ely helps support multiple Wealth Managers and their clients. She is fluent in Spanish, and enjoys playing volleyball and spending time with her husband and son.