“There are no secrets to success. It is the result of preparation, hard work, and learning from failure.”– COLIN POWELL
Heritage Update
I Owe You
With trillions in government debt already on the balance sheet and continuing deficit spending anticipated, it is widely believed that it is not a question of if we will hit the tipping point, but when. If our elected officials are not able to get our fiscal house in order, it may be the bond market’s unwillingness to roll US debt at cheap rates that forces our hand. For more insight on the potential journey ahead, read our article titled “Where is the Tipping Point?”
Scub4Good
Heritage was proud to support this year’s Scuba4Good Music Fest, an annual fundraiser benefiting Scuba4Good. The organization’s mission is to make adaptive diving more accessible for any adult, child, or veteran with a disability. You can visit https://scuba4good.com/ for more information and to learn about future events.
Common Sense
Warren Buffett’s remarkable track record boils down to common sense investing: stay disciplined in the face of market turmoil, invest consistently, and focus on the long haul. His success reminds us that patient, methodical habits often outperform flashy strategies. For more, read our article titled “Timeless Wisdom from Warren Buffett.”
Employee Profile
Jeff Realejo, CFP®
Wealth Manager
Jeff joined Heritage in 2017 and has a bachelor’s degree in finance from The University of Rhode Island. He is also a Certified Financial Planner® practitioner. Jeff is an active member of the Exchange Club of Pompano Beach and frequently participates in community events. When he is out of the office, Jeff enjoys golfing and spending time with his wife and daughter.