Heritage Update
Place Your Bets
As football season returns, it is tempting to view the stock market like weekly game matchups, full of clear favorites and easy wins. However, like point spreads for games, stock prices already reflect widespread expectations, making investment outperformance far from simple. For more on this perspective, see our article titled “What Football Can Teach Us about Investing.”
Heritage in the Community
This summer, Heritage employees will once again partner with the South Florida Audubon Society to restore a sand dune in Pompano Beach. The team will work to remove trash and invasive plant species to help preserve the natural habitat. If you are walking south of the Pompano Beach Pier, be sure to look for the Heritage sign marking the dune we helped restore.
Time for a Tune-Up
As we move through the second half of the year, it is a natural time to revisit your financial plan to review cash flow, tax strategies, and long-term goals. Periodic adjustments today can help keep your plan aligned for years ahead.
Employee Profile
Freddy MacLean, CFA, CFP®
Associate Wealth Manager
Freddy joined Heritage in 2021 as an Associate Wealth Manager after earning a bachelor’s degree in mathematical business from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER® practitioner and Chartered Financial Analyst® charterholder with prior experience at Dimensional Fund Advisors, where he supported advisors in the areas of investments, client messaging, and business strategy. Outside of work, Freddy enjoys fishing and spending time on the water with family and friends.