“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”– JOHN C. BOGLE
Heritage Update
The Sophistication of Simplicity
Most people value simplicity in their lives. Heritage has built a simple, yet sophisticated investment process around the uncertainty that exists in the markets. The best strategy is to implement a solid long-term plan, always remain disciplined, eliminate any emotional response to short-term market events, and ultimately realize the long-term profits that the market has to offer.
Heritage Gives Back
Heritage Investment Group is proud to support our local communities. We recently participated in a fundraiser for Our Father’s House Soup Kitchen and will support Wreaths across America this fall to honor our Veterans buried in the Pompano Beach cemetery. Our regional office in Orlando has volunteered time with the local VA and the new Ronald McDonald House in Lake Nona.
Happy Holidays
As we move into the holiday season, all of us at Heritage wish you and yours good health, much happiness, and joyful celebrations with family and friends.
Employee Profile
David Teas, CFA, CFP®
Wealth Manager and Partner
David has been part of the Heritage wealth management team for over 5 years. David works primarily with those clients who desire a high level of financial planning as part of their investment program, and is one of the few members of our team who holds the designation of Certified Financial PlannerTM (CFP®) as well as the Chartered Financial Analyst designation. David, his wife and two young children live in Parkland.