“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”

Heritage Update

Enlightened Investing

Successful investing is in part achieved by the wise implementation of patience and discipline. With this in mind, some Buddhist teachings about humility, self-control, and suffering can be useful in an investment context. For more, see our article titled “What the Dalai Lama Can Teach Us about Investing.”

Heritage Names to CNBC FA 100

For the fourth year in a row, Heritage Investment Group is honored to be selected as one of the top firms on the CNBC FA 100 list (published 10/4/2022). The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. To see CNBC’s full list and the methodology used, please visit CNBC FA 100.

Make Your Wishes Known

As the year comes to an end it may be a good time to take stock of your financial affairs to ensure everything is in order. One area often overlooked is ensuring your desires are protected in the event you are unable to make decisions for yourself. For more on the use of a power of attorney and a healthcare advance directive, see our article titled “Protecting What Is Yours.”

Employee Profile

Michelle Chin

Michelle Chin

Operations Associate

This year, Michelle is celebrating being a member of Heritage for 20 years. She is a key member of our operations department, supporting several Wealth Managers and their clients, as well as helping to train new hires in the operations department. During her time away from the office, Michelle enjoys playing volleyball and spending time with her family.