“Life starts all over again when it gets crisp in the fall.”

Heritage Update

The More Things Change, The More They Stay

The Same Headlines from today often make us feel like the markets, and the world, are headed for a calamity. However, past headlines have always contained predictions of imminent disaster, yet markets and global economies have continued to grow. At Heritage, we have always taken an unemotional, disciplined approach to investing; we recognize that a patient, diversified approach produces real results for our clients over time and through many different market and economic cycles.

Fall is Here!

Fall is a time to savor the changing colors of the leaves and to prepare for winter. It is also a good time to take stock of your investment portfolio and to prepare for year-end. It is a perfect time to think about tax loss selling (if appropriate), IRA distributions, beneficiary changes, and to generally review your investment plan to ensure that you are well prepared for the coming year and your financial future.

Heritage Named to CNBC FA 100

The CNBC FA 100 celebrates forward-thinking advisory firms that continue to uncover new and better ways to help clients navigate through their complex financial lives. Heritage Investment Group is honored to have been selected from a list of thousands of firms based on criteria such as years in business, average account size, and total accounts under management. Heritage is proud of the work that we do and the trust that our clients place in us.

Employee Profile

Kim Zeman

Kim Zeman

Marketing/Operations Associate

Kim joined Heritage in 2006 following a 20-year career with Charles Schwab. Her primary duties are marketing and event planning, working closely with Joe Gitto, Director of Business Development. She also provides support for our operations team and numerous Heritage clients. Kim is active in the community through the Daughters of the American Revolution and has held many positions in the local Lighthouse Point chapter as well as at the State and National levels. She is also active in the Hillsboro Lighthouse Preservation Society and serves on their gala committee. Kim and her husband enjoy spending most of their leisure time on their boat.