“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.”

Heritage Update

A Safe Bet?

Investors often seek “safe” investments during times of uncertainty. Yet, too much safety can actually put your wealth at risk. Empirical evidence shows that a diversified portfolio with a commitment to the stock market best helps investors meet their long-term goals while keeping up with inflation. That’s one of the reasons why at Heritage, we’ve been focused on return and risk for over 25 years.

Giving Back

Heritage continues to support charities in our communities. In the first quarter, we will participate in Bowl Bash 2020, the Pompano Beach Exchange Club’s annual fundraiser. We will also sponsor Kart 4 Kids, a pro/am kart race to raise funds for Johns Hopkins All Children’s Hospital in St. Petersburg.

A Resolution Worth Keeping

By February of a New Year, 80% of people have given up on their resolutions. One important resolution to consider is an annual review of your investment plan. Now is a perfect time to work with your existing investment advisor, or find a qualified professional, to make sure your financial plan is up to date and that your goals are achievable. That’s a resolution worth keeping.

Employee Profile

Erik Johnson

Erik Johnson

Wealth Manager

Erik hails from the Midwest and joined the Heritage team in 2011 in our Orlando office. Erik is responsible for portfolio management, client service, and marketing, primarily in the central and northern Florida region. Erik holds a bachelor’s degree in business management from the University of Akron and has over 20 years experience in the financial services industry. In addition to being an active Rotarian since 2002, Erik is also an avid gardener and when he’s not in the garden, he can be found camping and bicycling.