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Heritage Perspective

Quarterly Newsletters

Heritage Perspective

3rd Quarter 2025

With trillions in government debt already on the balance sheet and continuing deficit spending anticipated, it is widely believed that it is not a question of if we will hit the tipping point, but when. If our elected officials are not able to get our fiscal house in order, it may be the bond market’s ... Read More

Heritage Perspective

2nd Quarter 2025

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1st Quarter 2025

Heritage Perspective

4th Quarter 2024

Heritage Perspective

3rd Quarter 2024

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2nd Quarter 2024

Heritage Perspective

1st Quarter 2024

Heritage Perspective

4th Quarter 2023

Heritage Perspective

3rd Quarter 2023

Heritage Perspective

2nd Quarter 2023

Heritage Perspective

1st Quarter 2023

Heritage Perspective

4th Quarter 2022

Heritage Perspective

2nd Quarter 2022

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1st Quarter 2022

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4th Quarter 2021

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Pompano Beach

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Pompano Beach, FL 33062
(954) 785-5400

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Tampa, FL 33606
(813) 258-1759

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Suite 400
Orlando, FL 32827
(800) 684-9139

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  • About Us
    • Who We Are
    • Professionals
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  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos