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Heritage Perspective

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Heritage Perspective

3rd Quarter 2023

Regardless of whether you have been receiving Social Security benefits for an extended period or are still years away from applying, a common worry revolves around the program’s long-term financial stability. The fact is that, according to the Social Security Administration’s analysis, the program is unsustainable, and its reserves are projected to run out by ... Read More

Heritage Perspective

2nd Quarter 2023

Heritage Perspective

1st Quarter 2023

Heritage Perspective

4th Quarter 2022

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2nd Quarter 2022

Heritage Perspective

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4th Quarter 2021

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3rd Quarter 2021

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1st Quarter 2021

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3rd Quarter 2020

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2nd Quarter 2020

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Pompano Beach

2480 NE 23rd Street
Pompano Beach, FL 33062
(954) 785-5400

Tampa

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Tampa, FL 33606
(813) 258-1759

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6900 Tavistock Lakes Boulevard
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