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Heritage Perspective

Quarterly Newsletters

Heritage Perspective

2nd Quarter 2021

We have all heard that money cannot buy happiness, but it may be more accurate to say that money buys less and less happiness as you accumulate more of it. Money, like exercise or food seasonings, exhibits “diminishing returns”; the more you have, the less benefit you get out of having still more, and you ... Read More

Heritage Perspective

1st Quarter 2021

Heritage Perspective

4th Quarter 2020

Heritage Perspective

3rd Quarter 2020

Heritage Perspective

2nd Quarter 2020

Heritage Perspective

1st Quarter 2020

Heritage Perspective

4th Quarter 2019

Heritage Perspective

3rd Quarter 2019

Heritage Perspective

2nd Quarter 2019

Heritage Perspective

1st Quarter 2019

Heritage Perspective

4th Quarter 2018

Heritage Perspective

3rd Quarter 2018

Heritage Perspective

2nd Quarter 2018

Heritage Perspective

1st Quarter 2018

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4th Quarter 2017

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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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    • Who We Are
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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