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Quarterly Commentary

1st Quarter 2025 Commentary

Financial headlines in the first quarter were dominated by conversation around tariffs. Just a few weeks after the Trump administration was in place, the first set of new tariffs was announced. Later in the quarter, the trade war escalated as countries threatened to take retaliatory measures. Questions and concerns started to arise as President Trump ... Read More

4th Quarter 2024 Commentary

3rd Quarter 2024 Commentary

2nd Quarter 2024 Commentary

1st Quarter 2024 Commentary

4th Quarter 2023 Commentary

3rd Quarter 2023 Commentary

2nd Quarter 2023 Commentary

1st Quarter 2023 Commentary

4th Quarter 2022 Commentary

3rd Quarter 2022 Commentary

2nd Quarter 2022 Commentary

1st Quarter 2022 Commentary

4th Quarter 2021 Commentary

3rd Quarter 2021 Commentary

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Pompano Beach

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

Tampa

115 South Fielding Avenue
Tampa, FL 33606
(813) 258-1759

Orlando

6900 Tavistock Lakes Boulevard
Suite 400
Orlando, FL 32827
(800) 684-9139

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  • Call Heritage
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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