info@heritageinvestment.com
954 785-5400
Contact Us
Client Access
  • About Us
    • Who We Are
    • Professionals
    • FAQs
  • Wealth Management
    • How We Work
    • Our Services
    • Wealth Management Process
    • Investment Philosophy
    • Case Studies
  • Resources
    • Articles
    • Newsletters
    • Quarterly Commentary
    • News & Updates
    • Videos
Menu
Client Access

Quarterly Commentary

2nd Quarter 2023 Commentary

Financial markets were relatively steady during the second quarter of 2023 compared to the previous few quarters. Despite worries about the economy, the ongoing war in Ukraine, and the recent turmoil among the regional banks, financial markets had strong performance across the globe. Equity markets were led by the United States. The S&P 500 Index ... Read More

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

2nd Quarter 2021 Commentary

1st Quarter 2021 Commentary

4th Quarter 2020 Commentary

3rd Quarter 2020 Commentary

2nd Quarter 2020 Commentary

1st Quarter 2020 Commentary

4th Quarter 2019 Commentary

1 2 Next >

Get updates from Heritage

Subscribe

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

©2023 Heritage Investment Group.

Landscape photography by Andrew Vernon

Disclosures

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