Patricia Himes, Author at Heritage Wealth Advisors

First Quarter 2020 Investment Perspectives

First Quarter 2020 Investment Perspectives Click here to view PDF. “Investment success doesn’t come from ‘buying good [...]

First Quarter 2020 Market Outlook Call. To listen to the replay of the January 14, 2020 call, [...]

The Secure Act: Taxpayers Receive a Holiday Surprise By Jonathan Fortin Congress and the President delivered an [...]

Fourth Quarter 2019: Market Outlook Click here to view PDF. Tariffs, an inverted yield curve, Brexit, a [...]

Fourth Quarter 2019 Market Outlook Call. To listen to the replay of the October 10, [...]

Third Quarter 2019: Market Outlook Click here to view PDF. On the heels of the strong rebound [...]

Third Quarter 2019 Market Outlook Call. To listen to the replay of the July 11, 2019 call, [...]

Second Quarter 2019: Market Outlook Click here to view PDF. What a difference one quarter can make... [...]

Second Quarter 2019 Market Outlook Call. To listen to the replay of the April 11, 2019 call, [...]

Financial Planning with an HSA. By Jack Lowe, CFP® Utilizing a Health Savings Account (HSA) is an [...]