Patricia Himes, Author at Heritage Wealth Advisors

Third Quarter 2019: Market Outlook

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 [...]

Navigating the Complexity of Section 199A. Section 199A is arguably the most impactful provision of the 2017 Tax [...]

First Quarter 2019 Market Outlook & Portfolio Insights Call. To listen to the replay of the January [...]

First Quarter 2019: Market Outlook & Portfolio Insights. Click here to view PDF. “Both optimists and pessimists [...]

Qualified Charitable Distributions from IRAs. As we continue year-end planning discussions, many of our clients are showing great [...]

Year-End Planning Under a Changing Tax Code. Executive Summary At Heritage Wealth Advisors, we consider tax planning to [...]