Are topics like retirement planning and investment goals often at the periphery of your mind? If you’re like many people, you know it’s important to set goals and then periodically check in as you work towards them. But...
Read MoreYou love a discount at your favorite retail store. Whether it’s a skirt or a piece of furniture, 15% off makes it more tempting. But when it comes to investing, that same 15% discount makes you feel like you might be throwing...
Read MoreFor many years, retirement planning seemed like setting goals for much later. Maybe it even seemed too far out to be taken seriously. But now you are ten years out from your anticipated retirement date, and things at this stage begin...
Read MoreWhen a global crisis like the pandemic hits the news, it’s hard not to get caught up in the panic. News stories can take on a feverish pace, with headlines churning out by-the-minute updates. What often comes next is a surge in...
Read MoreIt’s the crack of the bat, the taste of a kosher hot dog and the feel of excitement when your favorite player steps up to the plate. It’s watching your kid experience the wave for the first time, and all the memories you...
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Monday, November 1, 2021
Financial Quarter Back with Dave HindeLiving in the Midwest, I’ve always been a Chiefs fan, and the last couple years we’ve finally been able to go where we’ve always wanted to go — and that is the Super...
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Monday, November 1, 2021
The Advantages of Being Local with Dave HindeAt Heritage Investments, we are a local firm. Most of us grew up here right in St. Joe or in the Midwest. And even though we went to college outside of St. Joe, we came back. We think...
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Monday, November 1, 2021
Media Bias with Scott Hinde Clients always approach me and ask me, “Don’t you think the world is crazy? Are you sure we should be investing?” And I tell them, “The world is always crazy....
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Monday, November 1, 2021
The Four Percent Rule with Charles Hinde I want to spend a couple of minutes talking about retirement spending. One of the classic rules when it comes to retirement spending is the four percent rule. What does that mean? The idea...
Read MoreA Retirement Strategy to Help You Keep More of Your Money A sound retirement strategy requires a thorough understanding of the many factors that can impact your portfolio. One of those factors is the role required minimum distributions...
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Friday, October 15, 2021
Inflation Concerns AnsweredHey, this is Charles Hinde here at Heritage Investments. I wanted to talk to you about one of the key concerns we’re hearing from a lot of investors today — that’s inflation. We’re...
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Friday, October 15, 2021
Retirement Planning with Dave HindeHey, everyone, this is Dave from Heritage Investments. I want to take a minute or so today to talk about retirement a little bit. At Heritage, we really think that those retirement years are where we...
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Friday, February 26, 2021
With interest rates at all-time lows the question often comes up if it is a good time to refinance my mortgage. For many homeowners it is a great time to consider this. But before rushing to your local bank to fill out an application...
Read MoreInvestment Insights from the Advisers at HeritageDave Hinde: Hello, glad you could join us. My name is Dave Hinde; this is Charles Hinde. We’re with Heritage Investments, and we’re glad you could join us for just a little...
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Thursday, October 1, 2020
Investing Through an Election: Top 3 Investor Mistakes Through an Election At the start of 2020, many investors would have told you that the upcoming presidential election was likely to be biggest source of uncertainty this year.
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