Heritage Wealth Management Group

08/02/2022

Recession: “To be or not to be? That is thy question…” As a professional in the world of finance, economics, and wealth management, I would suggest the majority of us in the financial services industry understand the actual definition of recession no matter how much media outlets would like to define, redefine, or ignore this phenomena within the virtual internet dictionary. What do the numbers suggest? How should we look at the numbers? Is it a sign of more things to come, or an opportunity in what has been a discount in the market the past two quarters? We hope you enjoy our Chief Investment Strategist’s latest reflections July 2022. Cheers!

The recent market rally of July has given investors respite in light of the Fed's current rate policy to take things month to month. Is this a sign of better things to come, or just part of a bear market squeeze?

04/09/2021

“Europe is so well gardened that it resembles a work of art, a scientific theory, a neat metaphysical system. Man has re-created Europe in his own image.”
– Aldous Huxley

Our March Market Commentary is here!

Read it here: https://hwmgroup.com/your-oh-march-2021-commentary/

03/23/2021

"Inflection points contain a quality uniquely their own. They provide the observer the ability to gaze upon both past and future simultaneously though with the act posing a risk of confusing one for the other..."

Check out our February Commentary here: https://hwmgroup.com/both-sides-now-f…-2021-commentary/

03/04/2021

"Inflection points contain a quality uniquely their own. They provide the observer the ability to gaze upon both past and future simultaneously though with the act posing a risk of confusing one for the other..."

Our February Commentary is finally here! Check it out here: https://hwmgroup.com/both-sides-now-f…-2021-commentary/

02/11/2021

It can be easy to get swept up into catastrophizing the situation once your thoughts become negative…remind yourself that there are many other potential outcomes.” – Amy Morin
...Check out our new commentary here!

https://hwmgroup.com/sell-the-gloom-buy-the-boom-january-2021-commentary/

01/07/2021

“Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passion, they cannot alter the state of facts and evidence.” -John Adams, the 2nd President of the United States

Read our December 2020 Market Commentary here:

https://hwmgroup.com/heads-tales-december-2020-commentary/

12/04/2020

November may not have included Christmas but it certainly left investors feeling thankful. Read our commentary on market happenings in November here:
https://hwmgroup.com/rotation-flirtation-november-2020-commentary/

11/03/2020

Some interesting new insights on the economy's continued recovery as we head into the cooler months of the year....
Read more in our latest market commentary: https://hwmgroup.com/know-member/

10/06/2020

September was a month that market technicians live for. Read more about the market movements of September in our latest commentary:
https://hwmgroup.com/vive-la-resistance-not-september-2020-commentary/

09/10/2020

The headlines of the stories detailing the stock market’s return in the month of August are the material of which investor’s fondest summer dreams are made. Read our August 2020 Market Commentary for our thoughts on the current ebbs and flows of the stock market.
https://hwmgroup.com/the-apple-of-your-i-shares-august-2020-commentary/