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Tag: economic challenges

Future-Proofing Your Retirement: Tackling Economic Volatility in 2024

If you listen to the “talking heads” in the media these days, you’ll hear about the potential for a recession in 2024, continued inflation, higher-than-normal interest rates, and, if that isn’t enough, the impact of a presidential election year. It all adds up to an unpredictable market and some volatile conditions. So, what does this mean for your investments and retirement plans, and what can you do to prepare for these market conditions?   Doing nothing may not be an option. […]   Read More
Retirement Planning
Date: December 4, 2023
Paul Schatz, President, Heritage Capital

Fed Should NOT Taper!

Paul Schatz, president of Heritage Capital, typically lets it all hang out when expressing his views on markets, economics and sometimes even politics. An active asset allocator and adviser with 25 years’ experience, Mr. Schatz is on board with the Federal Reserve‘s quantitative-easing policy and would even like to see it extended beyond early next year, when the Fed is expected to start tapering its $85 billion in monthly bond purchases. InvestmentNews: Do you think it’s time for the Fed […]   Read More
Paul's Insights
Date: November 25, 2013
Paul Schatz, President, Heritage Capital

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The team at Heritage Capital has been helping people retire with confidence for over 30 years. We use active investment management and comprehensive financial planning to help you control your risks, so you can have a successful retirement no matter what happens with the markets or your world.
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