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Tag: high net worth investing

Heritage Capital Uses Active Management to Help Reduce Investing Anxieties

Are you worried about the potential for market turbulence as we approach the end of the year? If so, you’re not alone. Millions of Americans share that concern due to inflation, a national debt that exceeds $34 trillion, unsettled global conditions, and an election year.  You want to lower your concern level and be positioned to take advantage of buying opportunities in case the market overreacts. This is the role of active investment management during turbulent market conditions.  You may […]   Read More
Investing
Date: June 24, 2024
Paul Schatz, President, Heritage Capital

How Can a High Net-Worth Individual Fortify Investments?

These can be challenging times for investors. As I’ve mentioned before, the classic 60/40 investment portfolio is not the reliable go-to it was for decades. The economy and stock market both tend to be cyclical, so they should improve over time. However, that probably won’t happen overnight. This is why having a well-diversified investment portfolio is always a good idea. What follows are some additional tips to consider.  This article considers these topics:  Resist the urge to sell when the […]   Read More
Investing
Date: December 27, 2022
Paul Schatz, President, Heritage Capital

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  • 1 Bradley Road, Suite 202
    Woodbridge, Connecticut 06525
  • (203) 389-3553

About Us

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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