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Greetings,   As you may have already seen in the news, Equifax announced a massive criminal security breach last Thursday that potentially compromised the personal data of 143 million consumers, including names, birth dates, addresses, Social Security numbers and some credit card numbers. You may be wondering if there is…
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If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce with more expenses and liabilities than ever before.   As such, financial planners recommend that you take money matters seriously. If you're graduating from college, here's…
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The Federal Reserve Board (the Fed) is holding one of its planned policy meetings as I am writing this. In June, the Fed stated that inflation is below its 2% target, and we are near full employment in the U.S. Despite this fact, it raised the federal funds rate (FFR)…
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20 Jul 2017
  [embed]https://www.youtube.com/watch?v=fV9LlGhNqZY&feature=youtu.be[/embed]   Hello, I’m Brett Carleton. President here at Heritage Wealth Management. I wanted to take a minute today and talk to you about what a fiduciary is. This has become a topic of conversation in media this past year as the US Department of labor has passed a…
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14 Jul 2017
Don’t get taken by surprise when these expenses creep up on you.   Times are rough. We understand. It’s hard enough to find the money to cover your daily living expenses, so the idea that you should put away “extra” money for a rainy day seems preposterous.   But it…
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