Heritage Investors in the Media

As part of our goal to provide education about the complexities of financial topics, we have been published in many publications around the world. Below are just a few of our articles published in media outlets that you can click to read.

For more articles that the staff of Heritage Investors has written, visit our Financially Simple learning center.


Financial Lessons from the Great American Eclipse
—Investopedia, August 2017

Should You Pay Off Your Mortgage or Invest Your Money
—The Wallet Street, August 2017

Seven Tips To Protect Investors During A Stock Merger And Acquisition Deal
—Forbes, August 2017

Should Investors Take the Buffett Challenge?
—Investopedia, August 2017

The Importance of Having an Emergency Fund
—Yahoo Finance, August 2017

Hiring a Qualified Financial Advisor: 5 Key Traits
—Investopedia, August 2017

Invest or Pay Off Your Mortgage? How to Decide
—Nerd Wallet, August 2017

Five Mistakes Young Adults Must Avoid When Investing
—Forbes, August 2017

Eights Tips For Protecting Yourself Against Unexpected Downturns
—Forbes, August 2017

Classic Money Advice You May Want to Avoid
—Investopedia, July 2017

Eight Tips For Budgeting While Struggling With Student Loan Payments
—Forbes, July 2017

The Differences Between Financial Professionals
—Investopedia, June 2017

Avoiding the Pitfalls of a Long-Term Retirement
—Investopedia, June 2017

How to Determine If You Can Really Retire Early
—Investopedia, June 2017

Eight Exciting Side Effects Of Mobile Payments Going Mainstream
—Forbes, June 2017

Seven Myths About Retirement Investing That People Need To Ignore
—Forbes, June 2017

12 Essential Steps to Help Keep Your Retirement Strategy on Track
—Forbes, May 2017

Budgeting Mistakes and How to Fix Them
—Nerd Wallet, May 2017

How Automation Will Change the Accounting Industry
—Forbes, May 2017

Eight Finance Books That Everyone Should Read
—Forbes, May 2017

Five Financial Steps For Surviving The Loss Of A Spouse
—Forbes, May 2017

5 Apps to Help You Track Your Finances
—Investopedia, April 2017

How a 401(k) Could Lower Your Small Business Taxes
—Investopedia, April 2017

Save for College With a 529 or Coverdell ESA Plan
—Investopedia, April 2017

You Can't Afford Not to Hire A Certified Financial Planner
—Investopedia, March 2017

Secure Your Financial Future With These 3 Steps
—Investopedia, March 2017

24 Investing Statistics You Need To Know
—Investopedia, February 2017

The Roles Fear and Greed Play in Investing
—Investopedia, February 2017

Eight Cost-Saving Areas Your Business Should Audit
—Forbes, March 2017

Seven Ways To Keep Your Financial Information Secure Online
—Forbes, March 2017

Should You Purchase Gold In Your Portfolio?
—Forbes, March 2017

How to be a Better Investor than the Experts
—Forbes article, February 2017

Summit Brokerage Advisor Accepted into Forbes Finance Council
—Investopedia, February 2017

Now that All Your 2017 Resolutions Are in Place
—Everything Knoxville, February 2017

Comprehensive Wealth Planning - A Life's Lesson I Will Never Forget
—Everything Knoxville, January 2017

Articles about Heritage Investors
—American Life Style Magazine, 2016-17


Concierge-Level Service for Financial Freedom
—Suit, September 2016

Successfully Navigating the Uncertainties in Wealth Management
—Everything Knoxville, July 2016

Broker vs. Wealth Manager
—Everything Knoxville, June 2016

Your Questions Answered
—Everything Knoxville, May 2016

Fees! Fees! Fees! Are Brokers Worth Their Fees?
—Everything Knoxville, April 2016

Eliminating the Uncertainty in Financial Planning
—Everything Knoxville, March 2016