Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your familyís education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals. In todayís ever changing investment landscape, itís simply not enough to create a static asset allocation and forget about it. We take a very proactive approach with your portfolio, monitoring it 24/7 and making necessary adjustments as we seek to deliver superior investment returns.
New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more
Simple steps to calm the financial jitters
Got a case of the financial jitters? You're not alone. A recent survey of 1,000 American adults by Thrivent Financial for Lutherans and "Kiplinger's Personal Finance" magazine found that most Americans are still struggling with or worried about their finances. more
Tips for newlyweds to talk about money
If you haven't yet butted heads with your mate over money, chances are you will one day. No matter how compatible a couple is or how much they adore each other, money and how to manage it can still be a source of conflict - even in the best of marriages. more