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Friday, February 19, 2021

Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill.The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%....

 

Wednesday, February 10, 2021

On February 8th we celebrated Jan White's 10th anniversary with Heritage Wealth Management. Jan is a pleasure to work with and we are so appreciative of all her hard work. Thank you for all you do, Jan!

 

Wednesday, January 20, 2021

As we’ve seen, data breaches, such as the Russian-based SolarWinds attack that was announced late last year, can have major impact on online security. In light of these recent data breaches, we wanted to send along some tips to...

 

Friday, December 18, 2020

We wish you a very happy new year! As we close in on year-end, a common topic of conversation amongst friends and family is what resolutions they vow to make in the new year. One of the top kind of resolutions deal with finances in...

 

Saturday, November 21, 2020

As the leaves fall and the sweaters come out, autumn is typically the time of year when many are feeling the financial effects of vacation-packed summers. This year there’s likely an additional element impacting you...

 

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Thursday, October 15, 2020

Despite a shift in focus towards the fast-approaching presidential election, vaccine development remains a source of good news. Moderna – one of the leading COVID-19 vaccine developers – stated that it will not enforce...

 

Wednesday, September 16, 2020

Vaccine development continues to a be a source for good news in the fight against COVID-19. AstraZeneca announced its vaccine candidate entered the final stage of testing in the US, while Moderna, Pfizer and BioNTech have vaccine...

 

Thursday, August 27, 2020

Hermitage Wealth Management is pleased to announce that J. Cory Hoffer has been named as of the 2020 Financial Times 401 Top Retirement Advisers (FT 401). The FT 401 aims to provide a list of professionals who specialize in advising...

 

Thursday, August 13, 2020

There are a few important documents that are imperative to know where they are at all times and ensure they are protected from theft and in case of emergency. Often times, these documents can be difficult to find when needed most, so...

 

Tuesday, February 25, 2020

ADVISOR GROUP ANNOUNCES COMPLETION OF MERGER WITH LADENBURG THALMANN FINANCIAL SERVICES TO CREATE INDUSTRY’S LARGEST NETWORK OF WEALTH MANAGEMENT FIRMS Transaction Expands Advisor Group’s Industry Leadership, with...

 

Tuesday, January 21, 2020

We are excited to announce that Adam Hall and Patrick Toohers have joined our team.

 

Monday, May 20, 2019

“On Friday May 10th, one of our financial advisors, Russell Munn and his now wife Danielle Orlandi got married. We are so happy for these two and wish them years of wealth and happiness!”

 

Tuesday, January 29, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...