Inside the Markets:
Episode 1

Investment Management

You may be familiar with our quarterly video series, where we discuss our market outlook and our portfolio positioning. We seek to deliver a superior experience, and we’re constantly looking for ways to improve, including the manner in which we share content. We are pleased to launch a podcast on our latest investment insights and how to help you achieve your financial goals.

In our first episode, Dee Ann Remo, CEO, joins Cary Baronian, Director of Investments, to discuss the rapid change in interest rates and the impact it has on many parts of the market.

Presented by:

Dee Ann Remo, CFP®, PFS, CPA, CEO

Cary Baronian, CFA®, Director of Investments

By Heritage Wealth Advisors
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Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net.

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