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Inside the Markets: Episode 10

Financial & Tax Planning Investment Management

In this engaging episode, host Cary Baronian warmly welcomes Colin Frankenfield to the Heritage family. Colin enriches our discussion with a look back at his formative professional experiences and shares his excitement about our unique investment strategies, highlighting how our approach differentiates us in the ever-evolving market. He provides essential insights into the “Magnificent 7” stocks, noting their substantial growth but also the risks posed by their market concentration. Beyond his professional expertise, Colin offers a glimpse into his personal world, revealing stories that underscore his deep commitment to family values.

Presented by:

Cary Baronian, CFA® Managing Director of Investments

Colin Frankenfield, CFA® Director of Investments

By Cary Baronian
Managing Director of Investments
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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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