Inside the Markets:
Episode 3

In this latest episode, Dee Ann and Cary reflect on the volatility in the financial markets that began in early July. Listen below to their full conversation on the markets, Heritage’s investment positioning, and continued dedication to our clients. 

Presented by:

Dee Ann Remo, CFP®, PFS, CPA, CEO

Cary Baronian, CFA®, 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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