Insights

In this issue, delve into a 2023 year in review along with a Market Update from Jeremy. Discover important Schwab reminders and read a letter from Bette and Andy Hanson, the retired founder of Hanson Financial. You’ll also catch up with the personal happenings of the Heritage Financial team …

In this issue, get economic insights about the recession so many “experts” are predicting from Managing Partner and Wealth Advisor Doug Gjerde, MBA, CFP®️, CEPA along with a feature on blended family finances from Wealth Advisor Stephanie Lee, FPQP®️. You’ll also read about what …