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Most people want to build some level of personal wealth over the course of their lifetime. Equity management is a critical aspect of building such wealth. Whether you’re a homeowner, a business owner, or a stock market investor, managing your equity wisely can be decisive in achieving long-term financial security. Here’s what equity management is, […]
Since the invention of money, people have found ways to grow it and, unfortunately, ways to lose it. New products, asset classes, and services constantly emerge, each promising unprecedented returns on investment. However, regardless of what’s trending in the markets, it’s essential to understand the basics—the time-tested strategies that investors have long relied upon to […]
Read More… from Mastering Your Investments: The 4 Essential Types of Portfolio Management
We all know early retirement planning might not be the most exciting thing in the world, but it’s an important part of securing your future. That’s why the Family Heritage Trust Company is here to guide you through all of the ins and outs of preparing for retirement. We hope you’ll use our guide to […]
Written by: Caroline James An unfortunate passing of a loved one is a devastating event for the spouse of the deceased. Older family members in particular may require additional assistance with day-to-day tasks after losing a spouse. Inheriting the financial assets and responsibilities of another individual can be confusing and complicated, but you can take […]
Read More… from How to Help a Grieving Senior with Important Financial Decisions
Do you know what a trust is? If you don’t, you’re not alone. With so many financial terms we’re expected to know, some of them will fall through the cracks. That’s what The Family Heritage Trust Company is here for. A trust is a legal arrangement that involves three parties: the settler or grantor, the […]
Are you planning for retirement? Maybe you’re wondering if you’re financially ready to leave the job market. You aren’t alone. Did you know that an astonishing 56% of Americans don’t feel ready? Maybe you’re thinking that it’s time to start investing but the words, “stock market,” or “Wall Street” make a chill run down your […]
Read More… from The Family Heritage Trust Company: Why Invest with Us
