Heritage Wealth Advisors

11/05/2026

Economic growth and a resilient labor market have continued to support markets, but rising federal debt, shifting monetary policy, and higher long-term borrowing costs present important considerations for investors. At the same time, the 10-year Treasury yield has risen nearly one percentage point since 2025, creating challenges for many fixed-income investors while also opening opportunities for those seeking higher after-tax income.

In our upcoming Market Update event, we'll break down the leading market trends and economic indicators and what they could mean for the future. We'll also discuss the impact higher yields are having on the municipal bond market and opportunities we see for long-term investors.

This free virtual event takes place tomorrow (Friday), November 6, at 10am PT—RSVP today at the link: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

11/04/2026

A strong second quarter for S&P 500 earnings was supported in part by approximately $150 billion in combined investment gains reported by Google and Amazon from holdings in SpaceX and Anthropic. While these gains contributed significantly to earnings growth, investors should consider what they may mean for future expectations.

These dynamics present both challenges and opportunities—which our investment team will unpack in our upcoming Market Update workshop.

Join us this Friday, November 6, at 10am PT to hear more around the current state of the economy, inflation, equities, fixed income, and more—plus ways to mitigate negative impact from and take advantage of market volatility. RSVP for this free event here: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

11/02/2026

Check out our latest feature in Cascade Business News, in which we share how we're helping clients reduce their tax burdens by deferring tax on real estate gains—one of the top tax strategies our clients have seen success with: https://cascadebusnews.com/year-end-tax-strategies/

You can learn more about this & other techniques we have seen make the biggest impact on our clients' financial goals by joining our Year-End Tax Strategies workshop next Friday, 11/13, at 10am PT. RSVP at the link to learn which strategies you may still be able to take advantage of by the end of the year: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/39/

For many busy families, tax planning largely consists of finding the time to file a tax return by April 15 each year. But from our experience working with successful clients, true tax planning has some distinctive differences: It involves experts working on your behalf, and it looks ahead. We recent...

10/31/2026

Happy Halloween! Whether you're carving pumpkins, trick-or-treating, or watching scary movies, we hope you're enjoying the holiday.

What did you dress up as? Share with us in the comments below 🎃

10/29/2026

Higher interest rates have created challenges for borrowers and added pressure to portions of the economy, but they've also created opportunities for investors seeking to generate higher after-tax income from their portfolios. As markets adjust to shifting monetary policy and changing economic conditions, investors face an increasingly complex environment.

Our investment team is here to share which scenarios we believe are most likely in the final installation our quarterly Market Update event series for 2026. Join us next Friday, November 6, at 10am PT for a discussion on the current investing environment, as well as systemic risks and opportunities informing our long-term outlook. We'll also cover strategies you can take to both mitigate negative impact from and take advantage of market volatility.

RSVP to the event here, and feel free to share with those who could benefit—all are welcome: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

For a preview of what we've covered so far this year, you can view our recaps & white papers from our prior 2026 events in this series on our website: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/financial-videos-downloads/

10/29/2026

If your tax planning strategies primarily focus on how to reduce your taxes on April 15, you may be overlooking major opportunities to influence the taxes you pay over time.

Filing tax returns accurately is important. But with our clients, we’re finding tremendous value in coordinating with their CPAs to help them move beyond the process of filing returns and identifying ways to look ahead with proactive strategies, allowing them to exert far more control over the taxes they ultimately pay.

Join us for our final Year-End Tax Strategies workshop of 2026 to learn several planning techniques that can make a meaningful difference in your tax burden down the road—with a focus on those that can be implemented before December 31. RSVP for the free virtual workshop on Friday, November 13, now: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/41/

10/22/2026

After a strong year for equities, U.S. public and private equity valuations now equal approximately 3.5 times annual U.S. GDP—well above the roughly 2.0 times level reached during the dot-com bubble. Our investment team has analyzed several possibilities and potential outcomes for the investing landscape moving forward, and what it could mean for you, which we'll cover in our upcoming Market & Investment Update workshop. We'll also share our views on longer-term risks to retirement portfolios and the other forces that are most driving our outlook.

Join us Friday, November 6, at 10am PT for insight from our investment team on the potential outcomes you could face and how to prepare for them—as well as opportunities being created across today's market environment. RSVP here, and feel free to share with your friends: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

10/21/2026

Despite ongoing economic and market uncertainty, the U.S. economy has remained resilient. A strong second quarter for S&P 500 earnings reflected double-digit revenue growth, continued investment in artificial intelligence, and sizable gains tied to private-company holdings. Economic growth and a healthy labor market continue to support the outlook, even as higher long-term borrowing costs present important considerations for investors.

However, the path forward is not without challenges. Rising federal debt, shifting monetary policy, and higher interest rates may create pressure in some areas of the economy while opening opportunities in others. In our upcoming Market Update event, our investment team will analyze the leading market trends and current economic indicators, and what they could mean for the future.

Join us for this virtual workshop on Friday, November 6, at 10am PT to hear our investment team unpack the trends we are incorporating in client portfolios—plus ways to use market volatility as a tool for meeting your retirement needs: https://www.ameripriseadvisors.com/team/heritage-wealth-advisors/lp/event/40/

10/17/2026

Flashing back to the first evening of our annual post-Summit Wilderness Retreat earlier this month! It was our first time in a couple of years reviving our tradition of a weekend getaway in the woods, but it's always a great opportunity to disconnect from the outside world, decompress after a few jam-packed days together and socialize in a more relaxed setting.

This year we chose Dash Point State Park for our rustic weekend, and the first night brought good company, a beautiful sunset, and lots of laughs around the fire—a great start to an incredibly enjoyable weekend.

10/15/2026

One of the highlights from our recent all-team Summit was a set of sessions dedicated to recognizing and celebrating each other for bringing our core values to life. Team members nominated one another before the Summit, and our Client Service Manager (and unofficial gratitude czar) Anne Pettingill shared these acknowledgements with the full team each day.

Throughout the recognition program, we heard countless examples of teammates stepping up for one another, embracing continuous improvement, leading through periods of change, and going above and beyond for our clients. Whether supporting a colleague, improving a process, or helping ensure a family receives an exceptional experience—these actions may seem small in the moment, but their impact compounds over time, and we wanted to take some of our valuable time while we were all gathered together to highlight this.

At HWA, we believe there’s a direct connection between the culture we create internally and the experience we deliver to clients. Our team members have shared that when they feel valued and recognized for living out our core values, it helps them feel even more motivated to bring their best every day, and only serves to strengthen the culture that helps us serve clients at the highest level. That’s what makes recognition so important—and it’s one of the many reasons we’re proud of this team we’ve built.