August 2, 2016


MILLION DOLLAR PRACTICE Are you a young dentist and striving to produce 1 MILLION in revenue? Do you have a plan to reach this goal? Do you find yourself hitting a ceiling of production and need some custom motivation to reach your goals? #dentist see the value in working with experienced professionals. #wealth planners with business experience are not any different! Heritageinvestor So above in the video, we have described how you can make your first million dollars. If you liked the video and enjoyed it then please don’t forget to share it with others on social media and other platforms.
July 20, 2016

What U.S. Investors Need to Know About Brexit

What U.S. Investors Need to Know About Brexit Hey Guys, this is Justin Goodbread, Certified Financial Planner and Co-CEO of Heritage Investors with a special edition video update on Britain’s recent vote to exit the European Union. With all of the market turmoil, we felt this was a good time to reach out and share our perspective. Please stay tuned at the end for a required disclosure statement. We’re going to answer five main questions in this call: What is the Brexit, and why does it matter? How could the Brexit affect U.S. markets? What impact could the Brexit have on the global economy? How could the Brexit affect the U.S. economy? And what should investors be doing right now? So, let’s start by taking a step back and asking: How did Britain get here? To answer that, we have to go back in time and take a look at […]
April 19, 2016

VIDEO: April 2016 Education Economic Update

April 2016 Education Economic Update March 2016 was interesting for us in the markets. Here is the script for our video. Heritageinvestor Planningisfun Hey Guys, this is Justin Goodbread with Heritage Investors bring you this April 2016 educational economic update. In this video, we’ll talk about some of the economic events that influenced markets in the last month, and give you some insight into what they could mean for you as an investor. Please stay tuned at the end for a required disclosure statement. After several rocky months for financial markets, March turned out several straight weeks of gains, giving investors hope for the Spring. Let’s talk about what happened. After months of strength, the U.S. dollar weakened against other currencies. A strong dollar makes domestic goods more expensive to foreign buyers, which has hurt corporate profits. A comparatively weaker dollar will help make U.S. products more competitive on the […]
April 4, 2016

4 Questions you MUST ask the Financial Planner BEFORE you hire them

March 23, 2016

Video: When should you buy a house?

February 19, 2016

Video: February 2016 Educational Update