PODCAST · business
Heritage Financial Advisory
by Heritage
At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to increase their return on life.
Episodes
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Heritage Insider Weekly | May 26th, 2023
Join Mike Desepoli for an update on the markets and the economy.
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Heritage Insider Weekly | May 5th, 2023
Join Mike Desepoli as he discusses the markets and the economy for the week ending May 5th, 2023.
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Heritage Market Update | March 22nd, 2022
Welcome to the Heritage Market Update for Tuesday March 22nd, 2022.
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Heritage Market Pulse | Friday March 18th, 2022
Welcome to the Heritage Market Pulse for Friday March 18th!
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Heritage Market Update | Tuesday March 15th, 2022
Join Mike Desepoli for the Heritage Market Update for March 15th, 2022
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Heritage Special Market Update | February 17th, 2022
Join Mike Desepoli for a special market update for Thursday February 17th, 2022.
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Heritage Market Pulse | Black Friday Edition
Welcome to the Black Friday Edition of the Heritage Market Pulse! If you were expecting a sleepy Friday, the stock market has other plans for you. Today all across the US economy businesses will slash their prices in hopes of attracting new customers and more sales. In keeping with the theme, we...
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Heritage Market Pulse | Friday November 19th, 2021
Welcome to the Heritage Market Pulse for Friday November 19th! The S&P 500 and Nasdaq edged higher to close, but the Dow took a hit and closed just under for the day. Investors are still digesting the combination of strong earnings, rising prices, labor shortages, inflation, and the future of the...
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Heritage Market Minute | October 11th, 2021
Welcome to the Heritage Market Minute for Monday October 11th! Markets are starting the week lower as the bond market is closed for Columbus Day. It's a busy week for the markets as earning season kicks off later this week, starting with the big banks. Earnings are always a critical part of our...
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Heritage Market Minute | October 4th, 2021
Welcome to the Heritage Market Minute for Monday October 4th! Markets have been ugly as of late, so we are taking some extra time this week to discuss market corrections and the role they play in extending the longevity of a bull market. Anytime the markets drop, investors first reaction is to…
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Heritage Market Minute | September 27th, 2021
Welcome to the Heritage Market Minute for Monday September 27th, 2021. Markets are starting the week off on a mixed note as the Dow Jones is higher and the Nasdaq is lower in Monday's session. Concerns about rising treasury yields have the market feeling uneasy, but our advisors think the market…
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Heritage Market Minute | September 20th, 2021
Welcome to the Heritage Market Minute for Monday September 20th! Markets are starting the week sharply lower as concerns about China's real estate contagion grip global markets. Couple that with the fact that Congress is locked in a heated debate over the approaching debt ceiling and you have a...
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Heritage Market Minute | September 13th, 2021
Welcome to the Heritage Market Minute for Monday September 13th! Markets look to shrug off a two week losing streak and build momentum into the end of the 3rd quarter. There's been a repeating pattern of higher opens and lower closes in the market the last two week, a sign of a very anxious…
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Heritage Market Minute | September 7th, 2021
Welcome to the Heritage Market Minute for Tuesday September 7th! Markets are kicking off the holiday shortened trading week in mixed fashion, with the Nasdaq higher and the Dow Jones lower on the day. The disappointing jobs report from Friday continues to hang over market, although it's not all…
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Heritage Market Pulse | Friday September 3rd, 2021
Welcome to the Heritage Market Pulse for Friday September 3rd! It's the last trading day before Labor Day weekend and the markets are relatively flat in a very subdued session. The big news we discuss today is the monthly jobs report covering the labor markets for August, as the actual number of...
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Heritage Market Minute | August 30th, 2021
Welcome to the Heritage Market Minute for Monday August 30th! Markets are building on their gains from last week after the Fed announced they would leave monetary policy unchanged for the time being. We will get a glimpse into the labor market recovery later this week with the big jobs report…
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Heritage Market Minute | August 23rd, 2021
Welcome to the Heritage Market Minute for Monday August 23rd! Markets are sharply higher to start the week, building on top of Friday's robust gains. Hurricane Henri turned into Tropical Storm Henri and left the East coast largely unscathed this weekend, and for that there is much to be thankful...
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Heritage Market Minute | August 16th, 2021
The pictures all over the news were disheartening this weekend with the Taliban increasingly taking control of Afghanistan as city after city, including Kabul, surrenders to the militant group at a pace that foreign policy ‘experts’ could never have imagined. The Taliban has gained control of the...
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Heritage Market Pulse | August 13th, 2021
Welcome to the Heritage Market Pulse for Friday August 13th! Markets are flat on the day and coming off all time highs yet again yesterday. The big economic news of the day is the consumer sentiment survey monthly reading plunged to it's lowest level in 5 months as investors grow concerned that…
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Heritage Market Minute | August 9th, 2021
Welcome to the Heritage Market Minute for Monday August 9th! Markets kick off the week on a mixed note as the jobs report from last Friday came in well above expectations. Earnings season for Q2 is starting to wind down and the results have been strong. August tends to be a seasonally weak month,...
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Heritage Market Minute | August 2nd, 2021
Welcome to the Heritage Market Minute for Monday August 2nd! Markets are looking to start the month of August on a positive note, as the S&P500 looks to build on a streak of 6 consecutive months of gains. Earnings reports continue to roll in, and we will get an update on the labor markets later...
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Heritage Insider Weekly | July 27th, 2021
The major markets returned to its record setting ways as the domestic markets closed higher once again last week. The Nasdaq, Dow Jones, S&P 500, and even the MSCI World Index saw new all-time highs by the end of the week. This left the Emerging Market index as the notable exception sitting in...
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Heritage Market Minute | July 26th, 2021
Welcome to the Heritage Market Minute for Monday July 26th! Markets are higher to start the week as they shake off the Delta variant fears that plagued the market last week. This is a big week for earnings season as many large market components will report their 2nd quarter results. Tune in to…
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Heritage Market Outlook | July 2021 | Lou Desepoli
Welcome to the Heritage Market Outlook for the 3rd quarter of 2021. We hope this email finds you enjoying yourself this summer. As part of our process, we are back with another quarterly update to bring you up to speed on our view of the markets, the economy, strategic changes we are making, and...
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Heritage Market Outlook | July 2021 | Mike Desepoli
Welcome to the Heritage Market Outlook for the 3rd quarter of 2021. We hope this email finds you enjoying yourself this summer. As part of our process, we are back with another quarterly update to bring you up to speed on our view of the markets, the economy, strategic changes we are making, and...
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Heritage Market Minute | July 19th, 2021
Welcome to the Heritage Market Minute for Monday July 19th! Markets are sharply lower as investors are spooked that the delta variant will throw off the economic recovery. A market correction is healthy and very normal after the big rally of the last 2 months, Mike discusses this and more in the...
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Heritage Market Minute | July 12th, 2021
Welcome to the Heritage Market Minute for Monday July 12th! Markets kick off the week at all time highs after making fresh records in Friday's market session. Virgin Galactic completed a successful launch into space this weekend as the race for space tourism heats up. Earnings season for the 2nd...
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Heritage Market Minute | July 6th, 2021
Welcome to the Heritage Market Minute for Tuesday July 6th! It's a shortened trading week but no shortage of market movers. This mornings service sector reading came in a little weak, but it's not time to sound the alarm just yet. Travel trends continue to pick up as Americans feel more…
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Heritage Market Pulse | July 2nd, 2021
Welcome to the Heritage Market Pulse for Friday July 2nd! The big news of the day is the June jobs report which showed an increase of 850,000 jobs versus expectations of 706,000. Markets are closed on Monday in observance of 4th of July. Have a great weekend!
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Heritage Market Minute | June 29th, 2021
Welcome to the Heritage Market Minute for Tuesday June 29th! Markets are flat after hitting all time highs in Monday's session. It's a quiet news week in advance of the 4th of July as markets approach the end of the 2nd quarter. Join Mike as he discusses the market movers to watch this week.
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Heritage Market Pulse | June 25th, 2021
Welcome to the Heritage Market Pulse for Friday June 25th! Markets are higher on the day and looking to cap their best week since March. A combination of solid economic data and a preliminary agreement between Republicans and Democrats on infrastructure spending has the markets feeling good…
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Heritage Market Minute | June 21st, 2021
Welcome to the Heritage Market Minute for Monday June 21st! Markets are surging higher to start the week, as the hangover from last week's Fed meeting is starting to wear off. The Fed made no significant changes in their policy stance, so what has the market so on edge? Mike Desepoli discusses in...
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Mike Talks Money | Episode 4 | Buy The Rumor Sell The News
Buy the rumor, sell the news is a market adage based on the belief that stock prices move in anticipation of rumors and rebound when profit taking occurs after the actual news is released. It’s a risky tactic of stock trading based on just rumors or moving events. The investor, who stands to make…
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Heritage Market Minute | June 15th, 2021
The markets are mixed to start the week but all eyes will be on the Fed as they conclude their 2 day policy meeting Wednesday, with Chairman Jerome Powell scheduled to host a press conference at 230pm Wednesday. There is much anticipation around the Fed's policy stance as it has the impact to…
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Mike Talks Money | Episode 3 | The 4 Most Dangerous Words in Investing
At some point in your investing career, you’ve likely heard of a stock that’s gone on a ridiculous run or a certain part of town that has now become the trendiest in the area, and you’ve kicked yourself for not investing. We’ve all been there. However, we must realize that in investing as in…
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Heritage Market Minute | June 7th, 2021
Welcome to the Heritage Market Minute for Monday June 7th! Markets are flat to start the week as the major indexes hover just below all time highs. It's natural for markets to take a "pause" as they approach unchartered territory so join Mike Desepoli as he explains all that and more, and what to...
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Heritage Market Pulse | June 4th, 2021
Welcome to the Heritage Market Pulse for Friday June 4th! Markets are higher on the day and the week as the jobs report for the month of may showed the economy added 559,000 new jobs....short of expectations for 671,000. Inflation expectations have cooled off lately, as treasury yields have…
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Mike Talks Money | Episode 2 | Meme Stocks and Short Squeezes
Welcome to Episode 2 of Mike Talks Money. Today we are talking about meme stocks and short squeezes! No, it's not January and this time it isn't Gamestop.....but we take a look at the meteoric rise in AMC Movie Theater shares and what is driving the stock higher.
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Heritage Market Minute | June 1st, 2021
Welcome to the Heritage Market Minute for June 1st! Markets are higher to start the shortened trading week as we kick off the month of June. Consumer confidence in the economic recovery remains high, join Mike Desepoli as he discusses what it all means for the market this week.
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Heritage Market Pulse | May 28th, 2021
Welcome to the Heritage Market Pulse for Friday May 28th! The markets look to wrap up a winning week, join Mike Desepoli as he breaks down the action.
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Mike Talks Money | Episode 1 | Introducing The Podcast
Welcome to the first episode of Mike Talks Money, our new podcast series aimed at creating a generation of smarter investors. We will use this platform to teach you to use your money as a tool to increase your return on life. Join us weekly to sharpen your money game!
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Heritage Market Minute | May 24th, 2021
Welcome to the Heritage Market Minute for Monday May 24th! It's the last full trading week before the Memorial Day Holiday, and our team has a lot to discuss. Join Mike Desepoli as he breaks down the coming week in the markets.
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Heritage Market Minute | May 17th, 2021
Welcome to the Heritage Market Minute for May 17th! There was a great deal of market moving economic data released last week, with specific attention placed on the rise in the consumer price index. Mike Desepoli discusses this data and what it may mean about inflation in the months ahead.
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Heritage Market Minute | May 10th, 2021
Welcome to the Heritage Market Minute for Monday May 10th! It's another tug of war in the markets today, but the big focus is on the Colonial Pipeline cyber attack that happened over the weekend and the potential impact on fuel prices. Mike Desepoli discusses this and more, join us.
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Monday Morning Market Minute | May 3rd, 2021
Welcome to the Heritage Market Minute for Monday May 3rd! With 1/3 of the year behind us there is still plenty to discuss, join Mike Desepoli for this week's key market movers.
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Heritage Insider Weekly | April 28th, 2021
The Major Markets ended mixed but mostly lower. Only Emerging Markets managed to end higher. However, all five indices closed less than half a percent higher or lower than the prior week. For the S&P 500, the week was marked by back-and-forth trading as each day seemed to offset the prior day’s...
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Monday Morning Market Minute | April 26th, 2021
Join Mike Desepoli for the Monday Morning Market Minute for April 26th as he discusses the big slate of corporate earnings coming up this week.
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Heritage Market Pulse | April 23rd, 2021
Join Mike Desepoli for the Heritage Market Pulse for April 23rd as he discusses the Biden administrations proposal to raise capital gains taxes to 43.8%, more than doubling the current rate.
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Heritage Market Outlook | April 2021 | Lou Desepoli
Join Lou Desepoli of Heritage for the market outlook for April 2021.
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Heritage Market Outlook | April 2021 | Mike Desepoli
Join Mike Desepoli for the Heritage Market Update for April 2021.
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Frequently Asked Questions
How many episodes does Heritage Financial Advisory have?
Heritage Financial Advisory currently has 112 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Heritage Financial Advisory about?
At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to increase their return on life.
How often does Heritage Financial Advisory release new episodes?
Heritage Financial Advisory publishes regularly with 112 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Heritage Financial Advisory?
You can listen to Heritage Financial Advisory on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Heritage Financial Advisory?
Heritage Financial Advisory is created and hosted by Heritage.
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