Heck Capital Insights

Congratulations to Connor Showalter, Portfolio Management /  Research Analyst Senior Associate, for passing the second level of the Chartered Financial Analyst (CFA) Designation program!

Heck Capital is now hiring a Client Service and Marketing Associate for our Milwaukee office. We are looking for candidates interested in working in a fast-paced, challenging, and professionally rewarding environment.

What is a Trade War?

A trade war is an economic conflict in which countries impose import restrictions on each other in order to harm each other’s trade.

We are pleased to announce the promotion of Connor Showalter to Senior Associate. Connor works in Portfolio Management and Analytics and has passed the Investment Advisor Examination and is currently a level two candidate in the CFA program.

Heck Capital is honored to be ranked by Financial Advisors Magazine as a Top 100 RIA for 2018. With this recognition, we reaffirm our commitment to building successful client relationships.

What is the Yield Curve?

The yield curve displays the relationship between the interest rates of bonds, known as ‘yields’, and their maturity dates at a point in time. The shape of the curve often reflects expectations of where economic growth and inflation are headed.

Heck Capital is honored to be ranked as a Top 300 Registered Investment Advisor by Financial Times. With this recognition, we reaffirm our commitment to building successful client relationships. The Financial Times 300 is presented as an elite group, not a competitive ranking of 1 to 300. This allows Financial Times to identify elite advisors while accounting for companies’ different approaches.

Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for passing the final exam in obtaining the Chartered Financial Consultant (ChFC®) designation!

Over the past three decades, many employers have transitioned away from defined-benefit plans (pensions), and moved towards defined-contribution plans (401(k) or 403(b)

The article “Building a City: Oneida County” was recently posted on UW-Madison’s website, allwaysforward.org, to recognize Bob Heck for his impactful contributions to the Rhinelander-Oneida County Airport. Bob, class of ’58, is very proud of being a UW alumni.