Heck Capital Insights

Heck Capital is excited to welcome Maria Cristina Cornejo. Maria is a Financial Planning / Client Relationships Associate at Heck Capital. In this role, Maria will work closely with the Client Service team and the Investment Advisors to deliver a comprehensive, high touch client experience.

Heck Capital is pleased to announce that we have been named to the 2018 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans, across the US.

What Does a Financial Advisor Do?

A financial advisor is a person with knowledge of money management who provides financial services and guidance to clients. A good financial advisor can offer a wide range of services for your benefit.

Congratulations to Business Development / Client Relationships Senior Associate Mike Bogard, CFA on earning the right to use the Chartered Financial Analyst ^® (CFA^®) designation!

Congratulations to Financial Planning / Client Relationships Associate Brad O’Loughlin, CFP®, ChFC® on becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Congratulations to Portfolio Management / Investment Analyst Senior Associate Ben Opsal, CFA on earning the right to use the Chartered Financial Analyst ® (CFA®) designation! The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

Social Security was established in 1935 to provide retirement income to the US workforce. Benefits of Social Security include retirement and disability income along with Medicare, Medicaid, and death and survivorship benefits. Social Security may begin as early as 62 or as late as 70, and benefits range based on average indexed monthly earnings.

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.