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Heck Capital Insights

Congratulations to Connor J. Showalter

Submitted by Heck Capital Advisors on July 24th, 2018

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.

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Heck Capital Advisors Ranked as a Top 100 Registered Investment Advisor for 2018

Submitted by Heck Capital Advisors on July 19th, 2018

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.

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The Dangers of a Flattening Yield Curve

Submitted by Heck Capital Advisors on July 12th, 2018

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.

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Heck Capital Advisors Ranked as a Top 300 Registered Investment Advisor by Financial Times

Submitted by Heck Capital Advisors on July 10th, 2018

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.

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Brad O’Loughlin Passes the ChFC® Examination

Submitted by Heck Capital Advisors on July 5th, 2018

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

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Leaving an Employer? 5 Strategies to Consider for Your 401(k)

Submitted by Heck Capital Advisors on June 28th, 2018

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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)

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Bob Heck Recognized by the University of Wisconsin-Madison

Submitted by Heck Capital Advisors on June 21st, 2018

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.

 

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Legacy Planning: 5 Tips for Getting Started

Submitted by Heck Capital Advisors on May 31st, 2018

What is legacy planning?

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Heck Capital Supports Successful SecureFutures Investment Conference

Submitted by Heck Capital Advisors on May 21st, 2018

Last week, SecureFutures celebrated its 10th annual Investment Conference in Milwaukee.

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Heck Capital Honored at 2018 Wisconsin Family Business Awards

Submitted by Heck Capital Advisors on May 4th, 2018

The Heck Family and Heck Capital Advisors are honored and humbled to announce that we were awarded the Building a Lasting Legacy award at the 2018 Wisconsin Family Business of the Year Awards in Madison, WI.

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