Heck Capital Insights

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.

What is legacy planning?

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

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.