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Behavioral Finance - why we buy high and sell low

Heron Wealth President David Edwards explains the importance of behavioral finance in investment decisions.

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Liftoff to a Lifetime of Investing

David Edwards, President of Heron Wealth and a graduate of the Hamilton College Class of '83, gave a presentation to current students on how to invest after college, and also gave career tips for those students interested in careers in wealth management.

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How Heron Wealth helps you to achieve your financial goals

In this short presentation David Edwards, President and Wealth Advisor, introduces the Heron Wealth approach

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Joyful financial planning explained

Can joy replace fear in planning for your financial future? Heron Wealth President David Edwards explains how we achieve this for our clients.

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Wealth Management Careers

Heron Wealth President David Edwards presents tips on seeking a career in wealth management.

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WealthTrack - our financial planning app

Explore the features of Heron Wealth's financial planning app

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Five items from the Heron Wealth retirement checklist

What do "Investing in Retirement" and landing an aircraft have in common? If you get it wrong, the results could be disastrous

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Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

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Building a Financial Plan is easy...right?

Heron Wealth President David Edwards explains why it makes sense to speak to a financial planner in order to get a handle on your finances.

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Mid-year Outlook with Liz Clayman

With the bull market in its 10th year, 4 experts discuss what they see on the horizon for equities, bonds, the economy and more. 6/30/2019

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How Redtail Helped Heron Soar

Heron Wealth is well known for successfully leveraging technology to maintain high levels of client service. 4/15/2019

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Position Your Firm for 25 Years of Growth

David Edwards explains how the integration of marketing, technology and process drives his firm’s 30% annual AUM growth. 2/8/2019