HER Heritagecelebrates the natural traits that make women ideal investors and seeks to help women build confidence around creating a strong financial future.
A Life of Greatness podcast host Sarah Grynberg sits down with thought leaders, entertainers, and inspiring minds to explore how they have overcome challenges and found inner connection to help achieve greatness in their lives.
What’s the best financial advice you’ve ever received? To celebrate 30 years of helping clients grow, protect, and enjoy their wealth, we asked some of our seasoned advisors to share their favorite pieces of wisdom.
The One Big Beautiful Bill Act (OBBBA) includes broad and complex changes that will have a profound impact on individuals, business owners, and investors for years to come. That is why we created this one-stop OBBBA resource page dedicated to providing insights that will help you understand OBBBA’s provisions and how they may impact your finances.
HER Finances
Year-End Planning Strategies: Webinar Replay
Watch the replay of our Year-End Planning Strategies webinar, where we shared actionable insights to help you maximize your wealth and prepare for the changes coming in 2026.
We asked the women of Heritage to share their favorite holiday traditions
Ever since my brother and I were little, my mom would buy a Christmas ornament whenever we traveled to a new place. Now, my brother and I have started our own collections for the trees in our homes and can’t wait to keep the tradition growing.
-Kathleen Colpoys, Paraplanner
Making pumpkin muffins for family and friends.
-Jennifer Watson, Chief Compliance Officer
Every Christmas we get a Danish Almond Kringle. After opening presents we eat the Kringle together and talk about the upcoming year. We only ever eat the Kringle on Christmas Day.
-Lauren Cecchini, Wealth Advisor
HER Kitchen
Pumpkin Muffins
One of my favorite holiday traditions is making pumpkin muffins for family and friends. I usually make mini muffins (36) with the recipe but it can also make 3-4 loaves of pumpkin bread.
Spanning three transformative decades in Tehran, Marjan Kamali’s powerful new novel explores friendship, feminism, and resilience amid political change. When Ellie loses her father, she finds solace in her bold friend Homa. Years later, their paths cross again—rekindling memories, ambitions, and a bond tested by love, betrayal, and the shifting tides of a nation.
