Heritage Market Outlook | July 2021 | Lou Desepoli

Heritage Financial Advisory

Welcome to the Heritage Market Outlook for the 3rd quarter of 2021. We hope this email finds you enjoying yourself this summer. As part of our process, we are back with another quarterly update to bring you up to speed on our view of the markets, the economy, strategic changes we are making, and our outlook for Q3.
There were many challenges for the market to overcome in the second quarter, but we still managed to post positive results. Join us as we lay out our expectations moving forward.
Check out Heritage Market Outlook below as we discuss the following:

• Recap of 2nd quarter returns.
• An update on the economy and review of important economic data.
• An update on the Fed and Monetary Policy
• Key Market Themes
• Update on our portfolio strategy.