INVESTMENT OUTLOOK: 2011 - Lessons to Remember from a Forgettable Year

As 2011 drew to a close, we in the investment department at Heritage couldn’t help but chuckle as we watched the S&P 500 end the year essentially UNCH, which is market-speak for flat. Of course, that seemingly boring result belies the volatility of a stock market that fluctuated in response to everything from multiple natural disasters to the U.S. losing its AAA rating to debt crises in Europe.

Prudent Planning Involves Controlling Expenses

It’s a new year and each of us has a handful of resolutions we promise ourselves we will follow this time around. We will lose those extra 10 pounds, contribute more to our 401k, and spend more time with our families. How about save more energy? No, not on your list this year? Maybe it should be.

Jolly Holidays at Heritage

This holiday season, Heritage Trust started a new tradition with its employees. On Friday, December 16, children of Heritage Trust employees were invited to the Oklahoma City office for a holiday extravaganza. Heritage employees helped the children make gingerbread men ornaments, color holiday coloring pages and assemble red and green paper chains to help decorate the offices.

HERITAGE TRUST COMPANY

Heritage Trust – an independent, privately-owned trust bank – offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management.

Heritage succeeds by building and maintaining relationships through proactive communication, creative and unbiased solutions, and dependable, responsive service. Above all, Heritage Trust abides by the fiduciary standard – putting clients' needs and interests first.

Heritage Trust Company

HERITAGE TRUST COMPANY