Don’t Let Short-Term Noise Cloud Long-Term Goals

As we approached year-end 2012, everyone was focused on the last-minute actions of Congress regarding the “fiscal cliff.” Earlier in the year, much of the focus was on the European debt crisis. Given that neither has been completely resolved, and there will always be something concerning the markets, it might be helpful to take a step back and talk about the big picture in your investment portfolios.

Heritage Trust Adds Staff, Promotes from Within

Heritage Trust Company has added two staff members and promoted three. Jessica McElvany was promoted to vice president, relationship manager. She previously served as a relationship management associate. McElvany is a graduate of Oklahoma Christian University where she earned both her bachelor’s and master’s degrees.

Heritage Account Login Gets Update

Clients with online access to statements may have noticed some changes when they last logged in to review their reports.

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.