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For real estate investors, the West Coast is hot, Florida is not

by Released | Mar 5, 2026

U.S. investor home purchases ticked up 2 percent from a year earlier in the fourth quarter, coming in at just under 50,000, according to a new report from Redfin. That’s the eighth straight quarter of minimal changes in investor activity.

Massachusetts-based Heritage Financial joins Savant Wealth Management

by Released | Mar 4, 2026

Savant Wealth Management, a fee-only registered investment adviser (RIA), has announced it has partnered with Heritage Financial Services, a Massachusetts-based wealth management firm with $3.9 billion in assets under management (AUM) and offices in Westwood, Woburn and Rockland, Mass.
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