Heritage Investment Partners, LLP

Heritage Investment Partners, LLP Financial Planning Securities and Advisory services offered through LPL Financial.

Heritage Investment Partners, LLP is a private investment management and financial planning firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry. Member FINRA & SIPC www.finra.org www.sipc.com
Third party posts found on this page do not reflect the views of LPL financial and have not been reviewed by LPL Financial for accu

racy of completeness. The LPL Representatives associated with Heritage Investment Partners, LLP and this page may discuss and/or transact securities business only with residents of the states in which they are registered. For a list of states that they are registered to conduct business in, please visit www.heritageinvestmentpartners.com

06/02/2026

Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth, offerin...

05/31/2026

LPL's Weekly Market Performance for the week of May 25, 2026, highlights high-profile market drivers, commodity market moves, and economic data.

05/30/2026

S&P 500 earnings are showing strong momentum, with first-quarter EPS growth tracking near 28%, driven heavily by the Magnificent Seven and notable upside surprises across multiple sectors. Rising forward earnings estimates, fueled by strength in commodities and AI-driven technology, highlight contin...

05/28/2026

AI-driven bond issuance by hyperscalers is reshaping IG credit, boosting supply and duration risk, and providing opportunities for income-focused investors.

05/26/2026

LPL Research’s Marc Zabicki analyzes the Iran Conflict as it approaches its 90-day mark, examining U.S. military, economic, and diplomatic strategy. In addition, Marc also provides commentary on recent equity performance and how investors could look at the current market.

05/23/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

05/21/2026

S&P 500 first-quarter EPS growth is holding at a strong 27% year over year, largely driven by the “Magnificent Seven,” whose earnings surged 57% and contributed over half of total growth. Broad upside surprises averaging 18.3% and a rising earnings outlook, fueled by heavy AI investment, highlig...

05/19/2026

LPL Research provides an update on their tactical positioning and how strong earnings have influenced it.

05/17/2026

LPL's Weekly Market Performance for the week of May 11, 2026, highlights record market highs despite higher oil prices, rising Treasury yields, and elevated inflation.

05/16/2026

LPL Research compares stock market performance during the AI era to the dotcom period in the late 1990s.

Address

325 Columbia Turnpike, Suite 310
Florham Park, NJ
07932

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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