Blog

Software – particularly software as a service (SaaS) and vertical market software (VMS) – have been excellent investments. However, on February 3rd, the markets punished these software companies indiscriminately, which was...

Key TakeawaysHow much wealth are women on track to control in the next decade, and why does that matter?What does the life expectancy gap between women and men mean for how long money needs to last?How common is it for women to be...

Independent Investment Advisory Firm Reaches Major Milestone in Just Over Six YearsBLOOMFIELD HILLS, MI – February 24, 2026 – Heron Bay Capital Management (HBCM), an independent registered investment advisor, today announced it has...

Key TakeawaysTreat tax strategy as a continuous process, not a once-a-year filing exercise.Coordinate with financial and tax professionals throughout the year to identify opportunities for efficiency.Review contribution limits,...

Key TakeawaysEmotions and biases might influence financial choices more often than most people realize.Behavioral patterns, such as loss aversion, familiarity bias, and herd mentality, can impact long-term results.Recognizing emotional...

Heron Bay Capital Management today announced it has secured a new institutional client relationship totaling $708 million, propelling the Firm’s assets under management (AUM) past the $1 billion milestone just over six years after its...

Artificial intelligence (AI) may be the most revolutionary technology of our time, with industries scrambling to embrace its possibilities. AI’s early influence seems similar to the positive disruptions brought about by past...

Dear HBCM Clients, As we begin 2026, we want to start with a sincere thank you. Thank you for entrusting us with your hard-earned capital. We approach our work each day with a singular objective: to protect and compound your capital...

Heron Bay named to the prestigious PSN Top Guns List of best-performing separate account strategies.BLOOMFIELD HILLS, MI, UNITED STATES, January 9, 2026 /EINPresswire.com/ -- Heron Bay Capital Management (“HBCM”) announced today it has...

As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals. 2025 was a year marked by...

The Internal Revenue Service recently released new limits for 2026. Although these adjustments won’t bring any major changes, there are some minor elements to note. Individual Retirement Accounts (IRAs) IRA contribution limits are up...

Key Takeaways A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions...

Key Takeaways Caring for aging parents is a growing reality for many Americans. The number of family caregivers in the U.S. has jumped to 63 million, a 45 percent increase over the past decade, making 1 in every 4 Americans a...

Key Takeaways Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal...

At Heron Bay Capital Management, our investment philosophy centers on owning durably good businesses, however the market doesn't always reward judicious selection during a time of exuberance.

Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it? At first glance, the answer might seem simple. But in reality, it requires...

Heron Bay Capital Management ("HBCM") has been named to the prestigious PSN Top Guns List of best-performing separate account strategies as of Q2 2025. The highly anticipated list, published by Zephyr, remains one of the most important...

If you’ve found yourself stepping into a more active role in your parents’ financial lives, you’re not alone. Some of us are helping aging parents navigate everything from healthcare decisions to bill payments—and increasingly, we’re...

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

BLOOMFIELD HILLS, MI, UNITED STATES, July 11, 2025 / EINPresswire.com / -- Heron Bay Capital Management (“HBCM”) announced today it...

2Q 2025 was a volatile quarter, which presents opportunities for the prepared investor.

Heron Bay announces third-party performance awards for 4Q 2024.

Heron Bay is proud to surpass five years in business having grown 6x during that time.

In the first quarter, capital markets were volatile, to say the least. Domestic equity markets continued post-election optimism through...

A mixture of economic, political and geopolitical factors led to significant volatility in the U.S. financial markets during the fourth...

In the third quarter, equity and fixed income markets recorded positive returns as optimism was fueled by continued economic growth...

We have been asked repeatedly “why don’t you own Nvidia?” The answer, simply, is high valuation.

Equity markets sustained their upward momentum in the first quarter of 2024, pushing many large capitalization stocks to fresh all-time...

One of the great parlor games of Wall Street pundits is to forecast the value of the indices for the upcoming year. 2022 was another example of the merit of these opinions. The S&P 500 ended 2022 at 3,839 after a negative total return...

The third quarter market activity reminded investors of two facts: 1) the equity markets are subservient to the larger debt markets, and...

The quarter began with some trepidation in the markets due to a banking crisis, which was a result of a few poorly run institutions and...

In the first quarter of 2023, the market continued its rebound off the October 2022 low and many of last year’s biggest losers became...

As we leave 2022 in the rear-view mirror, many of us will bid it “good riddance”. From the market high on January 3rd, a barrage of news...

The third quarter brought continued tumult and market volatility. The S&P 500 increased 12.75% from July 1 until August 16 on the notion...

As most of you are likely aware, the second quarter brought market volatility with an overall downward trend. The equity markets...

The first quarter of 2022 was remarkable for a couple of events: the persistent pressure of inflation on the economy and the Russian...

Despite facing unprecedented stresses due to another year of COVID-19, the equity markets experienced outstanding returns in 2021. Who...

At Heron Bay Capital Management, we believe quality businesses with superior economics will generate superior investment results over the...

In the second quarter of 2021, we saw some volatility related to concerns about inflation and the consequent effects on interest rates....

In the first quarter of 2021, we saw very positive market performance in equities that was largely attributable to several factors:...

We launched Heron Bay Capital Management on January 1, 2020 with great excitement and enthusiasm. Our vision was and is to be a boutique...

It has been a year for the record books. A market which started the year on an optimistic note, had an unprecedented rapid decline, the...

What a difference a few weeks can make! Following one of the sharpest declines in history during the first quarter of 2020, we saw one...

Thank you for your support of our new firm, Heron Bay Capital Management. As an independent firm dedicated to the management of the...