David Edwards Interviewed by Wall Street Journal on Soothing Nervous Investors in a Downturn

Financial Markets Commentary

August 18th, 2014

About DAVID EDWARDS

President

David is the president, founder and portfolio manager of Heron Financial Group. David was previously associated with Morgan Stanley, JP Morgan Securities and Nomura Securities.

David holds a BA from Hamilton College and an MBA from Darden Graduate School of Business, University of Virginia.

David includes sailboat racing among his hobbies and serves on the board of Nantucket Community Sailing in Massachusetts.

About HERON FINANCIAL GROUP, LLC

Heron Financial Group is a Registered Investment Advisor serving individuals and families across the United States, Europe, Asia and Latin America.

Our clients are corporate executives, managing partners of law firms and consultancies, Wall Street professionals, owners of businesses, and heads of families.

Our purpose is to clarify and simplify the means by which our clients will achieve their financial goals.

Client relationships range from $500,000 to $10 million in assets.

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David Edwards recently spoke with Wall Street Journal's Daisy Maxey, please click here to view the full interview.

"Despite the S&P 500 index's numerous record highs this year, some nervous investors still wanted to sell during a recent downturn, says David Edwards, President of Heron Financial Group. He prepares clients for volatility by sharing market studies, and emails them within 24 hours when the market is under stress, he says."

As always, please call with questions and concerns.

Yours sincerely,

David Edwards
Heron Financial Group, LLC

The HERON FINANCIAL GROUP Financial Markets Commentary is published following month end and whenever market conditions require comment. The views expressed in this letter represent HFG opinion and strategy as of the date published and can change at any time upon receipt of new information. Data quoted in this letter are from sources deemed reliable, but no guarantee of such data is implied.