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Financial Planning Is Less Math and More Like A Rorschach Test

Are you familiar with the psychological testing using inkblots called the Rorschach Test? I thought about this test this week as a favorite economic commentator of mine referenced it in his weekly post. It spoke to me as more and more people have been asking me “what I think about markets” and how things will… Continue reading Financial Planning Is Less Math and More Like A Rorschach Test

Family

The Problem and Fixes for Forced Co-Ownership Through Inheritance

Sometimes you have to go through something to gain true perspective on the pros and cons. For example: Have you ever owned anything with someone who wasn’t your spouse? Think about a business partner you had, siblings, friends. Maybe it was a business or a property or something as simple as having had to share… Continue reading The Problem and Fixes for Forced Co-Ownership Through Inheritance

About Us

Trust is Earned, Not Given

We all know that real trust has to be earned over time through positive experiences. Especially in our world as planners, it can take several years for clients to faithfully allow us into their “Circle of Trust”. We’ve also noticed that as client relationships mature over time, meetings naturally become less frequent due to the… Continue reading Trust is Earned, Not Given

About Us

Finding The Right Fit

I recently attended a career fair at Kutztown University on behalf of Haas Financial Group.  The event was hosted by KU’s Career Development Center for soon-to-be college grads.  As I was walking into the student center, I started to reminisce back to my junior and senior years of college at Duquesne - wondering where I… Continue reading Finding The Right Fit