Uncategorized

Are You Willing to Accept the Certainty of Uncertainty?

Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?

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5 Considerations When Loaning Money to Others

Life throws us curveballs. And sometimes, we need help after striking out. I’ve come across a few situations recently where I was asked to give advice on how a private loan could work. For the people I work with, their willingness to help a friend or family member is both natural and commendable. I work… Continue reading 5 Considerations When Loaning Money to Others

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

About Us, Family, Uncategorized, Wealth Transfer

9 Ideas to Make Your Summer More Financially Friendly

I’ve often said that budgets never work, but the commitment to trying is better than nothing. While we are big picture, goal-oriented advisors here at the Haas Financial Group, everyone needs a little help watching their spending from time to time, right? So while these ideas won’t help you live a care-free retirement, send your… Continue reading 9 Ideas to Make Your Summer More Financially Friendly

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SEC’s Decision Hinders the Transformation of Financial Advice

I saw very little news coverage this week on the Securities and Exchange Commission (SEC) approving a variety of changes on how investment professionals will be regulated. Instead, I saw more news about China trade, the potential for Federal Reserve action and other bits of economic data that are also important issues, but not directly… Continue reading SEC’s Decision Hinders the Transformation of Financial Advice