I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do know is that it will have an impact. We
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for things to get better after experiencing
Happy 2020 everyone! As we speed through the start of the year, a fresh beginning, a new decade and what is also an election year, I’m willing to make some
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
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
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
Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans
Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay
