August 17, 2021

Please enjoy the following articles, commentary, and financial tid-bits. We look forward to aligning your personal values, vision, and wealth.

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Podcast Episode # 45: Breaking The Ice Around Family Finances What’s the hardest thing for adults to talk about? Family finances! Money is a tricky subject, but it’s really important to have those conversations on the front end. Avoidance can lead to trouble down the road. Ben and Adam discuss why it's crucial to start the conversation and tips for getting started together as a family.  READ MORE

We see self-diagnosing from time to time with clients, families, and friends of ours. There is a do-it-yourself mentality out there on many different things in life. Is that okay when it comes to your financial life? When would it be okay? And maybe when isn’t it okay? READ MORE

Did you know: The S&P has officially doubled from its pandemic closing low on March 23, 2020. Historically, it’s taken more than 1,000 trading days for the S&P to double during a bull market, but this surge took just 354.

We reached another milestone with our podcast, A/B Conversations!

‌ ‌ ‌ Benjamin N. Haas, CFP®, CRPC® Wealth Manager ‌ ‌ ‌ Adam Werner, CFP® Wealth Manager Assistant

‌ ‌ ‌ Devon Volker Client Relations Associate ‌ ‌ ‌ Holly Hinkle Financial Planning Assistant

Haas Financial Group 172 West Main Street Kutztown, PA 19530

Hours: Monday - Friday 8am - 5pm Call to Make an Appointment: (484) 648-4040 Schedule Online

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