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

One thing I had never imagined was switching jobs within in my first year of my professional career. With that being said, I can honestly say it has been one of the best things that has come out of 2020! Public accounting was time-consuming, stressful (especially during busy season), and I was just another employee, essentially a number that got the job done but disposable as well. Within the first few months of working, I knew I did not see it as my “forever job” and being laid off in July actually helped me get back to searching for what I really wanted for my life in all aspects. Read More

Podcast Ep #7 Now Available! In this episode, we explore three PA Dutch money myths and how financial planning tackles cultural tendencies to avoid unintended consequences of those financial behaviors. Watch here on YouTube Listen here on Spotify

Upcoming Election 2020 Discussion with Natixis - week of September 21 Send us your questions prior to September 21st! Susan Olson, Vice President – Government Relations at Natixis Investment Managers will provide a presentation on the election and it's potential impacts on investments. We'll have a Q&A portion with Susan, Ben and Adam addressing questions curated from you. The presentation and discussion will be recorded and we will let you know once the recording is available.  Please email your questions to Devon @ dvolker@haasfinancialgroup.com Presidential election years are always high drama, but 2020 is arguably unprecedented. Nationwide elections will take place in November amidst ongoing public health concerns around COVID-19, economic challenges related to the reopening, and a public reassessment of social equality in the US. This presentation looks at how the major party platforms and their candidates differ and how 2020 compares to previous election years. In addition, it assesses current polling data and considers the potential effect of the election on legislation pertinent to markets and investors.

You Can Now Text With Us

We want you to be able to connect with us in whatever way is most convenient for you. This new line will be used for text messaging purposes and has the capability for you to schedule appointments with us, ask quick questions, share short notes or updates, etc.  The phone number is (610) 426-1404. If you’re interested in communicating this way, please let us know.

‌ ‌ ‌ 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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