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WORD OF THE WEEK: TOGETHER

Jun 2, 2020
There is a young gentleman I know from church, who works as a cashier in the Ace Hardware store I go to. He stands...
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Word of the Week: Resilient

May 22, 2020
Categories
About Us
Family & Money
Financial Planning & Wellness
I finally admitted to myself that I’m feeling a bit depressed by all this coronavirus talk and quarantining. Like so...
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Word of the Week: Gratitude

May 8, 2020
Categories
Family & Money
I want to take a pause from all my investment and financial planning commentary to breathe a bit of gratitude into our...
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My CFP® Journey by Adam Werner

Apr 16, 2020
Categories
About Us
Financial Planning & Wellness
The title of my last article about the start of my journey towards becoming a CERTIFIED FINANCIAL PLANNER™ was “How Hard...
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Coming To You From My Home During COVID-19 Quarantine

Apr 8, 2020
Categories
About Us
Family & Money
Financial Planning & Wellness
[wpvideo 0QiPHCHv] “Coming to you from my home, just as Devon and Adam are as well. We are social distancing but in full...
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Let's Get Back To Financial Planning: CARES Act Highlights

Apr 2, 2020
Categories
About Us
Charitable Giving
Financial Planning & Wellness
Investing
Retirement Planning
Instead of all the market commentary, which is valuable too, we want to start talking about the serious financial...
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Rebalance Education

Mar 24, 2020
Categories
About Us
Financial Planning & Wellness
This is a very difficult time. When it comes to your savings and investments, I ask you to join me in the following...
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Fear Abounds – So Now What?

Mar 18, 2020
Categories
Financial Planning & Wellness
Investing
Retirement Planning
I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment...
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The Markets Aren’t Confident, But We Are

Mar 10, 2020
Categories
About Us
Financial Planning & Wellness
Investing
No one knows with any real certainty how much, or for how long, the Coronavirus will impact the US economy. What we do...
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3 Things to Consider Doing When the Market Drops

Mar 5, 2020
Categories
Financial Planning & Wellness
Investing
In times of stress, most investors feel like they need to do something. Anything. Sitting back and being patient for...
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THE 5 TAX POTHOLES By: John P. Napolitano, CFP®, CPA, PFS, MST

Feb 25, 2020
Categories
Financial Planning & Wellness
While you’re gathering your tax information to prepare this year’s tax forms, let me share the top 5 problems in your...
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The “Next Smallest Action” Formula

Feb 21, 2020
Categories
About Us
Family & Money
Financial Planning & Wellness
I’ve been introduced (or in some cases reintroduced) to a couple really great people these last few weeks. Someone...
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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

 

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