By Greg Hart, CFP® Happy Thanksgiving from the Hart Family and Haddon Wealth Management! We want to take a moment to thank you for being a part of our family! We sincerely appreciate the trust you place in our firm and we take our responsibility to you and your family very seriously. Cultivating …
Newsletter: November 2019
Macro Overview Equity markets defied the historically negative month of October with equity indices moving higher despite ongoing trade dispute uncertainty and growing concerns of global economic headwinds. Major domestic and international equity indices rose in sync as interest rates remained …
Could Financial Planning Reduce Your Tax Bill?
By Greg Hart, CFP® There’s one thing I believe we can all agree on: taxes are no fun! For many, just the thought of having to prep and file can cause great distress, but did you know you spend almost four months of every year working to pay the IRS? (1) This realization can really be the salt on …
The Importance Of Trusts In Estate Planning
By Greg Hart, CFP® Do you have your estate planning documents in place? When most people think of estate planning, they think of wills, powers of attorney, and advanced directives. Those are the basic documents of estate planning. But is your financial life basic? If you have significant …
Newsletter: October 2019
Macro Overview A proposed tariff increase on goods imported from China was delayed from October 1st to October 15th. Tariffs on a number of Chinese goods are scheduled to increase to 30 percent from 25 percent effective on the 15th. U.S. equity markets marked their best third quarter since 1997, …