June 30, 2020

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Introduction

Haven Wealth Group (HWG) is an investment advisor registered with the Securities and Exchange Commission.  It is important for retail investor...

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March 9, 2020

March 2020 Newsletter

There’s an old joke in finance, that the stock market has predicted 10 of the last 3 recessions.  It’s funny because it’s true; the stock market is notorious for over reactions. Today, stock markets around the worl...

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January 14, 2020

January 2020 Newsletter

We hope everyone had a healthy and happy holiday season. 2019 culminated a decade of strong returns for US equity markets. After a disappointing 20% correction in the 2018 fourth quarter, the Dow ended 2019 with a ...

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April 3, 2019

April 2019 Newsletter

This month’s Newsletter is a summary of Haven Wealth Group’s response to a client question.  The question was twofold:
  • What were the determining factors that prompted us to make asset allocation changes d...

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February 27, 2019

February 2019 Newsletter

The U.S. equity markets have amassed unprecedented gains in the first nine weeks of 2019. The S&P 500 and Dow Industrial Average both rose 11%. The tech-heavy NASDAQ improved by 9%. The Dow and NASDAQ have yet to ...

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January 28, 2019

January 2019 Newsletter

We hope everyone had a safe and happy holiday season.  As you are aware, it has been a tumultuous 3 months in the equities markets.  Stocks have risen rapidly to begin 2019.  The S&P 500 Index’s first 13 days of t...

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October 12, 2018

October 2018 Newsletter

We hope everyone had an enjoyable summer.  This week ushered in a much needed correction in US equity markets. Through Thursday, October 11, 2018, the S&P 500 was now down over 6% for the month.  The recent shift ...

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August 24, 2018

August 2018 Newsletter

As August draws to a close, the S&P 500 celebrates two major milestones: An all-time high on the S&P500 Index was made this week, and this marks the longest bull market rally in history at 3,455 days and count...

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April 9, 2018

April 2018 Newsletter

Volatility Returns! Is a Bear Market in the mix? We say “NO” Haven Wealth Group Bottom Line
  1. Fundamentals remain bullish
  2. Earnings continue to rise
  3. Markets are in the midst of ...

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November 30, 2017

November 2017 Newsletter

We hope that you all had a wonderful Thanksgiving! Haven Wealth Group wanted to take a few moments to share some common themes that we have been receiving from clients. As always, if we can answer your questions it wo...

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January 18, 2017

January 2017 Newsletter

Happy New Year to all clients! As we say goodbye to 2016, we exit a year of uncertainty and volatility.  Initially, markets expected four interest rate hikes by the Fed, which resulted in the S&P 500 Index drop...

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November 15, 2016

November 2016 Newsletter

Good Morning, Politics aside, the election of Donald Trump as the 45^th President of the United States resulted in significant changes to the investment landscape. Financial markets are now pricing in higher inflat...

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About Haven Wealth Group

Haven Wealth Group, LLC. is a privately owned Registered Investment Advisory firm in Houston, Texas, that provides comprehensive financial planning and investment management services. We invest in all asset classes, including equities, fixed-income, real estate and alternative investments.

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Haven Wealth Group, LLC

1111 North Loop West, Suite 1110
Houston, Texas 77008 (713) 980.8820 haven@havenwg.com

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