Introduction

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

Read More ➝


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...

Read More ➝


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 ...

Read More ➝


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...

    Read More ➝


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 ...

Read More ➝


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...

Read More ➝


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 ...

Read More ➝


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...

Read More ➝


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 ...

    Read More ➝


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...

Read More ➝


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...

Read More ➝


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...

Read More ➝


Our Partners