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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Good afternoon, we hope this note finds you well.  Earlier today, we sent a newsletter to all clients regarding the current market environment, our outlook, and strategy moving forward. We believe it is also import...

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September 17, 2016

September 2016 Market Update

May 20, 2015, 16 months ago, the S&P500 hit an all time closing high of 2126.  Yesterday, September 15, 2016, the index closed at 2147.  The S&P500 has risen a mere 1% over the last 18 months.  Bond markets ha...

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April 21, 2016

April 2016 Newsletter

The first quarter of 2016 has come to a close, and now is a good time to discuss with you, our valued clients and prospects, the recent performance of HWG, our thoughts on current market conditions, our approach for t...

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January 19, 2016

January 2016 Newsletter

Good afternoon and Happy New Year!  Global markets have begun 2016 on a volatile note, so we thought it best to share a recap of our performance in 2015, our view on current market conditions, what those conditions me...

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November 20, 2015

November 2015 Newsletter

To our clients, Haven Wealth Group is excited to be able to share two major achievements with our clients. First, we are proud to announce that Haven was awarded the Be Great...

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On October 30, 2015, Haven Wealth Group's team traveled to New York City to accept Fidelity Investments' 2015 Be Greater Award. "Haven Wealth Group is the winner of the Be Greater Award for RIAs with $50 m...

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August 24, 2015

August Market Update

To all Haven Wealth Group Clients, A basic principle of Haven’s FAR Investing (i.e. Flexible Absolute Return Investing) is that we are not afraid to capture profits and raise cash during a market downturn to preser...

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August 6, 2015

August 2015 Newsletter

August 5, 2015 To all Haven Wealth Group Clients, Good News! During July, our average equity return for all client portfolios was 16.58% versus the S&P 500 return of 2.10%. Please take a moment to review the...

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June 2, 2015

Update on PCYC

To:  All Haven Wealth Group Clients RE: Conversion explanation to previous holders of PCYC stock As most of you know, Pharmacyclics (PCYC) was one of our biggest winners this year (as well as last year) as it wa...

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Personal Attention in an Impersonal World by Forbes Magazine Haven Wealth Group Like most women of her generation, the 82-year-old widow had relied on her late husband to manage...

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