Understanding Today’s Financial Environment

Welcome, Haskell Wealth Management is a financial consultant office in Palm Desert, CA. We understand that individuals face unique challenges as they prepare for the years ahead of them as they enter retirement or other life milestones. Taking the mystery out of preparing for today and tomorrow is our goal at Haskell Wealth Management. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 760.770.4300.

Our Mission

The mission of Haskell Wealth Management is to serve our clients so they are able to realize financial freedom and pursue their goals and passions with trust, knowledge and confidence.

How We Can Help You

Services

 

 

Private Client Group

 

Corporate Services

 

Everyone has a risk number. What’s yours?

Meet our team

Blogs

Weekly Market Commentary 10.07.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets Living the realities of risk and reward. Asset allocation is important because it helps investors manage the risk and rewards of investing. In general, investments have different levels of risk and the potential return (or reward) for taking that level of risk is a higher return. For example, investing in stocks typically has greater risk than investing in quality bonds or cash. In return for taking a higher level of risk (i.e., tolerating...

Where Do We Go From Here?

Jim Worden |
Categories
Weekly Market Commentary
Yesterday was the first move of the Federal Open Market Committee (FOMC) in this cycle to cut interest rates. The FOMC cut interest rates by 50 basis points (0.5%). Leading up to this action, there was plenty of discussion and debate amongst economists, strategists, and investment professionals about whether they should cut by 25 or 50 basis points. Now that the FOMC has started cutting rates, there are all kinds of data points out there...