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 09.23.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets Rates moved lower and stocks moved higher. In 2022, the United States Federal Reserve (Fed) began raising interest rates as it battled high rates of inflation. That year prices rose 8 percent, as measured by the Consumer Price Index. In 2023, prices increased more slowly (4.1 percent), but still advanced at a pace that was well above the Fed’s target of two percent. Last month, prices rose 2.5 percent annualized. And last week...

Weekly Market Commentary 09.16.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets There was a lot of good news last week! Inflation continued to trend lower. The Consumer Price Index showed that inflation was 2.5 percent year over year (yoy) in August. That’s lower than economists had expected, and a significant decline from July’s 2.9 percent. Food and energy prices have been falling faster than some other prices because the core CPI, which excludes food and energy, showed a 3.2 percent increase over the last...