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Recent Articles from Todd Hauer
High Net Worth Millennials Confident About Reaching Short-Term Financial Goals
High net worth millennials have far more optimistic expectations for global, national, state and local economies- roughly 20 percent or more points higher than high net worth investors across the board on expecting improvement in the next 12 months.
The Importance of Financial Planning
Results from the latest Morgan Stanley Wealth Management Investor Pulse Poll.
Most Americans Say They Are on Track to Realize Their Financial Goals
The poll surveyed 1,000 U.S. households of high net worth individuals, a third of which had investible assets of $1 million or more. Ninety-one percent of those polled believe they are on the right path to achieve long-term financial goals, the top three being:
How to Protect Yourself from Cyberattacks
Being informed and proactive can help mitigate the risks associated with online identity theft and any data breach.
Taking your emotions out of your investments
Keen attention to market trends both at home and abroad are key to constructing a solid investment portfolio.
Making the most of your 2016 tax refund
Your tax refund can be a meaningful sum of money that can make a difference in a household’s finances. When considering what to do with your tax refund, remember to be mindful. Here are some priorities for thoughtful ways to spend your tax refund.
A closer look at holiday spending
Now that Christmas has passed, retailers may see an influx of shoppers as many may begin taking advantage of post-holiday sales or exchange gifts for items that better suit their needs.
Is there an interest rate hike in your future?
During its September meeting, the Federal Reserve decided against raising interest rates – as many had expected. While some are predicting a rate hike will occur in December, here's our prediction.
How to protect yourself against identity theft
With technology constantly changing, investors feel that it is difficult to find the best way to protect themselves. So what can you do now?
The Fed and interest rates: What investors should know
There has been much chatter in the last few months since the Federal Reserve’s decision to raise interest rates in December. Economists and investors are keeping a watchful eye on the markets as the Fed decides its next move.
What's on the minds of Denver's wealthiest investors?
More than half of Denver's high-net worth investors think there will be another recession in the next five years, according to a recent Investor Pulse Poll conducted by Morgan Stanley Wealth Management.
Why you don't need to fear a bear market
With memories of 2008 looming for many investors, it’s human nature to want to avoid the same mistake twice. However, it is important to remain calm – especially if you are a U.S investor.
