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"Every decision we make and every thought we have, whether we know it or not, is predicated on what our values are.  This is why before we make any financial decision, we must first determine what it is we value most."


Brett W. Hagen

Founder  

Blog

Monday, May 22, 2017

The question everyone is asking lately is: has the recent bump (and subsequent slump) in the stock market been largely influenced by politics? Obviously, politics and government regulation largely influence the stock market, seeing as...

 

Friday, April 28, 2017

I recently read this article that really drives home the point I've been making for years: You need to plan for your retirement to ensure that you have enough income and savings to retire COMFORTABLY, not just with the bare minimum....

 

Wednesday, March 29, 2017

In our ongoing effort to stay connected with our clients and those in-the-know, we've been rolling out our new social media pages. Do you find that it's easier to stay connected and receive notifications through Facebook, LinkedIn, or...

 

Thursday, March 16, 2017

Dependence on Technology From banking to social media to basic communications like email and text messages: our day-to-day interactions are switching over from traditional mediums such as pen and paper to digital platforms like...

 

Wednesday, February 22, 2017

Living to one-hundred used to seem like an impossible goal, but with advancements in medical technology and people striving to live healthier lives, more people are living to see the triple digits than ever before. With life...

 

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Thursday, December 15, 2016

The world’s largest data breach happened to Yahoo… again. Yahoo is back in the news with the announcement of a 2013 hack that breached the data of over one billion of its users. The November announcement of the 2014 hack...

 

Thursday, December 8, 2016

Wall Street Journal - The Promise and Peril of the Trump Trade Tell me what you think this article means for the future of the stock market. Every 'expert analysis' is so stuffed with hypotheticals and flip-flopping on-the-other-hand...

 

Thursday, December 1, 2016

What in the world is meant by this?! "...or argued that to preserve credibility, such an increase should occur at the next meeting". Forty years in finance, I have no idea, do you? http://www.usnews...

 

Tuesday, November 1, 2016

An article by Greg Ip (‘Inflation, Long Quiescent, Shows Signs of Stirring to Life’, Oct. 31 2016) in the Wall Street Journal states that US inflation rates are “headed back to normal” after years of rebounding...

 

Monday, October 24, 2016

I was reading an article in the Wall Street Journal called Why Stock Pickers are Keeping the Faith. It spoke of the usual ups and downs of the investment industry and how the seasoned vets are struggling to keep up with a consistent...

 

Wednesday, October 5, 2016

“It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning.” ― Henry Ford

 

Monday, September 26, 2016

Despite negative earnings for the past six quarters, the S&P 500 index was expected to turn a profit, as is usual for the third quarter. Unfortunately, what you’d expect from the market isn’t always what you get...

 

Monday, September 19, 2016

Everyone remembers the residential real estate bubble bursting in 2008. The President of the Boston Federal Reserve Bank, Eric Rosengren, seems to elude to the same warning signs that preceeded the 2008 crash showing for our current...

 

Friday, September 9, 2016

Welcome to Values Based Wealth Management! We help you identify the values in your life that are most important to you and construct a retirement plan that addresses these concerns and guarantees reliable income for the rest of your...