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

What the One Big Beautiful Bill Act Means for Your Financial Plan

Caitlin Allard |
Categories
ARC Blog
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. This sweeping legislative package combines permanent tax reforms, new deductions, and significant spending changes across federal programs. Here are a few of the most talked about tax provisions and how they might impact your financial plan. Individual tax rates and higher standard deductions are now permanent The tax rates that became effective in 2018 and were previously scheduled to revert...

Rethinking Multi-Factor Investing: Is Smart Beta Smart?

Jim Worden |
Categories
ISC Blog
I remember when multi-factor strategies became popular 15 years ago. They were marketed to add more diversification than the market while capturing the known risk premia – value, momentum, quality, volatility, and size – and were considered “smart beta.” I spoke with two advisors the other day that said they moved away from these strategies as some have been significantly underperforming the market. The chart below supports this view. Various Multi-Factor Strategies (8/1/23 to 7/31/25)...