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

The Crucial Conversation During Life Insurance Awareness Month

Raymond Bell |
Categories
Weekly Market Commentary
September is Life Insurance Awareness Month—but what does that really mean? While many campaigns focus on the fact that Americans are underinsured, this is only part of the conversation. According to a 2020 LIMRA study, only 54% of Americans have life insurance, and 27% have non-portable group life insurance through their employer. Highlighting underinsurance is crucial, but there’s more to consider. Many people buy life insurance, file the policy away, and forget about it. Whether...

Weekly Market Commentary 09.03.2024

Jimmy Lee |
Categories
Weekly Market Commentary
The Markets After gyrating wildly throughout the month, major U.S. stock indexes finished August higher. Despite a lot of uncertainty and some dramatic ups and downs, the Standard & Poor’s (S&P) 500 Index rose 2.3 percent in August, while the Dow Jones Industrial Average gained 1.8 percent to close at a record high. It was the fourth consecutive month of gains for both indexes, reported Connor Smith of Barron’s. The month’s most remarkable comeback belonged...