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

Blogs

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.