Greenhaven Financial Management

08/26/2026

Don’t believe everything you tell yourself at 3am.
Like a lot of people. I do my best worrying at that hour. Health, friends, pets – my predictions are always catastrophic.

I can’t tell you how long your daughter will date that “dopey guy” or whether your cat is lonely but I can help you address your concerns about the economy and your money.

We know that difficult markets may lead to emotional decisions, not necessarily good decisions. Part of my role is to help you keep perspective and suggest appropriate actions. The answers will differ depending on where you are in the investment cycle. Mid-career, approaching retirement, currently retired.

The risk you are willing to take, the amount you actually have invested in equities, cash flow; all points of discussion in which I may assuage fears and help you make clearer decisions about your investments.

Whether history repeats itself or simply rhymes, I have been working in the investment markets for 35 years. I’ve learned good solutions over the years. Call or text me at 917-414-6398.

05/29/2023

Happy Memorial Day and thank you for your service

05/15/2023

https://www.nytimes.com/2023/05/13/business/divorce-retirement-savings-planning.html

Women who have gone through a divorce often see their savings and retirement depleted. Building back means careful planning.

11/22/2022

"we are witnessing the belated but ultimately healthy collapse of what I call the abracadabra economy, which was itself born of a marriage between the fake-it-till-you-make-it mentality of Silicon Valley and a decade of ultralow interest rates that allowed people to invest lavishly in really stupid ideas." - Bret Stephenson

For Trump, Pelosi, Biden and Musk, not everything is going according to plan.

11/11/2022

Wishing veterans a "Happy" Veterans day implies gratitude for their service but shouldn't we also be wishing that they had peace of mind, good health, a roof over their heads and appropriate medical care?

10/26/2022

401(k) Contribution Limits Are Taking a Big Jump for 2023

The I.R.S. announced one of its largest increases in decades to caps on retirement contributions, allowing workers with access to the plans to save more.

10/12/2022

One of my "real life" heros

Former Federal Reserve chairman Ben Bernanke and two academic economists — Douglas Diamond and Philip Dybvig — share this year's Nobel Prize in economics for their work on bank runs.

09/05/2022

I always feel that having a dog make me more human. In the fall I will begin to look for another rescue to replace my dear Juju. I caught this podcast today. We all bemoan the thousands we spend on sick or unhealthy pets and then we breathe a sigh of relief that we can afford it. Particularly at the end of their lives. In addition to the dollars and cents, the broadcast included an interview with Dr. Mary Gardner, geriatric pet specialist and author of a terrific book, It's Never Long Enough: A Practical Guide to Caring for your Geriatric Dog. Just file all this away in the info you might need someday file or call and ask me.

https://www.drmarygardner.com/

On this very special episode Suze invited her friend Dr. Mary Gardner to talk about the real costs in owning a pet. You’ll learn about what to save for, tips on geriatric care and so much more. To learn more, you can visit Dr. Mary at https://www.drmarygardner.com/ You can buy her books here: http...

06/17/2022

The markets could use an additional day off!

The new federal holiday of Juneteenth will be celebrated on Monday, June 20th. The markets will be closed. Did you just hear that collective sigh of relief?

We know what happened after the Fed announcement of the .75% hike in interest rates on Wednesday. While listening to Chairman Powell’s address, the phrase, “Price stability in this new world” has stayed with me. My interpretation of this phrase was that after 13 years of a bull-markets we may not see a quick correction this time. It may be time for a broader reassessment and adjustment to our expectations and investments.

As you know, your stage of the investment lifecycle will dictate the actions that should be taken on your accounts I remind you that the people who took no action in their accounts between September of 2008 and March of 2009, they had made back their losses by Q2, 2011, depending on their investments.

No one day or week or month is representative of the overall economy or the financial markets.

Enjoy your extra day off this weekend.

06/17/2022

https://www.nytimes.com/2022/06/16/business/bear-markets-recession-stocks.html