Hagen Wealth Management

Hagen Wealth Management Hagen Wealth Management is a comprehensive financial services firm committed to helping you improve

07/13/2026

This week's Weekly Market Commentary discusses how the first half of 2026 challenged expectations for falling inflation, lower interest rates, and declining Treasury yields, as investors navigated a Fed leadership change, a geopolitical shock that drove oil prices and yields higher, and an AI-driven...

Happy 4th of July!
07/04/2026

Happy 4th of July!

06/29/2026

This week’s Weekly Market Commentary discusses the strong second-quarter rally, highlighted by the S&P 500 gaining 12.6% and both the Nasdaq-100 and Russell 2000 rising over 20%, as equities trended steadily higher. It also examines whether recent momentum and major events like SpaceX’s IPO sign...

Hagen Wealth Management Welcomes Jim Perry, PPC as a Financial Advisor and Retirement Plan ConsultantWe’re pleased to we...
06/26/2026

Hagen Wealth Management Welcomes Jim Perry, PPC as a Financial Advisor and Retirement Plan Consultant

We’re pleased to welcome Jim Perry, PPC, to Hagen Wealth Management as a Financial Advisor & Retirement Plan Consultant. With 35+ years of retirement plan experience, Jim specializes in 401(k) Plans, Cash Balance Plans, SIMPLE IRA Plans, Nonqualified Deferred Compensation Plans, fiduciary best practices, plan governance, investment oversight, benchmarking, employee education, plan design, and coordinating with TPAs, 3(16) Administrators, recordkeepers, and other service providers. Welcome to the team, Jim!

06/22/2026

This week’s Weekly Market Commentary discusses LPL Research’s analysis of Chair Kevin Warsh’s hawkish debut, marked by a focus on price stability, policy review task forces, and ongoing uncertainty around future rate hikes and inflation. It also highlights a shift toward “constructive ambigu...

06/16/2026

This week’s Weekly Market Commentary discusses the reopening of the U.S. IPO market after a prolonged slowdown, driven by improved macro conditions, stronger risk appetite, and a pipeline of sizable private companies that could significantly influence equity indexes and AI-related market narrative...

06/02/2026

This week’s Weekly Market Commentary discusses how stock valuations appear elevated by traditional metrics, yet remain reasonable when viewed alongside supportive economic growth, inflation, interest rate, and earnings expectations. While optimism is largely priced in and future gains will depend ...

05/26/2026

This week’s Weekly Market Commentary discusses the shifting leadership within commodity markets and highlights agriculture as an emerging area of opportunity after years of volatility across sectors. It explores how supply constraints, geopolitics, and historical cycles are shaping the outlook for...

05/20/2026

This week’s Weekly Market Commentary discusses how Middle East tensions have dominated markets since late February, with ongoing uncertainty offset by diplomatic progress that has supported equities while risks remain reflected in fixed income and commodities. It also highlights that the U.S. econ...

05/11/2026

This week’s Weekly Market Commentary discusses how a potential transition from Jerome Powell to a Kevin Warsh–led Federal Reserve could mark a meaningful shift toward a smaller Fed footprint, less forward guidance, and greater reliance on market-driven price discovery. LPL Research explores what...

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Wednesday 8:30am - 4:30pm
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