Entries by Eric Baker

Casey Marx Earns The Certified Financial Fiduciary® (CFF) Designation

Crown Haven Wealth Advisors LLC proudly announces Owner and President Casey Marx has earned the Certified Financial Fiduciary® (CFF) designation. He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest […]

Carmel & Fishers Indiana Named Top 10 Best Places to Live in America

Carmel & Fishers Indiana named “Top 10 Best Places to Live in America” by Livability editors and data scientists for 2022. Fishers, Indiana, was named number 7, and Carmel, Indiana was number 10 on the list. After an in-depth analysis of 2,000 cities across the country, our editors and data scientists have identified the top […]

08/08/22 Wealth Management Insights

08/08/22 Wealth Management Insights. Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy. The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500 rose 0.36%. The Nasdaq Composite index picked up 2.15% […]

Smart Retirement & 401(k) Moves In 2022

Our very own CEO Casey Marx provided smart retirement & 401(k) moves in 2022 tips to reporter Felicia Lawrence WTHR Indianapolis. With inflation and rising interest rates, the state of the economy may have you on edge, wondering what to do with your retirement money. If you are closer to retirement age, you don’t have that […]

08/01/22 Wealth Management Insights

08/01/22 Wealth Management Insights. Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings. The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500 picked up 4.26%. The Nasdaq Composite index gained 4.70% for the week. The MSCI EAFE index, […]

Managing the Risk of Outliving Your Money

Managing the risk of outliving your money has become one of the top questions we hear from pre-retirees. In fact, according to TransamericaCenter.org research1, 42% of workers say they fear outliving their savings and investments. Retirees face greater “longevity risk” today.The Census Bureau says that Americans typically retire around age 63 for women and 65 […]

3 Financial Planning Tips for the Second Half of 2022

Here are 3 financial planning tips for the second half of 2022. With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be challenging […]

07/25/22 Wealth Management Insights

Climbing BackThe major U.S. stock indexes rebounded from the previous week’s modest declines to post gains of around 2.0% to 3.0%. Although stocks have recently traded in a fairly narrow range, the S&P 500 was up 8.0% on Friday from a recent low in mid-June. Labor Market Setback The number of Americans submitting initial claims […]

Casey’s Thoughts – Fees & Investments

In a recent article on FinancialPlanning.com it was reported that Equitable told teachers their variable annuity fees were $0.00, SEC discovered. As a result, Equitable was charged with misleading retirement savers about hefty fees on variable annuities highlighting gaps in investor disclosures about the complex products. “Equitable Financial Life Insurance agreed on July 18 to pay $50 […]