Chad H. Haas, Investment Representative

10/12/2026

EMPOWER 2026 is on the horizon.
Join us in Tampa, October 25-28, as the Raymond James RIA & Custody Services community comes together to connect, share ideas, and explore this year's theme: Accelerating Innovation.
We're looking forward to meaningful conversations, valuable insights, and the opportunities that emerge when industry leaders and advisors come together.
https://www.raymondjamesconnect.com/aOVH_2

10/05/2026

With fraudsters now testing the limits of artificial intelligence, it can be difficult to trust your own eyes and ears. Here's what to prepare for in a new world of scams:

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09/30/2026

Building long-term financial security often starts with consistent habits. Explore practical ways to make the most of your retirement accounts and keep your savings goals on track:

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09/11/2026

Take the next step toward retirement.

Retirement planning is a marathon, not a sprint. This 401(k) Day, take a few minutes to review your contribution rate, see whether you are receiving the full employer match available to you, revisit your investment selections and confirm your beneficiary information. Small, consistent steps can help keep your long-term goals moving forward.

09/11/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

09/07/2026

Here's to the hard work behind every goal. Happy Labor Day!

08/13/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth. Discover three key questions:

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08/11/2026

Eliminating debt might seem like the ultimate financial milestone. But the move might limit future opportunities. Learn why:

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07/21/2026

Your child may be an adult at 18, but that doesn't automatically mean you'll be able to help in an emergency. From healthcare decisions to financial matters, key legal documents can help ensure parents and caregivers can step in when needed.
Learn which documents every family should consider before college move-in day by reading the article below.
Have questions about protecting your family and preparing for the next stage of life? Connect with me to discuss planning considerations that may be right for your situation.

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07/04/2026

250 years in the making. Wishing you a happy and memorable Fourth of July.