In the News
Below are some selected examples of Haven Financial Advisors appearing in the print media
Interviewed by CNBC on practices for minimizing taxes in retirement. Discussed strategic use of Roth Conversions.
Interviewed by Investopedia on the Pros and Cons of 401k contributions
Interviewed in Barron's Magazine on the topic of laddered bond portfolios
Financial Advisor Magazine, 11.03.2014
The author surveys a number of advisors on the pros and cons of foreign investing. I point out that valuations in emerging markets are more attractive and that, long term, foreign stocks reduce overall portfolio volatility.
Using foreign diversification in both equities and fixed income markets may not deliver higher returns—at least, not consistently—but it does drive down volatility, and thus risk in client portfolio, according to Louis Kokernak of Haven Financial Advisors.
Wall Street Jounral, 06.02.2014
Mr. Kokernak encourages clients to use low-cost stock and bond funds in their HSA accounts. He uses a custodian called HSA Bank, based in Sheboygan, Wis. HSA Bank has a slate of mutual funds available and lets account holders direct their own investments through TD Ameritrade.