David Haas, CFP® is often called upon by national publications for his insight and opinions as well as his expertise in many areas of financial planning. We invite you to read some of these informative articles in which David has been quoted.
Market Volatility Fuels Investor Anxiety
April 2nd, 2026
Finance News Network
David Haas of Cereus Financial Advisors is particularly concerned about the prospect of stagflation, a combination of high inflation and stalled economic growth. The parallel weakness observed in both stocks and bonds is reminiscent of 2022, when both asset classes ended the year in the red, leaving investors with limited safe-haven options.
S&P 500 worst quarter since 2022 puts 60/40 portfolios under stress
April 1st, 2026
US investment advisers are warning clients of a broadening set of risks heading into the second quarter, citing hotter inflation, mounting geopolitical tensions and emerging strains in the private credit market…
US financial advisors brace for growing array of risks in second quarter
April 1st, 2026
Suzanne McGee
Investment advisors say a buildup of problems is weighing on clients, who are entering the second quarter of the year struggling with trying to predict the outcome of war, the direction of energy prices and the repercussions of problems stemming from private credit.
Claim the 'Founder' Title After 55: Launch a Business Without Jeopardizing Your Retirement
March 20th, 2026
Jacob Schroeder
The title “Founder” on LinkedIn jumped by 69% in 2025 and is up 300% since 2022. Driven by layoffs and economic uncertainty, many professionals are rebranding freelance or consulting work as entrepreneurship. And while it may seem like a younger person’s game, it’s increasingly common among older adults.
Why “breaking even” on Social Security is the wrong goal
January 15th, 2026
Robert Powell, CFP
Many financial planners say focusing on “breaking even” can lead retirees to make the wrong Social Security claiming decision – here’s what to consider instead.
The 90+ Rule of Retirement: Live Long and Prosper
October 4th, 2025
Jacob Schroeder
“Continuing to work provides intellectual and physical activity, which is very important to healthy longevity,” says David Haas, CFP® and owner of Cereus Financial Advisors. In fact, several studies have linked working past traditional retirement age to better health and, yes, even longer lifespans.
How wealthy investors use ETFs to skirt capital gains taxes. The strategy is ‘like magic,’ advisor says
August 21st, 2025
Kate Dore, CFP®, EA
7 Essential Investing Rules We All Should Know
June 26th, 2025
Jacob Schroeder
The best time to start investing is right now. That’s just one vital rule investors should be familiar with. Here are six more.
Changing careers? Make these 3 money moves first, experts say: ‘Don’t just wing it’
April 8th, 2025
Judy Lagrou
Rising living costs, fewer job openings and tougher competition are pushing many people to rethink their career paths. Whether you’re newly unemployed, underpaid or simply ready for something new, you’re not alone if you’re thinking about a career change.
You’re Young and Barely Making Ends Meet. Why You May Need a Will.
March 15th, 2025
Mallika Mitra
Ross Natoli, a financial advisor at Joel Isaacson & Co., recommends young people consider estate planning—and he has a personal reason for doing so. When his brother-in-law was 37 with a newly born baby, he was diagnosed with terminal colon cancer.
73% of workers worry Social Security won't be able to pay retirement benefits. Here's what advisors say
November 21st, 2024
Lorie Konish, CNBC
Most Americans are concerned about what may happen to Social Security when its retirement trust fund crosses a projected 2033 depletion date, according to a new Bankrate survey.
My late husband’s pension was $8,000. Now I only get $1,800. Can I fight it?
September 25th, 2024
Alessandra Malito
“You have to choose up front when you start taking the pension what the survivor’s benefit is,” he said, and that varies by the company. Pensions are basically annuities, and as such, they follow
actuarial calculations with life expectancies in mind.
Political unrest got you rattled? Experts share what to do with your money
July 18th, 2024
Venessa Wong
Election-related anxiety was already rising before a gunman attempted to assassinate former President Donald Trump at a campaign rally this past weekend. The shooting was just the latest in a series of destabilizing events for voters, who have navigated the COVID-19 pandemic, the dramatic swings in the stock market that followed, and sharply rising consumer prices and interest rates.
What We Can Learn From Jersey City's Luxury Housing Boom
July 11th, 2024
Francesca Maglione
I am quoted at the bottom of this article under Question of The Week
I’m 73 and have $930,000 in my IRA. Should I wait for the market to go down before I do a Roth conversion?
July 2nd, 2024
Beth Pinsker
Trying to time with the market is usually a fool’s errand, but there are several schools of thought about how to best do a conversion
Always be Prepared
January, 2024
Matt Cosentino
Retirement planning can be a scary process for some, but with a little bit of effort and the assistance of an experienced professional, it doesn’t have to be…
43% of Americans with credit card debt say it’s due to emergency expenses—here’s how much it’s costing them
January 9th, 2024
Mike Winters
The number of Americans carrying a credit card balance is climbing, with many using their credit to cover unexpected or emergency expenses, a new Bankrate report reveals…
Health Savings Accounts: From Simple Savings To Investment Powerhouse
November 11th, 2023
Robert Powell
Once just a vehicle for immediate health care costs, health savings accounts, or HSAs, have transformed into a potent financial tool. Many investors are leveraging their HSA’s triple-tax benefits for long-term health and retirement planning.
MarketWatch - Opinion: Think twice about rebalancing your stocks and bonds before January and do this instead.
December 14th, 2022
Beth Pinsker
Most people won’t benefit from frequently rejiggering their investments and should focus on starting fresh in the new year.
MarketWatch - Opinion: The days of IRS forgiveness for RMD mistakes may soon be over.
January 13th, 2023
Beth Pinsker
Did you forget to take your RMD? You can beg forgiveness…but maybe not for much longer.
CNBC - Gold and crypto have been called ‘inflation-proof’ investments—so far in 2022, neither seems to be a great hedge
September 23rd, 2022
Mike Winters
Gold and crypto have been called ‘inflation-proof’ investments—so far in 2022, neither seems to be a great hedge
AARP - 10 Types of Insurance You Don’t Need
November 2nd, 2022
Patricia Amend
Save money by examining the coverage you have and getting rid of what you don’t need.
Bottom Line Inc. - Boomerang Kids and Your Bottom Line
October 5th, 2022
David Haas
Boomerang kids are booming. More than half of American adults ages 18 to 30 lived with their parents in 2020—the first time that has happened since the Great Depression, according to Pew Research Center.
AARP - You’ve Lost an Important Document. Now What?
February 14th, 2023
Niamh Rowe
How to proceed when you can’t find the paperwork you need
