The Monteverde Group, LLC- Jason C. Haswell

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The Monteverde Group, LLC- Jason C. Haswell Financial services firm helping clients grow, manage, and preserve wealth™.

10/19/2026

With mortgage rates above 7%, shopping around can pay off: identical borrowers may receive offers more than half a percentage point apart.

10/16/2026

Downsizing in retirement can help simplify your lifestyle, lower expenses and even create extra income. In addition to moving to a smaller home, retirees may benefit from selling unused items, reducing financial accounts, and cutting unnecessary costs.

10/14/2026

Artificial intelligence continues to attract unprecedented venture capital funding, reshaping investment trends and creating new opportunities across the technology landscape. As investors evaluate the next phase of AI innovation, market participants will be watching whether record investment levels...

10/12/2026

Whether you’re building wealth, knowledge, or friendships, find your wet snow, pick a long hill, and keep pushing.

10/09/2026

Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe.

10/08/2026

Municipal bonds experienced a challenging September, driving yields to some of the highest levels seen in decades and increasing market volatility. In this episode of Market Signals, LPL's Lawrence Gillum and PIMCO's David Hammer discuss why higher yields, strong credit fundamentals, and opportuniti...

10/08/2026

Health savings accounts help manage short- and long-term health care costs while offering significant tax advantages.

09/23/2026

A growing chorus of AI researchers say the technology could wipe out humans—even if all the bots want to do is make paper clips.

09/21/2026

Adoption of artificial intelligence for personal finance is surging. More than half (55%) of Americans said they used AI to help manage finances.

09/18/2026

Football players are using their NIL earnings to purchase properties in college towns. “This can change our lives forever.”

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2001 Main Street Suite 402
Wheeling, WV

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