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Client Memos and Commentary

Hayes Financial 10-Year Anniversary Letter

May 11, 2018

We celebrated 10 years as a firm this May. Please click here to read a copy of our thank you letter to clients for a wonderful first 10 years.

Third-Party Commentaries and Guides

JP Morgan’s Quarterly Guide to Market
JP Morgan updates this guide each quarter. The comprehensive report compiles and then illustrates data from nearly all economic and market sectors.

Barron’s Online

Budgeting & Cash Flow

Budget Worksheet

Terms & Definitions

Recommended Sites


Yahoo! Finance

Books We Recommend

Benoit Mendelbrot – The (Mis)Behavior of Markets
This book was recently recommended to us by a client. I’ve read some Mendelbrot work because of a personal interest in natural fractals, but was unaware that he had applied his theories to finance. A very interesting and not too technical read.