---
title: Useful Financial Insight & Strategy | Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA
description: A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.
---

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# Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA

A highly trained financial analyst, Joe is responsible for analyzing current and potential investments for the firm through deep fundamental analysis, researching industry trends, speaking to industry experts, and through a thorough understanding and application of quantitative methods and technical analysis. Mr. Maas is very unique because he is certified in so many areas of expertise. He has earned certificates from nine prestigious organizations, and, with over two decades of financial industry experience, his unique core specialty is providing comprehensive investment management services for individual investors, business owners, and financial advisors.

[![New Home Sales Rolling Over](https://calyxwealth.com/hs-fs/hubfs/iStock-1339637098.jpg?width=724&height=483&name=iStock-1339637098.jpg)](https://calyxwealth.com/blog/new-home-sales-rolling-over)

 2 min read

#### [New Home Sales Rolling Over](https://calyxwealth.com/blog/new-home-sales-rolling-over)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA:](https://calyxwealth.com/blog/author/joe-maas) May 26, 2022 6:15:00 PM

On Tuesday of this week, the National Association of Home Builders reported April 2022 new home sales were down for a fourth straight month, falling 16.6% to 591K. This is the lowest level of new home sales since April 2020 and a 159K miss from the...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/new-home-sales-rolling-over)

[![April's Showers & Disappointments](https://calyxwealth.com/hs-fs/hubfs/Rain_April%20Showers.jpg?width=724&height=483&name=Rain_April%20Showers.jpg)](https://calyxwealth.com/blog/aprils-showers-disappointments)

 16 min read

#### [April's Showers & Disappointments](https://calyxwealth.com/blog/aprils-showers-disappointments)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): May 5, 2022 2:30:00 PM

Market performance at the end of April did not produce the bounty of flowers expected by the popular refrain; rather, April’s showers continued to...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/aprils-showers-disappointments)

[![](https://calyxwealth.com/hs-fs/hubfs/Signal%20vs%20Noise.jpg?width=788&height=443&name=Signal%20vs%20Noise.jpg)](https://calyxwealth.com/blog/signal-vs-noise)

 17 min read

#### [Signal vs. Noise](https://calyxwealth.com/blog/signal-vs-noise)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Apr 6, 2022 12:05:56 PM

The major domestic market indices all finished March on the upside but are showing YTD losses as they have not yet regained lost ground since...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/signal-vs-noise)

[![](https://calyxwealth.com/hs-fs/hubfs/Ukraine%20People.jpg?width=788&height=443&name=Ukraine%20People.jpg)](https://calyxwealth.com/blog/markets-russia-ukraine)

 20 min read

#### [Markets, Russia & Ukraine](https://calyxwealth.com/blog/markets-russia-ukraine)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Mar 21, 2022 12:55:51 PM

As February ends and March begins, the world's attention is consumed by the Kremlin's aggression against the people of Ukraine.

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/markets-russia-ukraine)

[![](https://calyxwealth.com/hs-fs/hubfs/Stagflation_Portfolio%20Managers%20Thoughts.jpg?width=754&height=464&name=Stagflation_Portfolio%20Managers%20Thoughts.jpg)](https://calyxwealth.com/blog/stagflation-job-market-and-credit-realities)

 3 min read

#### [Stagflation, Job Market Optimism & Credit Realities](https://calyxwealth.com/blog/stagflation-job-market-and-credit-realities)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Mar 10, 2022 2:59:22 PM

Job market optimism collides with credit market realities.

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/stagflation-job-market-and-credit-realities)

[![](https://calyxwealth.com/hs-fs/hubfs/Core%20Personal%20Consumption%20Expenditures_Carlton%20Wealth.jpg?width=724&height=483&name=Core%20Personal%20Consumption%20Expenditures_Carlton%20Wealth.jpg)](https://calyxwealth.com/blog/the-feds-favorite-inflation-gauge)

 2 min read

#### [The Fed's Favorite Inflation Gauge](https://calyxwealth.com/blog/the-feds-favorite-inflation-gauge)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Feb 28, 2022 1:45:00 PM

The Fed’s favorite inflation gauge notches a 4-decade high as core personal consumption expenditures (PCE) hit 5.21% in January 2022.

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/the-feds-favorite-inflation-gauge)

[![](https://calyxwealth.com/hs-fs/hubfs/Russia%20%26%20Ukraine%20Relationship.jpg?width=725&height=482&name=Russia%20%26%20Ukraine%20Relationship.jpg)](https://calyxwealth.com/blog/geopolitical-market-review-ukraine-invaded-by-russia)

 2 min read

#### [Geopolitical Market Review- Ukraine invaded by Russia](https://calyxwealth.com/blog/geopolitical-market-review-ukraine-invaded-by-russia)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Feb 25, 2022 11:01:00 AM

The markets continue to experience turbulence as Ukraine defends itself from Russia’s invasion. Heightened geopolitical risks on top of the...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/geopolitical-market-review-ukraine-invaded-by-russia)

[![](https://calyxwealth.com/hs-fs/hubfs/2021%20to%202022_Turning%20The%20Page.jpg?width=774&height=452&name=2021%20to%202022_Turning%20The%20Page.jpg)](https://calyxwealth.com/blog/turning-the-page)

 12 min read

#### [Turning The Page](https://calyxwealth.com/blog/turning-the-page)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Jan 10, 2022 10:56:00 AM

December ended on a favorable note for most markets and most commodities. While we are now in the midst of a new flare-up of the Covid virus,...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/turning-the-page)

[![New All Time Highs](https://calyxwealth.com/hubfs/Stock%20Market%20-%20New%20Highs.jpg)](https://calyxwealth.com/blog/indices-reach-new-highs)

 15 min read

#### [Indices Reach New Highs](https://calyxwealth.com/blog/indices-reach-new-highs)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Nov 17, 2021 10:15:05 AM

The start of the fourth quarter was generous to the equity markets as almost every key indices reached new year-long heights.

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/indices-reach-new-highs)

[![](https://calyxwealth.com/hubfs/Inflation_September%20Market%20Update.jpg)](https://calyxwealth.com/blog/inflation-lower-third-quarter-growth)

 14 min read

#### [Inflation & Lower Third-Quarter Growth](https://calyxwealth.com/blog/inflation-lower-third-quarter-growth)

![Picture of Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/hs-fs/hubfs/Joe%20Maas.png?width=30&name=Joe%20Maas.png) [Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA](https://calyxwealth.com/blog/author/joe-maas): Oct 15, 2021 4:03:56 PM

September was a difficult month for the major market indices as investors remained concerned about the possibility of inflation and the nation’s...

[Market Updates](https://calyxwealth.com/blog/tag/market-updates) 

[Read More](https://calyxwealth.com/blog/inflation-lower-third-quarter-growth)

[1](https://calyxwealth.com/blog/author/joe-maas/page/1) [2](https://calyxwealth.com/blog/author/joe-maas/page/2) [3](https://calyxwealth.com/blog/author/joe-maas/page/3) [Next](https://calyxwealth.com/blog/author/joe-maas/page/2)

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