Insights

April 2, 2021

HCR Wealth Advisors on Today’s markets_ Cryptos, Digitals and Trolls

There was a time when the New York Stock Exchange looked like a giant bullpen where people shouted orders to buy and sell shares of stock. That was before, as HCR Wealth Advisors points out, two technological advances: digitization and digitalization.

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March 9, 2021

What are parents teaching kids about money?

Mother may not always know best when it comes to imparting accurate and helpful financial knowledge to her children. The same notion appears to be true for dear old Dad’s advice.

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March 4, 2021

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board.

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February 24, 2021

HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?

It’s 2021 and there are new occupants in the White House. That alone is reason enough to do a financial review as each new year brings ample reason to review where your finances stand.

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February 23, 2021

The Clarity Formula – Estate Planning Exemption Limits

The Tax Cuts and Jobs Act signed into law in December of 2017, nearly doubled the estate, gift, and generation skipping transfer tax exemption from $5.49 million to $11.18 million.…

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January 28, 2021

A Recovery Like No Other?

January 2021 The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a lot of craziness. If I…

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January 22, 2021

Quarterly Market Monitor

January 2021 A Recovery Like No Other? The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a…

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December 16, 2020

2020 Year End Financial Resolutions

It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced…

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November 12, 2020

Have You Performed Your Year End Financial Review?

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider…

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September 29, 2020

HCR Wealth Advisors Unpacks the Effects of COVID-19 on the Economy

Everyone has questions about what is happening with the economy right now. With the pandemic, uncertainty has settled on economies and global markets worldwide.

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September 24, 2020

Account Titling and Estate Planning Document Updates

Account titling and beneficiary designations are two key yet often overlooked components of estate planning. Your estate documents will ensure your assets are distributed according to your wishes. However, your…

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September 18, 2020

What The Potential Election Outcomes Could Mean for Investors

First, we would be remiss if we didn’t remined investors that markets have enjoyed positive returns under most presidents – regardless of which party.  The reason is that generally speaking, markets…

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