Insights
Election Uncertainty Lingers
The third quarter of 2020 was another positive quarter for most financial assets. Mega cap stocks led the way once again, which helped the market cap-weighted S&P 500 Index pull into…
Read article
HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?
Everyone has questions about what is happening with the economy right now. With the pandemic, uncertainty has settled on economies and global markets worldwide.
Read more
Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
By earning a CDFA® certification, Michelle Katzen, Managing Director at HCR Wealth Advisors, adds to her portfolio to better assist HCR Wealth Advisors’ clients
Read more
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.…
Read article
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…
Read article
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…
Read article
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…
Read article
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…
Read articleHCR 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.
Read more
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…
Read article
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…
Read article
HCR Wealth Advisors Managing Director Michelle Katzen Earns CDFA® Certification
By earning a CDFA® certification, Michelle Katzen, Managing Director at HCR Wealth Advisors, adds to her portfolio to better assist HCR Wealth Advisors’ clients
Read more
What You and Yours Need to Know About Student Loan Repayments During the Pandemic
Millions of student loan borrowers across the country are facing difficulty making payments on their loans as the Coronavirus pandemic continues. You personally may not be encountering this problem, but…
Read articleConnect with Us
Ask a Question
We're always open to answering personal financial questions.
Let's get in touch