Insights

February 24, 2021

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.

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February 23, 2021

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

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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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September 15, 2020

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

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August 19, 2020

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…

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