Insights

November 23, 2021

Michelle Katzen discusses health savings accounts in article in Barron’s

Managing Director Michelle Katzen is quoted in Barron’s discussing how HSAs are underutilized, including how they are often a good choice for clients going through a divorce and needing a new health insurance policy.

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November 22, 2021

2021 Year End Planning

2021 was yet again another unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. The end of the year marks a…

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November 8, 2021

HCR Wealth Advisors Ranked as a Top 24 Financial Advisory Firm in Los Angeles by Expertise.com

Expertise.com scored 902 financial advisors in Los Angeles and narrowed it down to the top 24 based on 25 variables across five categories. HCR scored an ‘A’ in reputation, professionalism, friendliness, helpfulness, and detail, and an ‘A+’ in responsiveness.

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November 4, 2021

Michelle Katzen explains the Return on Assets ratio in article in Business Insider

Managing Director Michelle Katzen is quoted in Business Insider discussing what ROA is and how it can be used as a key gauge of a company’s profitability.

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November 2, 2021

Michelle Katzen discusses IPO stocks in article in NextAdvisor by TIME

Managing Director Michelle Katzen is quoted in NextAdvisor, a publication by TIME, discussing how to invest in IPO stocks, who can invest in them, and why they are risky.

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October 27, 2021

Jordan Hanson provides a list of some of the best low-cost index funds in article in NextAdvisor by TIME

Financial Advisor Jordan Hanson is quoted in NextAdvisor, a publication by TIME, explaining when index funds are a good investment choice. He also provides a list of some of the best low-cost index funds with low expense ratios.

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October 26, 2021

Michelle Katzen discusses how target date funds work in article in NextAdvisor by TIME

Managing Director Michelle Katzen is quoted in NextAdvisor, a publication by TIME, discussing the benefits of target date funds and when it would be beneficial to invest in them.

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October 25, 2021

What is ‘transitory’ inflation?

Oct 2021 Most folks gauge how things are going in the country by watching the nightly news and reading stories in the general media.  Problem is, most of the news…

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September 21, 2021

The Clarity Formula – Tax Planning Strategies

The Roth IRA, named after the late Delaware Senator William V. Roth Jr., was established by the Taxpayer Relief Act of 1997. The first accounts were opened in 1998. Over…

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August 20, 2021

The Clarity Formula®
Investment Management

At HCR Wealth Advisors, our investment management philosophy starts with our core-satellite approach. This approach allows us to build customized portfolios, tailored to our clients’ unique lives and specific needs…

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August 13, 2021

HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers in Los Angeles”

Three senior executives included in Los Angeles Business Journal’s annual list.

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July 22, 2021

Has the economic recovery peaked?

July 2021 As the economic reopening gained steam, the second quarter of 2021 was another strong one for equities. Stocks again led most asset classes, with large-cap companies leading the…

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