December 21, 2021

HCR 2022 Financial Resolutions

2021 was an eventful year in many ways, especially for the financial markets with companies reopening and people heading back to the office. As we continue adjusting to these and…

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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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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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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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June 30, 2021

Alternative Investments

Following a volatile 2020 in stock and bond markets, interest in alternative investments continues to climb. But what are alternative investments, and are they right for you? An alternative investment…

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May 18, 2021

The Clarity Formula®
Umbrella Insurance

You buy a variety of insurance products to protect your assets and your loved ones. You are familiar with the basics: auto insurance, homeowners insurance, and life insurance. These policies…

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April 22, 2021

The Re-opening

April 2021 The first quarter of 2021 was another strong one for equities, with stocks leading the performance tables vs. most other asset classes. Stocks continued to work their way…

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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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February 22, 2021

Technical Market Timing Indicators

Carl Aschenbrenner, Portfolio Manager at HCR Wealth Advisors, reads the tea leaves to provide clues about the market’s future. Most people and academics believe market timing is impossible. There’s no way…

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February 4, 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…

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