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…
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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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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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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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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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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.
Read moreJordan 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.
Read moreMichelle 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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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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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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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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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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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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