Insights

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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April 14, 2021

HCR Wealth Advisors Discusses How Stimulus Checks Will Affect the Economy

The American Rescue Plan has been signed. The questioning has now gone from how large the personal stimulus checks will be to how the checks themselves will impact the economy.

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April 2, 2021

HCR Wealth Advisors on Today’s markets_ Cryptos, Digitals and Trolls

There was a time when the New York Stock Exchange looked like a giant bullpen where people shouted orders to buy and sell shares of stock. That was before, as HCR Wealth Advisors points out, two technological advances: digitization and digitalization.

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March 9, 2021

What are parents teaching kids about money?

Mother may not always know best when it comes to imparting accurate and helpful financial knowledge to her children. The same notion appears to be true for dear old Dad’s advice.

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March 4, 2021

Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board

Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board.

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February 24, 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 where your finances stand.

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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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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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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 19, 2020

HCR Wealth Advisors on How to Protect Credit Scores in the Face of Delayed Payments

Worrying about credit scores when one is out of work and trying to keep a roof overhead seems trivial. But mostly anytime is a crucial time to monitor credit reports…

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