Insights
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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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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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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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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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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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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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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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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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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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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