The Clarity Formula<sup>®</sup> – Tax Strategies
September 21, 2022

The Clarity Formula® – Tax Strategies

Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes…

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The Clarity Formula<sup>®</sup> – Investment Management – The Satellites
August 22, 2022

The Clarity Formula® – Investment Management – The Satellites

You have heard the adage “Do not put all your eggs in one basket.” This common phrase introduces the idea of diversification. Diversification is a key pillar in portfolio construction…

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In Focus: Reassessing the Evolving Market Landscape
July 5, 2022

In Focus: Reassessing the Evolving Market Landscape

With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.

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Disability and Long-Term Care Insurance
May 26, 2022

Disability and Long-Term Care Insurance

Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if…

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In Focus: Russian Invasion of Ukraine
February 25, 2022

In Focus: Russian Invasion of Ukraine

Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern. In reaction to this event, risk assets retreated as risk-off havens and global commodity markets rallied.

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The Clarity Formula<sup>®</sup> Estate Planning
February 22, 2022

The Clarity Formula® Estate Planning

February has long been a month associated with love. This makes it a great time to show how much you care about the people you love by creating an estate…

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What Retirees Might Not Know About Social Security
February 7, 2022

What Retirees Might Not Know About Social Security

Social Security is a federal program in the United States that provides benefits in the form of retirement income and disability income to qualified people and their spouses, children, and…

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HCR 2022 Financial Resolutions
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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2021 Year End Planning
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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The Clarity Formula – Tax Planning Strategies
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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The Clarity Formula<sup>®</sup>  <br>Investment Management</br>
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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Alternative Investments
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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