Market Commentary

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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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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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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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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Technical Market Timing Indicators
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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HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?
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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2020 Year End Financial Resolutions
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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HCR Wealth Advisors on How to Protect Credit Scores in the Face of Delayed Payments
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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Investing for Free Cash Flow

Investing for Free Cash Flow

At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that…

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