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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The Clarity Formula<sup>®</sup>  <br>Umbrella Insurance</br>
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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The Clarity Formula<sup>®</sup>  <br>Estate Planning Exemption Limits</br>
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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