Market Commentary

The Clarity Formula – Umbrella Insurance
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 – Estate Planning Exemption Limits
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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HCR Wealth Advisors Explains What GDP Numbers Mean For the Economic Outlook

HCR Wealth Advisors Explains What GDP Numbers Mean For the Economic Outlook

The third-quarter Gross Domestic Product, or GDP, was recently announced with great fanfare. The question asked by most investing and non-investing Americans, including HCR Wealth Advisors, was: “What does that…

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Have You Performed Your Year End Financial Review?
November 12, 2020

Have You Performed Your Year End Financial Review?

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider…

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HCR Wealth Advisors’ 5 Questions to Ask a Financial Advisor
October 21, 2020

HCR Wealth Advisors’ 5 Questions to Ask a Financial Advisor

Few people ask about the philosophy of a financial advisory group before deciding who to hire. Yet, that’s the driving force behind every recommendation that advisors will make to their…

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