HCR In the News:
Press Releases and Media Mentions

Michelle Katzen discusses health savings accounts in article in Barron’s
November 23, 2021

Michelle Katzen discusses health savings accounts in article in Barron’s

Managing Director Michelle Katzen is quoted in Barron’s discussing how HSAs are underutilized, including how they are often a good choice for clients going through a divorce and needing a new health insurance policy.

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HCR Wealth Advisors Ranked as a Top 24 Financial Advisory Firm in Los Angeles by Expertise.com
November 8, 2021

HCR Wealth Advisors Ranked as a Top 24 Financial Advisory Firm in Los Angeles by Expertise.com

Expertise.com scored 902 financial advisors in Los Angeles and narrowed it down to the top 24 based on 25 variables across five categories. HCR scored an ‘A’ in reputation, professionalism, friendliness, helpfulness, and detail, and an ‘A+’ in responsiveness.

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Michelle Katzen explains the Return on Assets ratio in article in Business Insider
November 4, 2021

Michelle Katzen explains the Return on Assets ratio in article in Business Insider

Managing Director Michelle Katzen is quoted in Business Insider discussing what ROA is and how it can be used as a key gauge of a company’s profitability.

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Michelle Katzen discusses IPO stocks in article in NextAdvisor by TIME
November 2, 2021

Michelle Katzen discusses IPO stocks in article in NextAdvisor by TIME

Managing Director Michelle Katzen is quoted in NextAdvisor, a publication by TIME, discussing how to invest in IPO stocks, who can invest in them, and why they are risky.

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Jordan Hanson provides a list of some of the best low-cost index funds in article in NextAdvisor by TIME
October 27, 2021

Jordan Hanson provides a list of some of the best low-cost index funds in article in NextAdvisor by TIME

Financial Advisor Jordan Hanson is quoted in NextAdvisor, a publication by TIME, explaining when index funds are a good investment choice. He also provides a list of some of the best low-cost index funds with low expense ratios.

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Michelle Katzen discusses how target date funds work in article in NextAdvisor by TIME
October 26, 2021

Michelle Katzen discusses how target date funds work in article in NextAdvisor by TIME

Managing Director Michelle Katzen is quoted in NextAdvisor, a publication by TIME, discussing the benefits of target date funds and when it would be beneficial to invest in them.

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HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers in Los Angeles”
August 13, 2021

HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers in Los Angeles”

Three senior executives included in Los Angeles Business Journal’s annual list.

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HCR Wealth Advisors Discusses How Stimulus Checks Will Affect the Economy
April 14, 2021

HCR Wealth Advisors Discusses How Stimulus Checks Will Affect the Economy

The American Rescue Plan has been signed. The questioning has now gone from how large the personal stimulus checks will be to how the checks themselves will impact the economy.

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HCR Wealth Advisors on Today’s markets_ Cryptos, Digitals and Trolls
April 2, 2021

HCR Wealth Advisors on Today’s markets_ Cryptos, Digitals and Trolls

There was a time when the New York Stock Exchange looked like a giant bullpen where people shouted orders to buy and sell shares of stock. That was before, as HCR Wealth Advisors points out, two technological advances: digitization and digitalization.

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What are parents teaching kids about money?
March 9, 2021

What are parents teaching kids about money?

Mother may not always know best when it comes to imparting accurate and helpful financial knowledge to her children. The same notion appears to be true for dear old Dad’s advice.

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