As Seen In

Jordan Kahn discusses Social Security in article in GOBankingRates
February 4, 2022

Jordan Kahn discusses Social Security in article in GOBankingRates

Chief Investment Officer Jordan Kahn was quoted in GOBankingRates, discussing things that most retirees don’t know about Social Security.

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Steve Weinberger interviewed on retirement benefits on NTD Television
January 31, 2022

Steve Weinberger interviewed on retirement benefits on NTD Television

Senior Managing Director Steve Weinberger was interviewed on NTD Television, discussing how many Americans can negotiate better retirement perks and benefits.

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Michelle Katzen quoted on stock buybacks in article in Business Insider
January 19, 2022

Michelle Katzen quoted on stock buybacks in article in Business Insider

Managing Director Michelle Katzen is quoted in Business Insider discussing some of the benefits of stock buybacks, including how reducing the number of shares can lead to each share being worth more, but also some of the criticisms.

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Michelle Katzen discusses how to gift stock shares in article in NextAdvisor by TIME
December 15, 2021

Michelle Katzen discusses how to gift stock shares in article in NextAdvisor by TIME

Managing Director Michelle Katzen is quoted in NextAdvisor, a publication by TIME, discussing how to gift stock shares to your loved ones or to charity this holiday season.

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Alyssa Phillips profiled in Authority Magazine, discussing “Reworking Work”
December 10, 2021

Alyssa Phillips profiled in Authority Magazine, discussing “Reworking Work”

Chief Operating Officer Alyssa Phillips was profiled in Authority Magazine, discussing “How Employers and Employees are Reworking Work Together”, including designing a future for the workplace and a work model that works for more people.

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News Release: HCR Wealth Advisors Ranked as a Top 24 Financial Advisory Firm in Los Angeles by Expertise.com
December 7, 2021

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

In this news release, HCR discusses how in addition to ranking as a top Financial Advisor in LA by Expertise.com, three senior executives were listed as “Leaders of Influence” in the Los Angeles Business Journal.

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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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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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