HCR In the News
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Jordan Kahn shares his market outlook for the rest of 2022 in article in Wealth Management Magazine
Chief Investment Officer Jordan Kahn discusses if the current bear market environment has bottomed out yet in this bylined article he wrote for the 2022 Midyear Outlook issue of Wealth Management Magazine.
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Alyssa Phillips explains the top 6 things that most leaders do but great leaders don’t in this feature article in Finance Digest
Chief Operating Officer Alyssa Phillips authored this bylined article titled “What Most Leaders Do, But Great Leaders Don’t” based on her experiences as leader and her quest to constantly seek out ways to improve.
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Sam Puathasnanon explains how HCR is using client testimonials in this article in Private Funds CFO
Chief Compliance Officer Sam Puathasnanon discusses how HCR is approaching the use of client testimonials, including processes and approvals in this article from Private Funds CFO.
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Jordan Kahn comments on ways to preserve capital during a bear market for investors nearing or in retirement in this article in US News & World Report
Chief Investment Officer Jordan Kahn discusses capital preservation strategies during a bear market in this article in US News & World report titled “Are Dividend Stocks the Best Path to Income in a Bear Market?”
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Jordan Kahn interviewed on earnings to watch for Apple (AAPL), Amazon (AMZN), and Honeywell (HON) on TD Ameritrade Network
Chief Investment Officer, Jordan Kahn, was interviewed on the TD Ameritrade Network where he discusses earnings that were recently released for Apple (AAPL), Amazon (AMZN), and Honeywell (HON).
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Alyssa Phillips highlighted as July’s Women in Wealth Tech to Watch by F2 Strategy
Chief Operating Officer Alyssa Phillips was selected as July’s Women in Wealth Tech to Watch by F2 Strategy in honor of her achievements as an accomplished WealthTech executive and experience leading cross-functional teams in highly dynamic organizations.
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HCR Wealth Advisors Listed as One of the Best Financial Advisory & Wealth Management Firms in Los Angeles by AdvisoryHQ
AdvisoryHQ, a leading ranking and review site, listed HCR as one of the top 12 financial advisory and wealth management firms in Los Angeles, where HCR received an overall rating of 5 (the highest rating possible), tying for the best overall score.
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Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work
Chief Operating Officer Alyssa Phillips was profiled in Thrive Global discussing core values and alignment between personal and professional, including her “Top 5 Trends To Track in the Future of Work.”
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Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.
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Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.
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Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”
CEO Greg Heller was profiled in ValiantCEO, discussing how HCR establishes lifelong relationships with clients through education, trust, and communication, as well as how HCR has adapted throughout the pandemic, his outlook for 2022 and beyond.
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HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times
Three of HCR’s senior executives recently won multiple awards in the Los Angeles Business Journal and Los Angeles Times. Congratulations go to Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director.
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