HCR In the News
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Jordan Hanson discusses budgeting for your dream home in article in Yahoo! Finance
Financial Advisor Jordan Hanson was quoted in Yahoo! Finance, discussing if it’s worth it for homebuyers to go over budget for their dream home.
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Michelle Katzen featured in UCLA Anderson School of Management video discussing her experience in the Master of Financial Engineering program
Managing Director Michelle Katzen recalls her experiences with classmates at UCLA Anderson School of Management in this video, including how they influence her more than a decade later in her career with HCR.
Read moreMichelle Katzen discusses a career track in Portfolio Management for the UCLA Anderson School of Management’s Financial Engineering program
Managing Director Michelle Katzen describes how the foundational knowledge gained through studies in Financial Engineering and Portfolio Management at UCLA Anderson School of Management helped her to excel in her career with HCR.
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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
Senior Managing Director Steve Weinberger was interviewed on NTD Television, discussing how many Americans can negotiate better retirement perks and benefits.
Read moreMichelle 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
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”
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
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
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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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.
Read moreMichelle 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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