As Seen In

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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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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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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