Insights
HCR Wealth Advisors Managing Director Michelle Katzen Earns CDFA® Certification
By earning a CDFA® certification, Michelle Katzen, Managing Director at HCR Wealth Advisors, adds to her portfolio to better assist HCR Wealth Advisors’ clients
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What You and Yours Need to Know About Student Loan Repayments During the Pandemic
Millions of student loan borrowers across the country are facing difficulty making payments on their loans as the Coronavirus pandemic continues. You personally may not be encountering this problem, but…
Read articleLos Angeles Business Journal Recognizes HCR Wealth Advisors As Leaders of Influence
Three members of HCR Wealth Advisors are named among the 2020 Wealth Managers List
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“Unprecedented”
In the first quarter of this year, the stock market saw an unprecedented decline – in terms of the speed and magnitude with which it took place. In the aftermath and…
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SECURE Act – “Stretch” Elimination
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, drastically changed a very powerful financial and estate planning tool. For many, the…
Read articleHCR Wealth Advisors To Hold Reddit “Ask Me Anything” About Covid-19 Economy
Steve Weinberger, Senior Managing Director of HCR Wealth Advisors, will have answers to all Reddit users pressing questions concerning the post-covid economy.
Read moreHCR Wealth Advisors Outlines Best Investment Strategies In Covid-19 Roundtable Discussion
Covid-19 has sparked hundreds of questions about national finances and how investors should budget for uncertain market changes.
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Long-Term Care Insurance
Roughly half of today’s 65-year olds will eventually develop a chronic medical condition, a disability, or a disorder that will require some form of long-term care services. Waiting until you…
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The Great Lockdown
To say that investors just witnessed an historic quarter would be a huge understatement. In mid-February, the stock market hit an all-time record high. Just one month later people were asking if…
Read articleNavigating the COVID-19 Crisis Webinar – Recording Now Available
Last week our Chief Investment Officer, Jordan Kahn, CFA®, provided an in-depth look at the market, as well as an overview of our investment management strategy during the current crisis.…
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CARES Act Update
The recently passed Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, has introduced many provisions that clients should consider. Below, we have highlighted one section of the act that…
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COVID-19 Update: Time to Sell or Buying Opportunity?
We have been receiving a lot of calls from clients wondering if we have a plan to deal with the current market environment. One of the difficulties of sending out…
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