Insights

November 19, 2020

HCR Wealth Advisors on How to Protect Credit Scores in the Face of Delayed Payments

Worrying about credit scores when one is out of work and trying to keep a roof overhead seems trivial. But mostly anytime is a crucial time to monitor credit reports…

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Investing for Free Cash Flow

At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that…

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HCR Wealth Advisors Explains What GDP Numbers Mean For the Economic Outlook

The third-quarter Gross Domestic Product, or GDP, was recently announced with great fanfare. The question asked by most investing and non-investing Americans, including HCR Wealth Advisors, was: “What does that…

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November 12, 2020

Have You Performed Your Year End Financial Review?

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider…

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October 21, 2020

HCR Wealth Advisors’ 5 Questions to Ask a Financial Advisor

Few people ask about the philosophy of a financial advisory group before deciding who to hire. Yet, that’s the driving force behind every recommendation that advisors will make to their…

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October 12, 2020

HCR Wealth Advisors Prepare Business Owners for Long-Term Success

While not all entrepreneurs are seat-of-the-pants managers, many have achieved success by taking a hands-on approach to running their companies. It gives them a sense of full control over their…

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October 8, 2020

HCR Wealth Advisors Unpacks the Effects of COVID-19 on the Economy

Everyone has questions about what is happening with the economy right now. With the pandemic, uncertainty has settled on economies and global markets worldwide. Many people, not just investors but…

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September 29, 2020

HCR Wealth Advisors Unpacks the Effects of COVID-19 on the Economy

Everyone has questions about what is happening with the economy right now. With the pandemic, uncertainty has settled on economies and global markets worldwide.

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September 24, 2020

Account Titling and Estate Planning Document Updates

Account titling and beneficiary designations are two key yet often overlooked components of estate planning. Your estate documents will ensure your assets are distributed according to your wishes. However, your…

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September 21, 2020

Anatomy of an Economy: Health of the Market in Q3 2020 Part 3

As goes the economy, so goes the market? Not necessarily. HCR Wealth Advisors’ team of experts started this 3-part series by looking at how the U.S. GDP was reacting to…

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September 18, 2020

What The Potential Election Outcomes Could Mean for Investors

First, we would be remiss if we didn’t remined investors that markets have enjoyed positive returns under most presidents – regardless of which party.  The reason is that generally speaking, markets…

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September 15, 2020

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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