Insights
The Clarity Formula®
Estate Planning Exemption Limits
The Tax Cuts and Jobs Act signed into law in December of 2017, nearly doubled the estate, gift, and generation skipping transfer tax exemption from $5.49 million to $11.18 million.…
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Technical Market Timing Indicators
Carl Aschenbrenner, Portfolio Manager at HCR Wealth Advisors, reads the tea leaves to provide clues about the market’s future. Most people and academics believe market timing is impossible. There’s no way…
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HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?
It’s 2021 and there are new occupants in the White House. That alone is reason enough to do a financial review as each new year brings ample reason to review…
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A Recovery Like No Other?
January 2021 The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a lot of craziness. If I…
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2020 Year End Financial Resolutions
It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced…
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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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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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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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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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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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