Insights

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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August 19, 2020

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…

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August 13, 2020

Los 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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July 22, 2020

“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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June 17, 2020

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…

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June 16, 2020

HCR 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.

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May 21, 2020

HCR 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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May 20, 2020

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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April 24, 2020

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…

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April 16, 2020

Navigating 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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April 3, 2020

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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March 16, 2020

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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