Insights

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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September 10, 2020

Anatomy of an Economy: HCR Wealth Advisors Expectations for Q3 2020 Part 2

As Q3 2020 unfolds, investors and non-investors alike want to know what to expect from the economy. The experts at HCR Wealth Advisors have put together a 3-part series that addresses the…

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September 9, 2020

Generating Yield In a Zero Interest Rate Environment

Carl Aschenbrenner, HCR Wealth Advisors The Federal Reserve’s response to COVID has included cutting interest rates to zero. So what do you do now if you want to generate yield?…

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August 28, 2020

Anatomy of an Economy: HCR Wealth Advisors’ Expectations for Q3 2020 Part 1

As the second quarter of 2020 closes and the third quarter opens, questions about how the economy will perform are on everyone’s mind. Investors, the employed, and the unemployed alike…

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August 21, 2020

HCR Wealth Advisors Ponders if the Economy Can Thrive Without a Vaccine

“Vaccine” is probably the second-most uttered word these days, after “Coronavirus” or “Covid.” Yet not everyone has looked much beyond the timing of an effective one. That is until HCR…

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August 20, 2020

HCR Wealth Advisors is Finding the Silver Linings in the Pandemic’s Clouds

The word “narrative” has come front-and-center as we continue to live in the shadows of the COVID-19 pandemic. People often take sides based on political leanings, and their beliefs are…

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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

CEO Spotlight: Greg Heller, CEO of HCR Wealth Advisors

What’s the story behind how you became a financial advisor and got to where you are?When I was in college, I really enjoyed corporate finance classes and classes on economics.…

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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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