Steve Weinberger discusses the creator economy and unique financial needs of athletes, entertainers and creators in this article in Wealth Solutions Report
Steve Weinberger gives views on the creator economy and the mindset, challenges and needs of clients with high earnings early in their careers in this article in Wealth Solutions Report titled, “The Unique Financial Needs Of Athletes, Entertainers And Creators.”
2022 Year End Planning
This has been another unprecedented year in many regards. Market malaise may be front and center and on the minds of many, however, that should not serve as an excuse to ignore your personal finances. The end of the year marks a great time to consider planning opportunities that may provide meaningful benefits, if appropriate […]
Alyssa Phillips shares highlights from the Schwab IMPACT conference in Denver
The Schwab IMPACT Conference brings together the largest gathering of fiduciary financial professionals in the nation. In this video interview, our COO Alyssa Phillips shares takeaways from her favorite session — and it’s no surprise if you know Alyssa, the session was on building relationships.
Alyssa Phillips provides insights on how to become a better mentor in this article in Barron’s
Chief Operating Officer Alyssa Phillips comments on the importance of setting expectations and giving mentees space when mentoring in this Barron’s article titled “9 Ways Financial Advisors Can Become Better Mentors.”
Market Monitor – Third Quarter 2022
The votes have been tallied and any hopes for a sustained rally in July were quickly dashed as markets experienced a bear market rally through the remainder of the third quarter. Markets broadly made new lows on the same mix of concerns that have plagued 2022.
Alyssa Phillips speaks about Building an Empowered & Collaborative Workplace in this Swift Chats Podcast episode
COO Alyssa Phillips discusses how HCR uses technology and people to build an empowered and collaborative workplace culture in this podcast episode with Marie Swift on Swift Chats in the Financial Services Industry.
Steve Weinberger’s entrepreneurial journey is profiled in VENTEUR Magazine
Senior Managing Director Steve Weinberger shares his entrepreneurial successes and challenges in this article titled “A Founder’s Journey Includes Being Social”
Greg Heller explains HCR’s approach to meetings with family member clients in this article in Barron’s
CEO Greg Heller discusses the benefits of a team approach to meetings with family members in this article titled “For Financial Pros, Working With Family Members Isn’t Easy.”
The Clarity Formula® – Tax Strategies
Despite the highest inflation in 40 years, rising interest rates, and significant losses in both the stock and bond markets, donors have remained committed to supporting the charities and causes important to them. According to Schwab Charitable, in the first 6 months of this year “donors granted $2.1 billion to charities, a 16% increase over […]
Greg Heller profiled in Authority Magazine about “5 Things I Wish Someone Told Me Before I Became a CEO”
CEO Greg Heller was profiled in Authority Magazine discussing “5 Things I Wish Someone Told Me Before I Became a CEO.”