In Focus: Reassessing the Evolving Market Landscape
With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.
Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work
Chief Operating Officer Alyssa Phillips was profiled in Thrive Global discussing core values and alignment between personal and professional, including her “Top 5 Trends To Track in the Future of Work.”
Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.
Market Review – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.
Disability and Long-Term Care Insurance
Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if you find yourself in a position where you are not able to work or cannot care for yourself. While the circumstances can be unpleasant to […]
Alyssa Phillips shares her wild pandemic ride in Bizwomen by The Business Journals
In this bylined article in Bizwomen by The Business Journals, Chief Operating Officer Alyssa Phillips shares her wild journey throughout the pandemic, including difficulties encountered both personally and professionally, as well as how she overcame them.
Market Review – May 2022
The quick and material rise in interest rates had significant impacts across asset classes in both April and the year so far. Our outlook for 2022 remains similar to how we entered the year, emphasizing caution toward greater volatility ahead.
Greg Heller profiled in ValiantCEO on “Establishing Lifelong Relationships With Clients”
CEO Greg Heller was profiled in ValiantCEO, discussing how HCR establishes lifelong relationships with clients through education, trust, and communication, as well as how HCR has adapted throughout the pandemic, his outlook for 2022 and beyond.
HCR Wealth Advisors Wins Multiple Awards in The Los Angeles Business Journal and Los Angeles Times
Three of HCR’s senior executives recently won multiple awards in the Los Angeles Business Journal and Los Angeles Times. Congratulations go to Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director.
Market Monitor – First Quarter 2022
The first quarter certainly lived into our 2022 Outlook, Navigating Moderation, in which we discussed volatility ahead. Even before notable geopolitical events in Europe, both fixed income and equities had pulled back as investors adjusted to the Federal Reserve’s new tone of higher rates and less accommodative policies.