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.
Alyssa Phillips discusses automated portfolio management tools in article on WealthManagement.com
Chief Operating Officer Alyssa Phillips was quoted in WealthManagement Magazine, discussing the benefits of using automated portfolio management tools like Advyzon Quantum.
HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2022 “Leaders of Influence” list in Los Angeles.
Market Review – March 2022
Variations on a Theme New catalysts provided fuel to the fires of inflation and volatility Market Recap While February began with eyes on Fed Chairman Powell’s hawkish stance, inflation and a focus on the job market, the resounding theme was Russia’s invasion of Ukraine during the last week of the month. As this evolved from […]
In Focus: Russian Invasion of Ukraine
Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern.
In reaction to this event, risk assets retreated as risk-off havens and global commodity markets rallied.
The Clarity Formula® Estate Planning
February has long been a month associated with love. This makes it a great time to show how much you care about the people you love by creating an estate plan. If you already have an estate plan in place, now is an opportune time to check in on your plan to ensure it still […]
What Retirees Might Not Know About Social Security
Social Security is a federal program in the United States that provides benefits in the form of retirement income and disability income to qualified people and their spouses, children, and survivors. Social Security benefits are so valuable because they provide 90% of the income for about 1 in 4 seniors and lifts roughly 4 in […]