2022 Outlook
Navigating Moderation Markets, economies and inflation (the current favorite word in the investing lexicon) all came roaring back last year. Looking to 2022, we continue to see opportunity, but with greater moderation. Our 10-year market forecasts summarized below rose modestly year-over-year; however, our projections remain well below long-term averages. Source: HCR Wealth Advisors Capital Market […]
HCR 2022 Financial Resolutions
2021 was an eventful year in many ways, especially for the financial markets with companies reopening and people heading back to the office. As we continue adjusting to these and other changes and as we come to the end of the year, it is important to take stock of your mental, physical, and financial wellbeing. […]
Alyssa Phillips profiled in Authority Magazine, discussing “Reworking Work”
Chief Operating Officer Alyssa Phillips was profiled in Authority Magazine, discussing “How Employers and Employees are Reworking Work Together”, including designing a future for the workplace and a work model that works for more people.
2021 Year End Planning
2021 was yet again another unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. The end of the year marks a great time to consider the following financial planning moves, if appropriate for your situation. It is always important to do your best to end the […]
What is ‘transitory’ inflation?
Oct 2021 Most folks gauge how things are going in the country by watching the nightly news and reading stories in the general media. Problem is, most of the news tends to skew negative, maybe to attract more readers (positive headlines don’t sell as well as scary ones). As such, there is a tendency to […]
The Clarity Formula – Tax Planning Strategies
The Roth IRA, named after the late Delaware Senator William V. Roth Jr., was established by the Taxpayer Relief Act of 1997. The first accounts were opened in 1998. Over the last 20 years, it has become a household name in the world of financial services and one of the most popular investment vehicles. A […]
The Clarity Formula®
Investment Management
At HCR Wealth Advisors, our investment management philosophy starts with our core-satellite approach. This approach allows us to build customized portfolios, tailored to our clients’ unique lives and specific needs while actively managing risk. Our core-satellite approach is built on five pillars, all working together cohesively to manage risk in our clients’ portfolios. 1) Knowing […]
HCR Wealth Advisors Honored as “Leaders of Influence: Wealth Managers in Los Angeles”
Three senior executives included in Los Angeles Business Journal’s annual list.
Has the economic recovery peaked?
July 2021 As the economic reopening gained steam, the second quarter of 2021 was another strong one for equities. Stocks again led most asset classes, with large-cap companies leading the way. U.S. stocks well outperformed international stocks, with markets like China and Japan actually declining in Q2. Fixed income markets were positive, lessening their declines […]
Alternative Investments
Following a volatile 2020 in stock and bond markets, interest in alternative investments continues to climb. But what are alternative investments, and are they right for you? An alternative investment is a financial asset that does not fall into one of the conventional categories – stocks, bonds, or cash. Alternative investments can include hedge funds, […]