Jordan Kahn discusses Social Security in article in GOBankingRates
Chief Investment Officer Jordan Kahn was quoted in GOBankingRates, discussing things that most retirees don’t know about Social Security.
Inflation, the Fed, Correction; Oh My!
Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major indexes sold off with some crossing into a technical correction. Additionally, fixed income markets pulled back over the period as investors weighed new information from […]
Steve Weinberger interviewed on retirement benefits on NTD Television
Senior Managing Director Steve Weinberger was interviewed on NTD Television, discussing how many Americans can negotiate better retirement perks and benefits.
Will the Fed take away the ‘punch bowl’?
Jan 2022 Last year (2021) was supposed to be the year of recovery, but the emergence of Covid “variants” (delta and omicron) made the recovery lumpy and uneven. Overall, the economy still grew nicely, but the pace of jobs growth varied widely, and the labor force participation rate remained low. Total nonfarm payrolls remain more […]
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 […]