The Clarity Formula®
Umbrella Insurance
You buy a variety of insurance products to protect your assets and your loved ones. You are familiar with the basics: auto insurance, homeowners insurance, and life insurance. These policies help protect you from financial ruin should you or someone in your family accidentally cause major injuries or property damage to others. However, you may […]
The Re-opening
April 2021 The first quarter of 2021 was another strong one for equities, with stocks leading the performance tables vs. most other asset classes. Stocks continued to work their way higher, bolstered by a myriad of tailwinds: fiscal and monetary stimulus, solid money flows (sidelined cash coming into the market), and increasing consumer confidence due […]
HCR Wealth Advisors Discusses How Stimulus Checks Will Affect the Economy
The American Rescue Plan has been signed. The questioning has now gone from how large the personal stimulus checks will be to how the checks themselves will impact the economy.
HCR Wealth Advisors on Today’s markets_ Cryptos, Digitals and Trolls
There was a time when the New York Stock Exchange looked like a giant bullpen where people shouted orders to buy and sell shares of stock. That was before, as HCR Wealth Advisors points out, two technological advances: digitization and digitalization.
What are parents teaching kids about money?
Mother may not always know best when it comes to imparting accurate and helpful financial knowledge to her children. The same notion appears to be true for dear old Dad’s advice.
Alyssa Phillips of HCR Wealth Advisors Joins Charles Schwab Technology, Operation and Services Board
Chief Operating Officer of HCR Wealth Advisors, Alyssa Phillips, has joined the Charles Schwab Technology, Operation and Services Board.
HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?
It’s 2021 and there are new occupants in the White House. That alone is reason enough to do a financial review as each new year brings ample reason to review where your finances stand.
The Clarity Formula®
Estate Planning Exemption Limits
The Tax Cuts and Jobs Act signed into law in December of 2017, nearly doubled the estate, gift, and generation skipping transfer tax exemption from $5.49 million to $11.18 million. This exemption limit for 2021 is $11.7 million. For individuals and families with substantial amounts of wealth, this presents an opportunity to leave more money […]
Technical Market Timing Indicators
Carl Aschenbrenner, Portfolio Manager at HCR Wealth Advisors, reads the tea leaves to provide clues about the market’s future. Most people and academics believe market timing is impossible. There’s no way to know what will happen next. It’s true that economic forecasting is difficult and shocks are often a surprise. However, reading the tea leaves of the market […]
HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?
It’s 2021 and there are new occupants in the White House. That alone is reason enough to do a financial review as each new year brings ample reason to review where your finances stand. After all, 2020 brought the turmoil of the pandemic and now the hope of the vaccines. What no one, Including HCR […]