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 […]
A Recovery Like No Other?
January 2021 The year 2020 will be one that no one will forget, but few would like to relive. Pandemics, lockdowns, unemployment, riots—there was a lot of craziness. If I told you all those factors would lead to a solid year for stocks you would have looked at me like I had a third eye. […]
2020 Year End Financial Resolutions
It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced to deal with financial upheaval and tragedy in ways they never imagined. However, maybe you and your family were fortunate enough to still be able […]
HCR Wealth Advisors explains what GDP numbers mean for the economic outlook in article in Chicago Biz News
In this bylined article in Chicago Biz News, the HCR team provides thoughts on the Q3 2020 GDP, what the figures mean, and how they affect investors and other Americans.
HCR Wealth Advisors on How to Protect Credit Scores in the Face of Delayed Payments
Worrying about credit scores when one is out of work and trying to keep a roof overhead seems trivial. But mostly anytime is a crucial time to monitor credit reports because of the long-term effects of any negative remarks. Creditors and Coronavirus When the Coronavirus started inching its way onto the evening news, HCR Wealth […]
Investing for Free Cash Flow
At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which […]
HCR Wealth Advisors Explains What GDP Numbers Mean For the Economic Outlook
The third-quarter Gross Domestic Product, or GDP, was recently announced with great fanfare. The question asked by most investing and non-investing Americans, including HCR Wealth Advisors, was: “What does that mean to me?” HCR Wealth Advisors feels that a little historical perspective can be useful. First-Quarter (Q1) 2020 GDP — On March 11, the World Health […]