Art of Helping “Smartly” During the COVID-19 Pandemic
As more and more companies are forced to let employees go — and as more shut-down businesses struggle with bills and bankruptcy — friends and family less affected by the coronavirus crisis will want to lend a helping hand. The question is: how do you do that, smartly? HCR Wealth Advisorscan help. While many will simply […]
HCR Wealth Advisors Discusses the Tax Implications of Charitable Contributions
HCR Wealth Advisors shares the art of helping “smartly” and discusses the tax implications to consider with charitable contributions.
Retirement Planning: Using Non-Taxed Assets to Keep the Taxman at Bay
You want to stretch your retirement nest egg as far as possible and to do that, you need to think of the taxman during the accumulation phase. How taxes play a role in retirement spending One thing is clear: the more taxes you have to pay in retirement, the more assets you have to accumulate before […]
The Great Lockdown
To say that investors just witnessed an historic quarter would be a huge understatement. In mid-February, the stock market hit an all-time record high. Just one month later people were asking if the U.S. was going to experience a repeat of the 1930s depression. Its hard to fathom how there could have been such an abrupt change of […]
HCR team participates in Roundtable Discussion for the Los Angeles Business Journal
The HCR Wealth Advisors team participated in a Roundtable Discussion for the LA Business Journal, discussing the current investment environment, the market outlook, changes to the wealth management industry, asset allocation for long-term portfolios, and more.
Navigating the COVID-19 Crisis Webinar – Recording Now Available
Last week our Chief Investment Officer, Jordan Kahn, CFA®, provided an in-depth look at the market, as well as an overview of our investment management strategy during the current crisis. Click here to listen to the full webinar recording on our YouTube channel. Key Topics Included: Data points to keep in mind Are we in a bear market? […]
Social Security: Can I Collect Benefits As An Ex-Spouse?
Most conversations about Social Security today focus on whether or not “it will be there” when you retire. Or, among beneficiaries, if payments shouldn’t go up faster than they do each year, compared with inflation. What conversations aren’t about is what a godsend these monthly automatic bank deposits are as part of people’s retirement income. […]
Emergency Prep: Maybe Emergency Food Supplies Aren’t So Silly After All
Say “emergency food supplies,” and we immediately think of doomsday preppers. People with bug-out bags so there’s an escape path from encroaching danger. Or hidden stockpiles of food and weapons in the case of Armageddon. But 2020 has shown us that no one is exempt from needing to prepare for an emergency. And in this […]
Financial Advisors Part 2: What You Need to Know
How are financial advisors paid? How financial consulting companies charge can seem confusing, as it’s multi-layered. It’s one area where you will want to get complete clarity. The fee structure An advisor’s fee structure can be fee-only, fee-based, or commission only. The structure you choose matters. As the name implies, a fee-only advisor receives no commissions on […]
HCR Wealth Advisors gives tips on managing a budget during uncertain times in article in Small Business Sense
In this bylined article in Small Business Sense, the HCR team provides tips on managing a budget during uncertain times, reviewing your investment types, how to plan proactively, how to determine whether to adjust long-term savings plans, and more.