Coronavirus In Context
Although the coronavirus outbreak first surfaced in late January, it has taken until yesterday to spark an outsized reaction in the financial markets. As of just last week, stock markets were at record highs, and had risen uninterrupted nearly 20% since their October 2019 lows. So stocks were due for some sort of correction/pullback, and […]
HCR Wealth Advisors: Helping Navigate the Nearing Retirement Age
Hoping for the Best, Planning for the Worst If you had to retire today, would you be able to live comfortably in your golden years? For anyone born as early as 1954, the retirement age for full Social Security benefits is age 66. For anyone born in 1960 (or later), that age is 67. With […]
HCR Wealth Advisors and Early Financial Lessons from Coronavirus
It’s not easy to capture the world’s attention. Natural disasters and bombed oil fields distract us for a few days until the degree of damage is assessed and corrective action is taken. Then the next “News Alert” takes over the news threads. But something open-ended that cannot yet be measured –like coronavirus (or what the […]
Estate Planning: Gifting Strategies
When it comes to sharing your wealth, there may be no better time than the present. If you plan to help your children or grandchildren financially, the question of how and when to transfer wealth is one that you will have to deliberate. According to a 2019 Merrill Lynch retirement study, 65% of Americans age […]
How to Know If Your Debt is Good, Bad, or Ugly
How you react to the word “debt” is likely related to a bad experience you have had, or something your parents taught you; that all debt is bad. On the other hand, maybe you’ve seen someone use debt strategically with great success and explain to you how debt can be good. Both of these can […]
How to Know If Your Debt is Good, Bad, or Ugly
How you react to the word “debt” is likely related to a bad experience you have had, or something your parents taught you; that all debt is bad. On the other hand, maybe you’ve seen someone use debt strategically with great success and explain to you how debt can be good. Both of these can […]
Can Markets Repeat a Historic Year?
Coming off such a horrible finish to 2018, not many investors were overly bullish last year. Most breathed a sigh of relief when the markets started to bounce back, but didn’t cheer the continued rally that ultimately turned out to be a hugely positive year for financial markets. To wit, the S&P 500 Index posted […]
HCR Wealth Advisors Rebrands to Better Articulate its Brand Story
HCR Wealth Advisors, an independent wealth management firm, is built around a commitment to exceptional client service.
Financial New Year’s Resolutions
According to a study conducted by the University of Scranton’s “Journal of Clinical Psychology,” 45% of Americans make New Year’s resolutions. Sadly, only 8% of Americans can achieve them. The beauty in making New Year’s resolutions is that you get a fresh opportunity every year. Below are a handful of Financial New Year’s Resolutions that can help improve your financial health…
Financial New Year’s Resolutions
According to a study conducted by the University of Scranton’s “Journal of Clinical Psychology,” 45% of Americans make New Year’s resolutions. Sadly, only 8% of Americans can achieve them. The beauty in making New Year’s resolutions is that you get a fresh opportunity every year. Below are a handful of Financial New Year’s Resolutions that can help improve your financial health…