Financial Freedom at 50: Playing with (Midlife) FIRE
Everybody wants to be free. The question is, how many are willing to do what it takes to reach financial freedom, where you have enough passive investment income to cover your living expenses and are not reliant on work. Millennials popularized FIRE — Financial Independence, Retire Early — as a way to shake up the […]
Greg Heller discusses why millennials are more open about their finances in article in Business Insider
CEO Greg Heller is quoted in Business Insider, discussing why millennials are more open to talking about their finances then generations that came before them.
An Interview with HCR Wealth Advisors’ Steve Weinberger
HCR Wealth Advisors is a dedicated wealth management firm founded on the principles of providing up-to-date, sound financial and investment strategies to their clients by integrating their investments, retirement plans, and financial targets into a single strategy that evolves and grows as they do. HCR Wealth Advisors appoints a dedicated team to work side-by-side with […]
The Wall of Worry (Redux)
In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you would probably conclude that the stock market is doing horrible. But in fact, the market has continued to do quite well amidst a broader backdrop […]
HCR Wealth Advisors & Stock Market Volatility
The Number one question on the lips of every American with assets tied up in the markets is, “Will the bull market continue its heady climb, or are we on the brink of financial Armageddon?” What makes answering this question so difficult is that there are two schools of thought, one for each possibility, each […]
HCR Wealth Advisors on What Federal Interest Rate Changes Can Mean for Your Financial Plans
The Twitter-verse bristles with what the Federal Reserve will do with interest rates at each of its monthly meetings. Talking heads on television opine endlessly and breathlessly. And the President tries jawboning the stoic Chairman of the Fed into dropping rates dramatically. Despite the constant chatter about Federal interest rates, what is rarely discussed is […]
HCR Wealth Advisors on What the Inverted Yield Curve Means for Your Financial Game Plan
The term “inverted yield curve” has been a prominent fixture in society of late with talking heads and pundits using its re-emergence as a sign of an impending economic recession. Some are saying another recession like the one experienced in 2008 may be right around the corner, some are calling for drastic measures like divesting […]
Life Insurance Basics
Preparing for your family’s future goes beyond investing to meet your goals and objectives. A key component of ensuring your family’s future is financially stable is obtaining the right amount and the right kind of life insurance. Life insurance can help reduce the financial impact your passing could have on your loved ones. Among many […]
A Tale of Two Markets
While there is always a bull vs. bear debate in any market environment, the cross-currents in today’s financial markets are fairly stark. Recent stock market action is painting a rosy forward-looking picture, while the action in bond yields is singing a less cheerful tune. So which one is right? That remains one of the difficulties […]
Estate Planning Basics
Estate planning is the process of planning for how an individual’s assets and liabilities will be managed, preserved, or distributed after incapacitation or death. One of the goals of estate planning is to distribute the individual’s assets in the timeliest, most tax-efficient manner in accordance with the wishes of the incapacitated or deceased individual. Estate planning poses a significant challenge because it forces one to think about their own incapacitation or death. That being said, it is imperative to get organized and think about these events…