Charitable Donations: Stock vs. Cash
As we approach year end and the holiday season, you may be thinking about giving back. According to the Network for Good, 29% of all giving done on their platform in 2016 occurred in December, with 11% taking place over the final three days of the year. Properly planning your charitable contributions can help lead […]
Stocks and Options 101: A Strategy for Managing Risk with HCR Wealth Advisors
Many people think that options are confusing and too complicated, but that doesn’t have to be true. HCR Wealth Advisors educates its clients on investment strategies as a registered investment advisory firm. This is what people need to know about the options trading. The two types of options are puts and calls. When the client buys a […]
Quarterly Market Webcast – November 2018
Mid-term Election Jitters
Investors will recall that 2017 was a year characterized by an extreme lack of volatility in the stock market relative to historical norms. Coming into the current year, we said that investors should expect a pickup in volatility, and that the markets were overdue for a correction. Moreover, mid-term election years have historically exhibited greater […]
The Financial Crisis: Then and Now
Today, we can look back and glean important insights from the financial crisis that began with the U.S. housing market and culminated with a full-blown global credit crunch that affected many countries around the world. This crisis, known as the Great Recession, is the worst recession in the United States since the Great Depression. The […]
ESG Investing
ESG investing is currently estimated to have $20 trillion in assets under management. This represents almost one quarter of all professionally managed assets around the world, which begs the question: What is ESG Investing? ESG stands for Environmental, Social and Governance. ESG investing grew out of Socially Responsible Investing (SRI). Instead of excluding companies based […]
HCR Wealth Advisors Offers Its Views on Socially Responsible Investing
The field of socially responsible investing is gaining in importance among investors, but there are no easy definitions and some confusion in a rapidly evolving environment. HCR Wealth Advisors employs a personalized approach to help its clients interested in SRI. An investment is considered to be socially responsible based on the nature of the business. The initial assessment […]
HCR Wealth Advisors Offers Its Views on Socially Responsible Investing
The field of socially responsible investing is gaining in importance among investors, but there are no easy definitions and some confusion in a rapidly evolving environment. HCR Wealth Advisors employs a personalized approach to help its clients interested in SRI. An investment is considered to be socially responsible based on the nature of the business. The initial assessment […]
Quarterly Market Webcast – August 2018
What U.S. Blues?
What is U.S. Blues? The U.S. economy continues to show exceptional strength and resilience in the face of myriad negative headlines, as well as slowdowns in several parts of Europe and Asia. As the chart below shows, U.S. GDP growth bottomed in Q2 2016 and has risen sequentially in every quarter since. This trend is […]