Steve Weinberger, Author at HCR Wealth Advisors

Market Monitor – Third Quarter 2024

Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.

Market Review – September 2024

Markets rallied in November giving investors plenty for which to be thankful.

Navigating Markets in an Election Year – A Data Driven View into Partisan Politics

In 2024, citizens worldwide will head to the polls, shaping the course of their nations. National elections are slated to occur in countries representing 40% of the global population.[1] The decisions made by these elected officials can hold significant sway over our daily lives, often resulting in laws that directly impact us. With such high […]

Market Review – July 2024

Markets rallied in November giving investors plenty for which to be thankful.

How the 50/30/20 budgeting rule works—and can help simplifying how you spend money

Having a household budget can help you stay on top of bills, pay off debt, save for retirement, and achieve other long- and short-term financial goals. But there are many ways to go about it, including using a budgeting app or the envelope system.

Market Monitor – Second Quarter 2024

Growth remains positive and core inflation moderated from 3.8% to 3.3% during the quarter. The current market environment has provided room for the Federal Reserve to reduce the Fed Funds rate.

Market Monitor – First Quarter 2024

The U.S. economy has defied investor expectations and remains resilient. U.S. GDP has grown above 2% in each of the last six quarters and the labor market continues to be strong.

2024 Outlook
Prepare Not Predict

Last year we penned our cautiously optimistic outlook, Goodbye Tina, with three primary themes that would influence asset prices in 2023. By and large, our expectations came to fruition.