Market Monitor – Third Quarter 2023
The Federal Reserve paused in September, following a 25 basis points rate hike in July. The major theme coming from the meeting was the potential and willingness of the Fed to remain higher-for-longer in an effort to combat inflation and bring it to its 2% target.
Eight Common Mistakes That Can Jeopardize Your Retirement
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.[1] Given the potential for retirement to span 20 or more years, it is extremely important to avoid costly mistakes today which could have detrimental costs tomorrow. This article outlines eight common mistakes people make which can […]
Market Review – August 2023
Markets took a step back in August as sentiment shifted surrounding Fed policy.
Greg Heller discusses how advisory firms benefit from the support and expertise of a larger practice in his bylined article on tuck-ins published in WealthManagement.com’s 2023 Midyear Outlook
CEO Greg Heller’s bylined article titled “How tuck-ins help advisory firms grow effectively” was featured in WealthManagement.com’s 2023 Midyear Outlook. The article explains how smaller advisory firms can scale quickly and efficiently with a tuck-in.
Market Review – July 2023
Markets posted favorable returns in July as investors found renewed optimism in economic data being reported, even in the face of year-over-year earnings declines.
Mid-Year Capital Markets Update
Recessionary Resilience – Defying Expectations
In our 2023 Outlook, Goodbye TINA, we outlined three broad themes that were likely to influence markets in 2023 – continued volatility, moderating inflation and a bear market bottom. The first half of 2023 has largely validated those views and we do not anticipate material changes ahead of year end rebalancing.
Shawn Landis provides tips on what to do when inheriting wealth in article from California Business Journal
Senior Financial Advisor Shawn Landis authored this article titled “Inheriting generational wealth? Important considerations for wealth preservation” that was published in the California Business Journal. The article explores the steps to take when receiving an inheritance and includes access to HCR’s Inheritor’s Guide.
Greg Heller explains how tuck-ins help advisory firms grow effectively in this InvestmentNews article
CEO Greg Heller authored this bylined article titled “How tuck-ins help advisory firms grow effectively” for InvestmentNews, discussing why this approach is commonly part of an independent advisor’s succession plan and also offers smaller firms the chance to scale quickly and efficiently.
Market Review – May 2023
Market volatility persisted in May as investors tried to digest potential Fed policy action in June and the possibility of a U.S. default should a deal not be reached to raise the debt limit.
Steve Weinberger Speaks On Building Trust and Earning Credibility Through Niche Marketing in this NAPFA Playbook Series Webinar
Senior Managing Director Steve Weinberger provides insight into why HCR specializes in serving certain niches and ideal clients in this webinar from the National Association of Personal Financial Advisors (NAPFA) titled “Magnetic Marketing: Niching In with Ideal Client Personas and Hyper-Relevant Messaging.”