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.”
The Clarity Formula® – Long-Term Care Insurance
Adults today who are 65 years of age or older have a 70% chance of needing some form of long-term care service or support during their remaining years. Furthermore, with roughly 10,000 baby boomers turning 65 every day, the cost of care is increasing for these already expensive services and support. According to the Genworth […]
Market Review – April 2023
The sanguine April return of headline indexes hides the churn underneath. Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April;
Market Monitor – First Quarter 2023
While volatility in the markets remained during the first quarter of 2023, broadly speaking, equity and fixed income markets saw a strong rebound.
Greg Heller comments on the benefits wealthy Americans get from credit cards in this article in GOBankingRates
CEO Greg Heller discusses the role of credit cards in wealthy Americans’ lives in this article in GOBankingRates titled “How Do Rich People Use Their Credit Cards?”
HCR Wealth Advisors Recognized as “Leaders of Influence: Wealth Managers” in Los Angeles Business Journal
Three senior executives – Greg Heller, Steve Weinberger, and Michelle Katzen – were included in the Los Angeles Business Journal’s 2023 “Leaders of Influence: Wealth Managers” list in Los Angeles.
In Focus: The Fed’s Inflation Target is Not Yours
Inflation matters in many ways, but most importantly for markets today is the force behind the Federal Reserve’s actions. It’s primary tool to cool inflation is higher interest rates. Higher rates potentially pass through to slower economic growth and may apply additional pressure on fixed income and equity prices. So, in some ways today, the […]