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 […]
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 […]
HCR Wealth Advisors — The Client Comes First
Updated: June 4, 2019 Global investment and advisory firm HCR Wealth Advisors recently issued its take on recent economic numbers and the course that it sees the Federal Reserve and other central banks taking over the next few quarters. We largely concur with HCR’s outlook that continued Federal Reserve slackening of broad monetary policy, through both open-market […]
HCR Wealth Advisors — The Client Comes First
Updated: June 4, 2019 Global investment and advisory firm HCR Wealth Advisors recently issued its take on recent economic numbers and the course that it sees the Federal Reserve and other central banks taking over the next few quarters. We largely concur with HCR’s outlook that continued Federal Reserve slackening of broad monetary policy, through both open-market […]
For HCR Wealth Advisors, the Clients are the Priority
Building wealth usually requires a person to minimize debts while building assets. However, according to HCR Wealth Advisors, it is important to understand that the proper use of debt may allow a person to build wealth even quicker. It is also helpful to know about federal programs that facilitate the accumulation of wealth by avoiding or […]
For HCR Wealth Advisors, the Clients are the Priority
Building wealth usually requires a person to minimize debts while building assets. However, according to HCR Wealth Advisors, it is important to understand that the proper use of debt may allow a person to build wealth even quicker. It is also helpful to know about federal programs that facilitate the accumulation of wealth by avoiding or […]
The “New Retirement”
Emphasis in retirement is generally placed on financial planning, which is critically important, but doesn’t address the potential void of emotional, psychological, intellectual and physical adjustments. Serious attention to these non-financial aspects is important for those who are considering retirement, wanting to revitalize their current retirement and/or are a partner in a retirement relationship. The […]
The Sandwich Generation
According to the Pew Research Center, 1 in 7 middle aged adults is providing financial support to both aging parents and their children. The term “Sandwich Generation” is used to describe people between their late 30’s through their early 50’s who are feeling the financial pressure of supporting their aging parents, supporting their children, and […]
2018 Retirement Account Contribution Limits
Tax-deferred retirement accounts allow investments to compound free of taxes, which can make them an exceptional investment vehicle. One of the downsides is the fact that there are annual contribution limits on these accounts. The IRS is in charge of determining the contribution limits to each of these types of accounts. In determining these limits, […]
Quarterly Market Webcast – February 2018
