Anatomy of an Economy: HCR Wealth Advisors’ Expectations for Q3 2020 Part 1
As the second quarter of 2020 closes and the third quarter opens, questions about how the economy will perform are on everyone’s mind. Investors, the employed, and the unemployed alike have a vested interest in keeping tabs on the economy’s progress as it recuperates from the ravages of the COVID-19 pandemic. To put the situation […]
HCR Wealth Advisors Ponders if the Economy Can Thrive Without a Vaccine
“Vaccine” is probably the second-most uttered word these days, after “Coronavirus” or “Covid.” Yet not everyone has looked much beyond the timing of an effective one. That is until HCR Wealth Advisors did just that. The history of vaccines Today, vaccines are not devoid of controversy. People fall somewhere between two extremes: those strongly for […]
HCR Wealth Advisors is Finding the Silver Linings in the Pandemic’s Clouds
The word “narrative” has come front-and-center as we continue to live in the shadows of the COVID-19 pandemic. People often take sides based on political leanings, and their beliefs are reinforced by the media they follow. Conversations are peppered with per-capita death rates, the number of new cases, uncertainly about the world of work, bankruptcy […]
What You and Yours Need to Know About Student Loan Repayments During the Pandemic
Millions of student loan borrowers across the country are facing difficulty making payments on their loans as the Coronavirus pandemic continues. You personally may not be encountering this problem, but maybe your children or grandchildren are. Alternatively, you may have cosigned on your children or grandchildren’s student loans and as a cosigner you will be […]
CEO Spotlight: Greg Heller, CEO of HCR Wealth Advisors
What’s the story behind how you became a financial advisor and got to where you are?When I was in college, I really enjoyed corporate finance classes and classes on economics. I took a masters class (upper division) that focused on stocks, bonds, and the markets (NYSE, NASDAQ). From there, I became interested in how companies are financed […]
How To Pick Stocks- Carl Aschenbrenner, HCR Wealth Advisors
There are several ways to approach stock picking. In this article, I’ll summarize them, what the important issues are, what works, and why you should consider enlisting the help of your friendly neighborhood financial professional who might have a CFA. The first important thing to realize is that if you are deciding to pick stocks, you are […]
HCR Wealth Advisors Highlights Seven Industries that Could Thrive After the Pandemic
The prognosticators are hardened in their positions: some say the markets are headed toward cataclysmic losses, and others say we are poised for a V-shaped recovery. They can’t both be right. And the truth could land anywhere in between. Regardless, anyone with a 401(k), IRA, mutual fund, or other exposure to the stock market will […]
HCR Wealth Advisors Helps Explain the Alphabet Soup of Economic Recovery
If there’s one thing every investor has an opinion about, it’s what shape the economic recovery will take. So, what is ‘shape?’ An economy goes into recession when it reaches a peak of activity and ends when the economy reaches its trough. At that point, the recovery begins. When economists plot out an economy’s future […]
HCR Wealth Advisors is the Right Financial Team for Your Divorce Proceedings
Finding the actual number of marriages that result in divorce is no easy task. Every organization or agency that tries has so many caveats that the statistics are questionable. But, the American Psychological Association says it’s somewhere around 40–50%. Whatever the number of divorces it is, the only one that counts is yours. If that’s […]
SECURE Act – “Stretch” Elimination
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, drastically changed a very powerful financial and estate planning tool. For many, the ability to leave a Traditional or Roth IRA to the next generation as an inherited IRA is a valuable planning technique. Pre-SECURE Act, withdrawals from […]