Technical Market Timing Indicators

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Carl Aschenbrenner, Portfolio Manager at HCR Wealth Advisors, reads the tea leaves to provide clues about the market’s future. Most people and academics believe market timing is impossible. There’s no way to know what will happen next. It’s true that economic forecasting is difficult and shocks are often a surprise. However, reading the tea leaves of the market […]

HCR Wealth Advisors 2021 Financial Review: Are You Sure You’re Ready?

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It’s 2021 and there are new occupants in the White House. That alone is reason enough to do a financial review as each new year brings ample reason to review where your finances stand. After all, 2020 brought the turmoil of the pandemic and now the hope of the vaccines. What no one, Including HCR […]

2020 Year End Financial Resolutions

Analog clock with wooden blocks showing '2021' and '2020' with 'REVIEW' text.

It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced to deal with financial upheaval and tragedy in ways they never imagined. However, maybe you and your family were fortunate enough to still be able […]

HCR Wealth Advisors on How to Protect Credit Scores in the Face of Delayed Payments

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Worrying about credit scores when one is out of work and trying to keep a roof overhead seems trivial. But mostly anytime is a crucial time to monitor credit reports because of the long-term effects of any negative remarks. Creditors and Coronavirus When the Coronavirus started inching its way onto the evening news, HCR Wealth […]

Investing for Free Cash Flow

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At 10 times revenues, to give you a 10-year payback, I have to pay you 100% of revenues for 10 straight years in dividends. That assumes I can get that by my shareholders. That assumes I have zero cost of goods sold, which is very hard for a computer company. That assumes zero expenses, which […]

HCR Wealth Advisors Explains What GDP Numbers Mean For the Economic Outlook

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The third-quarter Gross Domestic Product, or GDP, was recently announced with great fanfare. The question asked by most investing and non-investing Americans, including HCR Wealth Advisors, was: “What does that mean to me?” HCR Wealth Advisors feels that a little historical perspective can be useful. First-Quarter (Q1) 2020 GDP — On March 11, the World Health […]

Have You Performed Your Year End Financial Review?

2020 Year End Financial Review

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider the following financial planning moves, if appropriate. It is always important to do your best to end the year on a positive note and position […]

HCR Wealth Advisors’ 5 Questions to Ask a Financial Advisor

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Few people ask about the philosophy of a financial advisory group before deciding who to hire. Yet, that’s the driving force behind every recommendation that advisors will make to their clients. In the case of HCR Wealth Advisors, that philosophy grew out of a pivotal experience of its Founder and CEO, Greg Heller. Greg’s career […]

HCR Wealth Advisors Prepare Business Owners for Long-Term Success

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While not all entrepreneurs are seat-of-the-pants managers, many have achieved success by taking a hands-on approach to running their companies. It gives them a sense of full control over their business operations. And that, in turn, brings them peace of mind because “Who will care about my business more than I do?” The downside comes […]

HCR Wealth Advisors Unpacks the Effects of COVID-19 on the Economy

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Everyone has questions about what is happening with the economy right now. With the pandemic, uncertainty has settled on economies and global markets worldwide. Many people, not just investors but also consumers, are keeping an eye on economic progress as we move forward from the economic turmoil caused by COVID-19. HCR Wealth Advisors is no […]