Anatomy of an Economy: Health of the Market in Q3 2020 Part 3

Close-up of a financial chart with candlestick patterns and trading data on a screen.

As goes the economy, so goes the market? Not necessarily. HCR Wealth Advisors’ team of experts started this 3-part series by looking at how the U.S. GDP was reacting to the shutdowns and other disruptions caused by the COVID-19 virus. In Part Two, it reviewed how the Fed had responded to the ever-shifting new economic reality. […]

Anatomy of an Economy: HCR Wealth Advisors Expectations for Q3 2020 Part 2

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As Q3 2020 unfolds, investors and non-investors alike want to know what to expect from the economy. The experts at HCR Wealth Advisors have put together a 3-part series that addresses the economy from the viewpoint of GDP, the Fed, and the health of the economy going forward. In Part One, HCR Wealth Advisors explored what effect the […]

Generating Yield In a Zero Interest Rate Environment

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Carl Aschenbrenner, HCR Wealth Advisors The Federal Reserve’s response to COVID has included cutting interest rates to zero. So what do you do now if you want to generate yield? It’s a difficult question because any answer involves taking risk and managing it in a comfortable enough way to stay with your strategy. U.S. Treasuries, […]

Anatomy of an Economy: HCR Wealth Advisors’ Expectations for Q3 2020 Part 1

A close-up of a compass on financial data sheets.

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

A deflated globe-shaped balloon lies on a surface.

“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

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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

Notebook with 'student loans' written, surrounded by money and calculator.

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

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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

Businessman holding a 3D chart with fluctuating bar graphs and trend lines.

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

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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 […]