HalbertHargrove, Author at Financial Advisors | Halbert Hargrove

HH Advisor Insights

11.25.2020

Don’t Be Your Own Enemy When Investing

Many investors are responding to the current environment in counterproductive ways—here’s my “rational” argument for sticking with a disciplined approach By Patrick Kujawa, AIF®, Regional Director December 31, 2020 might be the most anticipated New Year’s Eve in world history. How many of us have experienced more stress and anxiety than in any other year …

HH In The News

11.19.2020

How to Automate Your Savings in 6 Easy Steps

Take advantage of technology to make building your savings and investing it a seamless – and pain-free – process. By Shane Cummings, CFP®, AIF®, Wealth Advisor & Director of Technology/Cybersecurity as featured in Kiplinger Finding it a challenge to set aside savings on a consistent basis? Or maybe you just want to simplify how you save for the …

HH In The News

11.16.2020

Who Should Consider a Roth IRA – and Why Now?

While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you. By Brian Spinelli, CFP®, AIF®, Chair of Investment Committee/Senior Wealth Advisor as featured in Kiplinger Since early this year, we’ve heard all sorts of ways to describe 2020: …

Community Involvement

11.09.2020

Halbert Hargrove Supports Habitat for Humanity of Orange County, CA

At Halbert Hargrove, we believe in giving back and we’re proud to stand alongside Habitat for Humanity of Orange County, CA to build homes for deserving families in this critical time. Brian Spinelli and JC Abusaid will safely be representing Halbert Hargrove at #LeadersBuild2020 on Nov. 12th. To learn more about this fundraiser, check it …

Community Involvement

10.30.2020

Halbert Hargrove was proud to support the Financial Planning Association of Los Angeles

Halbert Hargrove was proud to support the Financial Planning Association Los Angeles with their Pro Bono Financial Planning Day. CERTIFIED FINANCIAL PLANNERTM professionals Vincent Birardi and Tyler Gilley both participated in this volunteer event.

HH Advisor Insights

10.28.2020

Why sailing is the best hobby you can pursue – at any age

By Tony Collins, CFP®, AIF®, Associate Wealth Advisor I’ve been extremely blessed to be in and around sailboats practically my entire life. I’m just as comfortable behind the wheel of a sailboat as I am driving a car. In fact, last time I calculated, I’ve spent about the same amount of time doing both. I …