HH Advisor Insights
10.22.2020
Why is Umbrella Insurance Important?

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HH Advisor Insights
10.22.2020

Helping our aging parents plan for a well-lived future: Technology and Some Fun Stuff – Part 3

By Kelli Kiemle,  AIF®, Director of Marketing and Client Experience This is the final part of our 3-part series on how to help aging parents plan for well-lived futures. Part 1 focused on health and care and part 2 discussed financial and legacy planning. In this article, we’ll delve into some of the ways technology is …

HH Advisor Insights
10.22.2020

Buying and/or Selling Your House During COVID

By Craig Eissler, CFP®, CIMA®, AIF®, Wealth Advisor In the midst of the coronavirus quarantine – if life wasn’t crazy enough – my wife and I decided to sell our house and buy a new one in an area on the north side of Houston. Why not add a little more stress to our lives? …

HH In The News
10.22.2020

Helping our aging parents plan for a well-lived future

By Kelli Kiemle,  AIF®, Director of Marketing and Client Experience as Featured in Kiplinger  Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legacy. As we age, it becomes ever more imperative to have a plan for keeping our financial houses …

HH In The News
10.19.2020

HH’s Kelli Kiemle, is nominated for the upcoming Los Angeles Business Journal Women’s Leadership Awards

Honored that our very own, Kelli Richmond Kiemle, is nominated for the upcoming Los Angeles Business Journal Women’s Leadership Series & Awards 2020. She’s specifically nominated for her contributions in the Executive of the Year category and it’s well deserved!  Congratulations to all the nominees- we look forward to the virtual event hosted this Wednesday, …

Community Involvement
10.15.2020

Halbert Hargrove Supports the Rotary Club of Long Beach’s Feeding the Future Food Drive

At Halbert Hargrove, one of our core values is education and learning so we are proud to support the Rotary Club of Long Beach in their Feeding the Future Campaign.  This cause supports the 1 in 4 Long Beach students who are challenged to find their next meal. If you would like to support this …

HH Advisor Insights
10.12.2020

Talking Shop with David Koch: When is a 5% Return Better Than a 6% Return?

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor What a ridiculous question, right? Bigger is always better. Not so. There are several circumstances which would make a 5% return better than a 6% return. I’ll explore three of these circumstances with you: an economic reason, a mathematical reason, and a behavioral one. While this list …

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