HH Advisor Insights Archives - Financial Advisors | Halbert Hargrove

HH Advisor Insights

05.21.2020

The Bears Return Home (and Ruin Goldilocks’ Staycation)

By Taylor H. Sutherland, CFP®, CIMA® AIF®, Senior Wealth Advisor at Halbert Hargrove No getting around it, the 1st Quarter of 2020 was rough. Large Cap U.S. stocks ended the quarter down 19.6%, International Large Cap stocks were down 22.7%, REITs down 23.4%, Emerging Market stocks down 23.6%, and Small Cap U.S. stocks lost 30.6%.[i] …

HH Advisor Insights

04.08.2020

What we’re doing to align portfolios in the current environment: Intelligent Rebalancing®

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor This post continues the conversation about Halbert Hargrove’s approach to balancing risk and reward in portfolios—with an emphasis on risk management. These articles were launched after the Covid-19 virus began wreaking havoc with the financial markets. Brian Spinelli published a piece on tax loss harvesting, and I …

HH Advisor Insights

04.03.2020

What we’re doing to align portfolios in the current environment: Moving Daily Average Strategy

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Halbert Hargrove has a feature that can be added or removed to a client’s account called a Moving Daily Average strategy (MDA). It’s a specific trading strategy designed to reduce risk. We’ve utilized this strategy for almost a decade to help limit the damage when markets see …

HH Advisor Insights

03.27.2020

What we’re doing right now to align portfolios in the current environment: Tax loss harvesting

By Brian Spinelli, CFP®, AIF®, Chair of Investment Committee/Senior Wealth Advisor If you have a taxable account with HH, this message is particularly important. As you know, over the course of the past few weeks, the global stock markets have witnessed significant declines – although we’ve had some reprieve in the last few days. Other …

HH Advisor Insights

03.27.2020

It’s different this time

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor It’s different this time: The current economic crisis is not a rerun of the Great Financial Crisis (GFC) – which gives us fuel for optimism Every economic crisis is different. In fact, every crisis – from tornados to pandemics to recessions – has different attributes and impacts. …

HH Advisor Insights

03.24.2020

Now more than ever: The value of having an advisor to lean on

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor It’s never too late to have a financial advisor in your corner. In fact, this is the time that advisors can prove their value to their clients decisively. We all know that working with an advisor doesn’t make your investments immune to market gyrations. But in both …