HH Advisor Insights Archives - Financial Advisors | Halbert Hargrove

HH Advisor Insights

02.19.2020

Thinking about Changing Careers? Here’s How to Get Started

By Vincent R. Birardi, AIF®, Wealth Advisor at Halbert Hargrove. I’m writing this post to share advice on a topic I know intimately. As a proud career-changer myself, I’m here to tell you that changing careers is absolutely doable provided you follow a few prudent steps to carefully vet and then plot your move. Particularly if …

HH Advisor Insights

01.22.2020

LENDX Educational Video

The following video contains an overview of what Alternative Lending is and how it generates investment returns. In many cases we use this as a diversifier to traditional fixed income bonds. This investment has historically resided on bank balance sheets as a revenue generator. With changes to the financial industry, it is now directly accessible …

HH Advisor Insights

01.22.2020

Communicating Integrity

By Samantha J. Garcia, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove. Communicating integrity can be an integral part of your business, especially when that business has a foundation of trust. At Halbert Hargrove, integrity is a non-negotiable attribute—something we believe reveals itself over time. So how does one show that? To be allowed to …

HH Advisor Insights

01.16.2020

5 Tips to Retire Early

By Julia K. Pham, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove. Are you thinking of retiring early? Here are the top 5 tips to do now. Assess your current financial situation How much do you earn, and what are your current expenses? How much are you saving each month? You can’t get to where …

HH Advisor Insights

01.07.2020

The recently passed SECURE Act: How will it impact you and/or your business?

By Vincent R. Birardi, AIF®, Wealth Advisor at Halbert Hargrove. The SECURE (Setting Every Community Up for Retirement Enhancement) Act was officially signed into law on December 20, 2019. For individuals, major provisions include providing more flexibility in making contributions to and withdrawals from retirement accounts. The Act also provides increased incentives to business owners to …

HH Advisor Insights

12.12.2019

Thinking About Divorce? Everything You Need to Know About Divorce and Money

The decision to get a divorce is not one to take lightly. Between getting your financial situation sorted out and figuring out where you’re going to live, the divorce process can be overwhelming. But you can get through the divorce and money management process with a little guidance and direction. Keep reading for the steps …