HH Advisor Insights Archives - Financial Advisors | Halbert Hargrove

HH Advisor Insights

07.31.2020

Four reasons you should consider a Health Savings Account — They’re not just about today’s medical bills

By Brett Gersack CFP®, AIF®, Wealth Advisor In planning for the future, one of the most important things to consider is how to generate cash flow in retirement. Did you notice that I didn’t say income in retirement? Not all cash flow is taxed as normal income – some sources can actually be tax-free. “If …

HH Advisor Insights

07.28.2020

Talking Shop with David Koch: What is a Stock? Part 3

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Part 3: Active, Passive and Factors ”What is a Stock?” is a 4-part piece from our Advisor Insights series Talking Shop with David Koch. If you missed it, read Part 2: Large Cap, Small Cap, International, Emerging and Frontier Markets Active Investing When someone is choosing whether …

HH Advisor Insights

07.24.2020

The CARES Act stimulus is set to expire July 31: Five strategies for dealing with potential hits to your budget

By Vincent R. Birardi, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. The CARES Act, the federal government’s $2.2 trillion economic relief package passed in March, has provided some much-needed financial support to millions of American households impacted by COVID-19. Several of its core provisions – including increased unemployment benefits as well as mortgage / rent payment abatements …

HH Advisor Insights

07.15.2020

Talking Shop with David Koch:What is a stock? Part 2

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Part 2: Large Cap, Small Cap, International, Emerging and Frontier Markets ”What is a Stock?” is a 4-part piece from our Advisor Insights series Talking Shop with David Koch. If you missed it, read Part 1: Shares outstanding, IPOs, and Buybacks Remember, when you see the price …

HH Advisor Insights

07.13.2020

When Your Household Income Suddenly Shrinks

How to plan for those times when you or your partner gets sick or loses a job (etc.!) By Cecilia T. Williams, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. It’s always been sage advice to “save your money for a rainy day.” I’ve always hated the vagueness of this statement. What types of rainy days? …

HH Advisor Insights

07.02.2020

Talking Shop with David Koch: What is a stock?

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Part 1: Shares outstanding, IPOs, and Buybacks No really, what is a stock? A stock is a fraction of actual ownership in a company. Every public company has shares that are available to be traded on either a stock exchange or over the counter by designated dealers; …