HH Advisor Insights
12.30.2020
Looking well beyond that “New Year’s Resolution”— Three key takeaways for successful goal setting

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HH Advisor Insights
12.08.2020

Talking Shop with David Koch: What is Normal?

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor A friend mentioned the other day that the Dow Jones was up 300 points, so “it must have been a good day.” When I started at HH in 2011 we use to call that a Pinkberry Day. If the Dow was up more than 300 points, the …

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 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 …

HH Advisor Insights
10.22.2020

Why is Umbrella Insurance Important?

By James Ahn, CFP®, AIF®, Senior Wealth Advisor What if you were sued for everything you own? At Halbert Hargrove we virtually always recommend that clients carry umbrella coverage that will fully protect their assets from punitive litigation. Lawsuits are a part and parcel of living in the U.S. Cases have become more frivolous and judges …

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? …

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