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 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 …

HH Advisor Insights
10.06.2020

Teaching My – and Your – Kids About Finances

By Brett Gersack CFP®, AIF®, Wealth Advisor I’ve been in the personal financial services industry for over two decades. As a CERTIFIED FINANCIAL PLANNERtm professional, I’ve helped countless families navigate their way through planning, saving and investing for their futures. So, when I decided to talk to my two children, Keira (8) and Chase (11), about money, …

HH Advisor Insights
10.01.2020

Helping our aging parents plan for a well-lived future: Health and Care – Part 1

By Kelli Kiemle,  AIF®, Director of Marketing and Client Experience How to best support our aging parents is a topic that’s relevant for many. We felt it important to take a relatively deep dive. This is the first of a three-part series on planning, which will address issues that impact most families. This initial blog is …

HH Advisor Insights
09.25.2020

What passions will you pursue when you have more time in retirement? Will these add any costs to your lifestyle?

By Shane Cummings, CFP®, AIF®, Wealth Advisor & Director of Technology/Cybersecurity at Halbert Hargrove It’s hard to overstate how much impact COVID-19 has had on our daily lives. Since the beginning of the crisis, many of us have seen major changes to our lifestyles. We’ve adjusted how we live, work, and manage our lives on a daily …

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