HH In The News Archives - Financial Advisors | Halbert Hargrove

HH In The News

11.19.2020

How to Automate Your Savings in 6 Easy Steps

Take advantage of technology to make building your savings and investing it a seamless – and pain-free – process. By Shane Cummings, CFP®, AIF®, Wealth Advisor & Director of Technology/Cybersecurity as featured in Kiplinger Finding it a challenge to set aside savings on a consistent basis? Or maybe you just want to simplify how you save for the …

HH In The News

11.16.2020

Who Should Consider a Roth IRA – and Why Now?

While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you. By Brian Spinelli, CFP®, AIF®, Chair of Investment Committee/Senior Wealth Advisor as featured in Kiplinger Since early this year, we’ve heard all sorts of ways to describe 2020: …

HH In The News

10.22.2020

Helping our aging parents plan for a well-lived future

By Kelli Kiemle, AIF®, Director of Marketing and Client Experience as Featured in Kiplinger Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legacy. As we age, it becomes ever more imperative to have a plan for keeping our financial houses …

HH In The News

10.19.2020

HH’s Kelli Kiemle, is nominated for the upcoming Los Angeles Business Journal Women’s Leadership Awards

Honored that our very own, Kelli Richmond Kiemle, is nominated for the upcoming Los Angeles Business Journal Women’s Leadership Series & Awards 2020. She’s specifically nominated for her contributions in the Executive of the Year category and it’s well deserved! Congratulations to all the nominees- we look forward to the virtual event hosted this Wednesday, …

HH In The News

09.29.2020

Are Your Adult Children Living at Home?

How my parents’ wise rules (and kicking me out of the nest, but in a nice way) helped me become financially independent. By Kelli Kiemle, AIF®, Director of Marketing and Client Experience as featured in Kiplinger What kinds of rules can parents put in place for their adult children living at home to ensure they can …

HH In The News

09.21.2020

Q&A: Diversification and Portfolio Risk Mitigation

Record-low yields mean financial advisors must look beyond traditional investments to mitigate risk. By Coryanne Hicks, U.S. News &World Report featuring Brian Spinelli, CFP®, AIF®, Chair of Investment Committee/Senior Wealth Advisor at Halbert Hargrove DIVERSIFICATION USED TO be simpler: To decrease the volatility risk inherent in stocks, you added bonds to a portfolio, mitigating swings and adding a …