HH Advisor Insights
03.27.2020
What we’re doing right now to align portfolios in the current environment: Tax loss harvesting

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HH Advisor Insights
03.27.2020

It’s different this time

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor It’s different this time: The current economic crisis is not a rerun of the Great Financial Crisis (GFC) – which gives us fuel for optimism Every economic crisis is different. In fact, every crisis – from tornados to pandemics to recessions – has different attributes and impacts. …

HH Advisor Insights
03.24.2020

Now more than ever: The value of having an advisor to lean on

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor It’s never too late to have a financial advisor in your corner. In fact, this is the time that advisors can prove their value to their clients decisively. We all know that working with an advisor doesn’t make your investments immune to market gyrations. But in both …

HH In The News
03.24.2020

Jumping Back into the Workforce After Raising Kids?

By Angela Renee, Client Service Manager This column is part of a special series Halbert Hargrove produced in honor of March being Women’s History Month to highlight women’s accomplishments and challenges. Here are six ideas for getting started well before you’re ready to launch. You’ve been working at home raising kids. Now you’re ready to …

HH In The News
03.20.2020

The New Mom’s Guide to Transitioning Back to Work

By Kelli Kiemle,  AIF®, Director of Marketing and Client Experience This column is part of a special series Halbert Hargrove produced in honor of March being Women’s History Month to highlight women’s accomplishments and challenges. The best time to start preparing for your return to the office is long before your maternity leave is over. …

HH Advisor Insights
03.19.2020

What do I do now? Answers to frequently asked questions about the current markets – and investing

By Brenden Melrose, CFP®, CIMA®, AIF®, Wealth Advisor As the market fluctuates daily, we wanted to share some questions Halbert Hargrove has been receiving from clients in the hope that they can help the public at large. We understand that the feelings of alarm over economic uncertainties are contagious, but please stick with your financial …

HH Advisor Insights
03.19.2020

Market Volatility and HH’s 3 Phases of Financial Life: Based on your Phase—what should you be doing right now?

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Severe market volatility can impact investors differently long term, depending on where they stand in their own investing and spending lives. This quick-read blog piece is meant to provide a review of what you should be considering at present, depending on where you are in your …

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