Financial News & Guidance - Financial Advisors | Halbert Hargrove

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Community Involvement

10.15.2020

Halbert Hargrove Supports the Rotary Club of Long Beach’s Feeding the Future Food Drive

At Halbert Hargrove, one of our core values is education and learning so we are proud to support the Rotary Club of Long Beach in their Feeding the Future Campaign. This cause supports the 1 in 4 Long Beach students who are challenged to find their next meal. If you would like to support this …

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 …

Press Release

10.07.2020

CNBC Names Halbert Hargrove one of 2020’s Top 100 Financial Advisory Firms

LONG BEACH, Calif., Oct. 7, 2020 /PRNewswire/ — Halbert Hargrove, a fiduciary investment management and wealth advisory firm with approximately $2.5B in assets under management (AUM), has been recognized by CNBC as one of 2020’s top 100 financial advisory firms for the second year in a row. This marks the third time the firm was recognized, as they were also named to the …

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 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 …