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Talking Shop with David Koch: What is a stock?

By David Koch, CFP®, AIF®, CFA, Senior Wealth Advisor Part 1:  Shares outstanding, IPOs, and Buybacks No really, what is a stock? A stock is a fraction of actual ownership in a company. Every public company has shares that are available to be traded on either a stock exchange or over the counter by designated dealers; …

How to Prepare for Long-term Economic Ups and Downs: Five practical steps

By Vincent R. Birardi, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. Investing, like life itself, is rife with uncertainty. Certainly these first six months of 2020 have “gifted” us with extreme highs and lows. Over the course of my adult life, and more deliberately in recent months, I’ve given a lot of thought to strategies that can …

Common Mistakes People Make on Taxes

By Vincent R. Birardi, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. Taxes – what are they good for?  Actually, quite a lot! But why pay more than you must? Or why subject yourself to an IRS audit? In this topsy-turvy year, even the IRS’ tax filing deadline has been moved. So, if you’re still in the midst …

Tips for parents: Giving financial advice to your 20-something kids

By Tyler C. Gilley, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. College graduates are entering a tough job market – but you already know that. You also know that navigating saving and investing while managing spending in an expensive world can be massively challenging for younger adults. This blog offers some practical ways to help …

Five reasons to consider initiating a Roth conversion

By Vincent R. Birardi, CFP®, AIF®, Wealth Advisor at Halbert Hargrove. Clients often ask me if they’ll stand to benefit from converting their traditional IRA to a Roth IRA. My short answer: It depends. A key benefit of doing a Roth IRA conversion is that it can lower your taxes in the future. While there’s no …

Did you get a tax refund? 5 smart ideas on what to do with the money

By Julia K. Pham, CFP®, AIF®, CDFA®, Wealth Advisor at Halbert Hargrove Cha-ching! Getting a tax refund may feel like a welcome surprise – and like a good time to treat yourself to a fun purchase. But that money wasn’t free: It was your hard-earned cash to begin with. You merely gave a tax-free loan to …