HCR Wealth Advisors

Huge congrats to all the newly-minted college graduates! 🎓

Your new phase of life needs a solid financial footing, starting with your monthly budget. So, we’ve put together a few tips for a simple, realistic approach.

And this is just a snippet of what our team has for you in our Money Skills for Real Life webinar, which is available for free!

In it we cover checking/savings accounts, budgeting basics, how credit works, saving and investing, an intro to estate planning, and why your paycheck ≠ your spending power.

No jargon, no pressure, no assumptions. Yes, please.

Tap in ➡️ https://hcrwealth.com/money-skills-for-real-life-webinar/

After a challenging start to 2026, April brought a strong rebound across global markets.

A few things we’re watching from the month:

🔹 Investor confidence began to recover after a volatile Q1 tied to the Iran war
🔹 Tech and other growth sectors continued to lead markets higher
🔹 Energy prices remained elevated while the labor market showed further signs of cooling

In this environment, how can investors help protect their portfolios against risk?

Read our April market review to find out: https://hcrwealth.com/market-review-april-2026/

For affluent families, college funding feeds two birds with one hand: furthering your child’s education + leveraging the advantages for your wealth and tax strategy.

But, how can you do that more effectively?

Let’s reframe it.

From a short-term expense → into an opportunity to help secure your family’s financial legacy.

Support generational learning and generational wealth, with these powerful strategies: https://hcrwealth.com/how-high-net-worth-families-use-college-funding-as-a-wealth-planning-tool/

Welcome to the HCR family, Jessica Dirks!

As the Director of Client Operations, Jessica is a consummate problem solver, managing complex, time-sensitive tasks with precision while ensuring a seamless and positive experience.

She brings an impressive decade of experience managing high-net-worth client relationships.

Get to know Jessica: https://hcrwealth.com/about-us/meet-the-team/jessica-dirks/

We’re so happy to have you!

Are you accidentally leaving thousands of dollars in retirement savings on the table?

Shoring up your nest egg is about more than setting money aside.

It’s about creating long-term financial confidence for the future you envision.

Give your future self the financial gift of thinking ahead. Preserve more today, to experience more freedom tomorrow.

Start taking full advantage of these retirement savings accounts ➡️ https://hcrwealth.com/supercharge-your-retirement-savings-for-2026/

We’re incredibly thankful for the amazing mothers in our lives who encourage us, grant unwavering support, and provide a foundation of strength that inspires us everyday.

Happy Mother's Day weekend. 🤍

We’re growing our LA family—welcome to the HCR team, Brandon Bienenfeld!

As a Senior Client Service Associate, Brandon is a trusted point of contact for our high-net-worth and professional athlete clients, helping them manage their day-to-day financial lives.

Prior to joining us, he built a strong foundation at Aligne Wealth Management for nine years, skillfully supporting clients with complex financial needs.

Get to know Brandon: https://hcrwealth.com/about-us/meet-the-team/brandon-bienenfeld/

We’re excited to have you!

Markets certainly went for a roller coaster ride in the first quarter of 2026. Up in January and February, thrown for a loop in March.

Which sectors took the greatest hit? Is it worth staying invested through the volatility?

We pulled five key takeaways investors should know from Q1 ➡️ https://bit.ly/HCRQ12026

Markets had a shaky start in March, but ended with more optimism.

Important takeaways from the month:
🔹 March gave up gains from the 1st quarter as the Iran conflict drags on
🔹 Interest rates rose amid inflation concerns
🔹 Tech stocks dropped as investors view AI as a threat to software businesses
🔹 Hope is on the horizon as the U.S. and Iran try to move toward a resolution

What will the long-term impacts be?

Read our latest market update to find out: https://hcrwealth.com/market-review-march-2026/