HOYLECOHEN VIDEO LIBRARY
HoyleCohen San Diego
Q2 2024 Market & Economic Review
Key factors that led to market performance during the first half of 2024 and other leading economic indicators are reviewed.
Why Invest in Alternatives?
In this short video, HC Portfolio Manager, Robert Lopez, provides an overview of Alternative Investments and how they can be used to further diversify a portfolio. Reviewing the importance of Manager selection and the arduous diligence process our Investment Committee goes through before adding such opportunities to our investment platform.
Eric Davis, CFP® discusses the advantages of long-term investing
The value of being patient and maintaining a long-term perspective when investing.
Preparing for Volatility
Key is to have a safety net that can be used over the long haul if necessary, while continuing to revisit your portfolio to keep your asset allocation in balance.
Loose Ends Management – The Beyond of Financial Planning
The value of being patient and maintaining a long-term perspective when investing.
Treasury Bonds
Wealth Advisor Brandon Bol takes a deeper dive into T-Bills
The value of being patient and maintaining a long-term perspective when investing.
The Debt Ceiling Explained
Marc Davis, CFP® provides a simple overview of the debt ceiling in this short video.
Recessions are painful, but expansions are powerful
Sr. Wealth Advisor Marc Davis CFP® reminds us that while uncomfortable, recessions are often short lived.
An ultra low cost loan option for biotech executives with highly appreciated stock.
Borrowing against highly appreciated portfolio assets to fund real estate and other projects can be an effective tool during markets that offer low margin rates.
Ty & Rebecca discuss 5 main mistakes….
biotech & life science execs often make when dealing with a stock windfall.
Client Win!
HC Wealth Managers discuss the satisfaction of being able to help a client retire earlier and more comfortable than anticipated
Averaging into equities –
If thinking about “re-balancing” into more (risky) equities – it’s a good idea to do it slowly…
Advantages of Tax-Loss Swapping during market volatility
Tax loss swapping can help take advantage of volatile markets. It is important to consult with an advisor or tax professional here!
Tax Savings on Big GAINS on “Employer Stock”
DAF tips that can help take the “bite” out of the tax due for the sale of company stock.
Accurate levels of Umbrella Coverage can often be a blind-spot for people who have increased net worth over time.
A QCD can be a smart option for charitable contributions.
Tax consequences can be different for 529 distributions at the state and federal levels.
To sell or not to sell? Decision making frameworks for selling (or not!) concentrated stock.
One of the Top 5 Mistakes People Make in solid financial planning – Lack Of Discipline
Changes in tax laws affecting support payments (i.e. spousal, child, etc.) and how they in turn affect an overall financial plan.
Financial implications of keeping a home in the event of divorce.
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