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Top Financial Advisors | Halbert Hargrove News

RILAs Gain Ground Amid Market Volatility
Long Beach, California · Long Beach

RILAs Gain Ground Amid Market Volatility

By Andrew Cohen in InvestmentNews, featuring Nick Strain, CFP®, CPWA®, AIF®, Senior Wealth Advisor/ Chair of Wealth Advisory Committee   Potential Misuse Several other types of annuities (variable, single premium immediate, deferred income), alongside their accompanying fees, commission rates, and surrender periods, make annuities a complex product that can be misused by advisors. The Financial Industry Regulatory Authority (FINRA) fined Florida…Read Article
And Don’t Forget About Capital Gains
United States · United States

And Don’t Forget About Capital Gains

The Big Beautiful bill would keep U.S. tax rates on businesses and investment as low as possible to keep America globally competitive.  That includes the 21% corporate rate and the lowering of the personal income tax rates across the board. But the capital gains rate remains too high at 23.8%, with states adding another roughly 3 points.  That’s higher than most of our key competitors. See chart. Lowering the cap gains rate to 15% and indexing t…See the Story

How to Safely Invest in Gold Right Now

67% Right coverage: 3 sources
In the evolving economic climate of May 2025, here are three ways to safely invest in gold right now.InvestingSee the Story

20 Hiring Practices to Avoid in 2025

By JC Abusaid, CEO/President   A business’s hiring practices directly impact the caliber of talent it’s able to attract and retain. With many businesses competing for the same pool of candidates, it’s critical to determine which actions may be scaring away top talent. To help, 20 Forbes Business Council members share hiring practices they believe companies should avoid in 2025. Read on to learn more about what they suggest instead to hire employ…Los Angeles, California · Los AngelesRead Article

Q2 2025 Market Update: Volatility, Inflation, and What’s Next - Financial Advisors

In this in-depth market update, Brian Spinelli, Co-Chief Investment Officer at Halbert Hargrove, walks through the key economic and investment themes shaping early 2025. He breaks down recent volatility in the U.S. stock market, the performance gap between domestic and international equities, and how concentrated holdings have influenced returns. Learn more: https://www.halberthargrove.com Watch the Event The post Q2 2025 Market Update: Volatili…Inflation · Long BeachRead Article

Net Positive Consortium’s New Members & Strategic Partner

By Leo Almazora in InvestmentNews, featuring Halbert Hargrove   The Net Positive Consortium in Wealth Management, a collective of firms from across the wealth industry who want to affect change, has taken a meaningful step forward. On Friday morning, NPC expanded its membership with five new firms and announced FP Transitions as its first strategic partner. The new members of the collective, which launched in October last year, include: Boga…United States · United StatesRead Article

JC Abusaid on Financial Advisor Firm Growth Amid Volatility

By Lilly Riddle in  CityWire, featuring JC Abusaid, CEO/President   Halbert Hargrove’s chief executive spoke to Citywire about the $3.5bn RIA’s growth, his executive philosophy and staying the course amid market volatility. With tariff turmoil sending markets into correction territory, many advisors have had to question the reliability of certain investments, troubleshoot client anxieties and navigate uncharted territories. JC Abusaid, however, …Long Beach, California · Long BeachRead Article

5 Ways to Help Your Young Adult Children Manage Money

As a 24-year-old public school teacher in New York, I support myself and fund grad school independently. I credit my financial responsibility to my parents’ guidance. Financial education in schools ranges in accessibility and quality, but parents of young adults can fill in the gaps. Parent financial modeling is directly associated with financial behaviors and financial satisfaction among emerging adults ages 18–30, according to a recent study. …United States · United StatesSee the Story

Capital Group, KKR Get SEC Approval to Sell Retail Credit Funds

Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+ will have asset targets of 60% publicly traded debt and 40% private credit, including direct loans and asset-backed credit.BlackRockSee the Story

10 Professionals Weigh In on "Safe Haven" Investments Amid Volatility

By Andrew Shilling in MarketWatch, featuring Brian Spinelli, CFP®, AIF®, Co-Chief Investment Officer   Is it time to rethink your portfolio? Last week, amid President Trump’s major tariff moves, investors looked on as markets endured huge swings. Now, with Chinese imports facing tariffs of 145%, and an uptick in overall volatility, it’s likely that some investors are in search of financial safety. Does that mean they should look to traditional s…Stock Markets · United StatesSee the Story

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