HALBERT HARGROVE

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When Good Investments Are Bad for Your Retirement Savings

A: No. The interest income and dividends that your portfolio generates are part of your portfolio’s total return, says Drew Taylor, a managing director at investment advisory firm Halbert Hargrove in Long Beach, Calif. “Counting income from your ...

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Time
July 2, 2015
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Halbert Hargrove Pilots Financial Client Discovery Process Based on Proven Healthcare Model Developed by Dr. Jeff Belkora

With initial results based on a client sample group, the amount of client input during discussion increased from 57% to 68%, as the rate at which advisors asked questions as part of their dialogue with clients increased from 52% to 67% Halbert Hargrove, an ...

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marketwired.com
May 11, 2015
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Better discovery process key to signing up more clients

Long Beach, Calif.-based Halbert Hargrove tested a four-step questioning process that physician Jeff Belkora developed to encourage patients to relay their health concerns to medical professionals and reveal underlying problems that may need to be addressed.

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Investment News
May 11, 2015
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Halbert Hargrove Appoints Randall Lert as Co-Chief Investment Officer

For more information about Halbert Hargrove, please visit www.halberthargrove.com. About Halbert Hargrove Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth ...

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Market Watch
April 20, 2015
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Robo-advisors are no immediate threat, wealth managers say

chairman and CEO of registered investment advisor Halbert Hargrove, the second-highest-rated fee-only wealth manager in CNBC's recent Top 100 Fee-Only Wealth Management Firms list. "The robo-advisors are going to put pressure on everybody in the industry ...

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CNBC
June 23, 2014
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RIA Firm Employs Health Care Technique For Client Discovery

Regarding the client discovery process, will what works for doctors work for financial advisors? That’s what Halbert Hargrove Global Advisors LLC is trying to find out. The Long Beach, Calif.-based wealth advisory firm, which has more than $4 billion in ...

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Financial Advisor Magazine
June 1, 2015
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New Hire Roundup: SEC Names Levine to Head Advisor Exams in Chicago

This week in personnel announcements and new hires, Steven Levine moved up at the Securities and Exchange Commission; Elliot Hollingsworth was named regional director at Halbert Hargrove; and Clarus Ventures welcomed Barry Gertz and Ari Brettman.

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Think Advisor
October 30, 2014
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As Bulls Romp, Advisers Aim to Manage Down Expectations

JC Abusaid, president of wealth-management firm Halbert Hargrove in Long Beach, Calif., with $4 billion of assets under management, has a portion of most client portfolios in bonds, commodities and international stocks. And based on how those investments ...

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Wall Street Journal
March 10, 2015
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Finding the Right Fit for Flying Private JUN 26

Russ Hill, chief executive of Halbert Hargrove, a wealth advisory firm based in Long Beach, Calif., said using a funded ratio had been effective in high-cost areas where having millions of dollars does not guarantee a comfortable retirement and with young ...

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New York Times
April 12, 2014
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Halbert Hargrove Launches New Website, New Positioning

"The look and feel is a true representation of who we are, and what we stand for." Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning ...

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marketwired.com
July 7, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Kerry Michael Finn as Regional Director, Looks Toward Future Expansion Into Orange County Market

Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations ...

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StreetInsider
July 9, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Kerry Michael Finn as Regional Director, Looks Toward Future Expansion Into Orange County Market

Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations ...

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Reuters
July 9, 2015
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Halbert Hargrove Pilots Financial Client Discovery Process Based on Proven Healthcare Model Developed by Dr. Jeff Belkora

Halbert Hargrove, an independent registered investment advisory firm, has partnered with Dr. Jeff Belkora, faculty member at the University of California, San Francisco (UCSF) School of Medicine, to pilot his SLCT discovery process with a subset of its ...

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MSN
May 10, 2015
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Why a High Income Can Make It Harder to Save for Retirement

“So many people are worried about paying for health care costs when they retire,” says Ross Langley, a certified public accountant at Halbert Hargrove. “This is a smart move.” Once you exhaust your tax-friendly retirement options, you can save in a ...

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Time
May 28, 2015
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Halbert Hargrove Launches New Website, New Positioning

"The look and feel is a true representation of who we are, and what we stand for." About Halbert Hargrove Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth ...

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Market Watch
July 7, 2015
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Halbert Hargrove Expands In California

Kerry Michael Finn has been hired as regional director of Halbert Hargrove, a fiduciary investment management and wealth advisory firm in Long Beach, Calif., with $4 billion in client assets. The allows the firm to expand into Orange County, Calif.

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Financial Advisor Magazine
July 9, 2015
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Wealth Advisory Firm, Halbert Hargrove, Appoints Elliott Hollingsworth as Regional Director

Hollingsworth brings 15 years of experience to the firm, held previous roles with Oakwood Capital and Merrill Lynch Hollingsworth's appointment the latest in the firm's ongoing development, allowing it to more effectively serve the investment management ...

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Reuters
October 21, 2014
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Should Dividends Be the Focus of Your Retirement Income?

Brian Spinelli, chairman of the investment committee at the investment management firm Halbert Hargrove, says dividend investing should be considered neither safe nor stable. Retirees are better off understanding their overall portfolio goals before ...

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USNews
August 24, 2015
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10 Questions to Ask When Choosing a Financial Adviser

Non-fiduciary investment professionals are held to less rigorous standards. At Halbert Hargrove, we take this one giant step further. Every year, we undergo the audit process to achieve Investment Advisor Certification from the Centre for Fiduciary ...

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Kiplinger
September 2, 2015
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Halbert, Hargrove/ Russell LLC

Halbert Hargrove has been in the wealth management business for more than 75 years. Our track record shows how powerfully wealth can grow over time. Today, with offices in California, Colorado, and Washington, we continue to invest in our people ...

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Wealth Management
August 26, 2015
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Robo-advisors are no immediate threat, wealth managers say

chairman and CEO of registered investment advisor Halbert Hargrove, the second-highest-rated fee-only wealth manager in CNBC's recent Top 100 Fee-Only Wealth Management Firms list. "The robo-advisors are going to put pressure on everybody in the industry ...

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CNBC
June 23, 2014
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What Should Your Adviser Do in Times of Market Volatility?

At Halbert Hargrove, we address these risks through clients’ direct ownership of bonds, so that maturing issues, invested in a “ladder” sequence, can provide cash flow if needed. This tactic can help market volatility to have a reduced effect on both ...

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Kiplinger
October 29, 2015
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Halbert Hargrove Launches New Website, New Positioning

Halbert Hargrove's new website (www.halberthargrove.com) features a user-friendly, sleek design that guides online visitors through informative content about the firm's team, service model and approach; Firm also introduces its newest tag line, Your Guides ...

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Yahoo Finance
July 7, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Kerry Michael Finn as Regional Director, Looks Toward Future Expansion Into Orange County Market

Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations ...

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Digital Journal
July 9, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Brian Chang, Julia Pham to Long Beach Advising Team

Halbert Hargrove, a fiduciary investment management and wealth advisory firm, headquartered in Long Beach, CA and managing approximately $4 billion in client assets, announced today the appointment of Brian Chang, CFA and Julia Pham, CFP as its newest ...

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MSN
September 8, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Brian Chang, Julia Pham to Long Beach Advising Team

Chang brings nearly a decade of experience in wealth management and investment strategy, most recently from San Ramon-based GPS Capital Management Pham's appointment brings wealth management and financial planning experience from Irvine, Calif.- based ...

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marketwired.com
September 9, 2015
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Avoiding The Pitfalls Of Sudden Wealth

We also tell clients to pay as they go; do not leverage up and go into debt,” Delgass says. Sathya Chey, relationship manager at Halbert Hargrove, an investment management and financial services firm in Long Beach, Calif., advises those who come into ...

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Financial Advisor Magazine
December 11, 2015
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Wealth Advisory Firm Halbert Hargrove Appoints Brian Chang, Julia Pham to Long Beach Advising Team

-- Chang brings nearly a decade of experience in wealth management and investment strategy, most recently from San Ramon-based GPS Capital Management -- New hires announced on the back of Halbert Hargrove's decision to continue expanding its RIA into ...

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Market Watch
September 9, 2015
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Looking ahead, top RIAs see ranks, rates of fee-only advisors on rise

"We've been through the biggest financial crisis since the Depression and witnessed the biggest Ponzi scheme in history," said Peter Mallouk, president of Creative Planning, thetop-ranked fee-only wealth management firm in the country, according to CNBC.

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CNBC
June 18, 2014
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No Down Payments Needed for VA Home Loans

Process and Advice Upon leaving the U.S. Navy as a Lieutenant in 1994, one of the first things Patrick Kujawa, regional director for Halbert Hargrove, did was get his DD-214 Form (sometimes referred to as DD Form 214). The DD-214 is a form for veterans ...

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Fox Business
July 9, 2015
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Halbert Hargrove Relationship Managers Receive Professional Designations Through Firm's Continuing Education Program

Halbert Hargrove's continuing education program provides funding for advisors to pursue educational and professional development courses Anthony P. Svarka CFP®, CPWA®, AIF® is a Certified Private Wealth Advisor® professional (CPWA®), a designation ...

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marketwired.com
December 2, 2015
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Halbert Hargrove Achieves Record Growth and Receives Recognition From Top Financial and Trade Press

Halbert Hargrove achieves 81% asset management growth over 12 months, since July 2013, increasing their assets under management from $2.24B to $4.08B. Named to CNBC's Top Fee Only Wealth Managers, Financial Times' 300 Top Registered Investment Advisers ...

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Yahoo Finance
August 6, 2014
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Halbert Hargrove Achieves Record Growth and Receives Recognition From Top Financial and Trade Press

About Halbert Hargrove Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services, to individuals, families ...

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Market Watch
August 6, 2014
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Schwab seeks 'jail time' for principal of RIA it fired: How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 2)

Finally, the appeal cites BSW Wealth Partners, a Boulder, Colo.-based RIA currently managing more than $800 million. According to the appeal, Schwab’s compliance team discovered that a rep at the RIA had conducted “multiple suspicious withdrawal reques ...

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RIA Biz
November 24, 2014
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Halbert Hargrove Achieves CEFEX Recertification for Fiduciary Excellence

Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations ...

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StreetInsider
February 9, 2015
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