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Financial Insights

HCM Wealth Advisors Blog

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Value Stocks Poised for a Comeback Thumbnail

Value Stocks Poised for a Comeback

HCM believes we’re beginning to see the start of a multi-year rotation from growth stocks into value stocks that will have a strong appeal for investors during the post-COVID economic recovery period.

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What Does the New Stimulus Bill Mean for Me? Thumbnail

What Does the New Stimulus Bill Mean for Me?

The $900 Coronavirus Stimulus Bill was signed last week, and already people are receiving stimulus payments. Learn how much stimulus you can expect, the programs that were extended or cut, and possible plans for a third round of stimulus payments in the works.

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Charitable Giving in the Holiday Season Thumbnail

Charitable Giving in the Holiday Season

Between the holiday spirit, the year-end tax benefits, and the exceptional need our community faces this year, charitable giving is more important than ever. We talk about the benefits of giving and some charities we love.

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November 1 Begins Open Enrollment for Health Insurance Marketplaces Thumbnail

November 1 Begins Open Enrollment for Health Insurance Marketplaces

Beginning on November 1, 2020, individuals (including families) can now apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends on December 15, 2020.

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Tips for People Living in the Sandwich Generation Thumbnail

Tips for People Living in the Sandwich Generation

At a time when your career is peaking and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of young adulthood while at the same time looking after the needs of your aging parents. Squeezed in the middle, you're in the "sandwich generation" — a group loosely defined as people in their 40s to 60s who are "sandwiched" between caring for children and for aging parents.

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