Halbert Hargrove

Halbert Hargrove Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals.

Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no sm

all part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠". Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.

06/01/2026

Fear tends to show up in financial conversations more often than greed does. Most people aren’t trying to figure out what they’re getting. They’re worried about making the wrong decision, creating family conflict, or being left to sort through difficult situations without knowing what their parents actually wanted.
That’s why the tone of these conversations matters so much. People can usually tell the difference between “What am I getting?” and “Help me understand what to do when the time comes.”

The full episode of Fearless Money Talks explores ways families can approach these conversations with more empathy, honesty, and a little less discomfort.

YouTube: https://loom.ly/rvwbkYY
Apple Podcasts: https://loom.ly/JH3INHA
Spotify: https://loom.ly/Aj07EqI

As continues to evolve, it’s raising important questions around and responsible use in . In this article, our Weal...
05/30/2026

As continues to evolve, it’s raising important questions around and responsible use in .

In this article, our Wealth Advisor and Director of Technology and Cybersecurity, Shane Cummings, shared that firms should carefully review AI vendor agreements and understand how client data is handled before adopting these tools.

To learn more, check out the full article by Leo Almazora: https://loom.ly/hTRpboc

Wealth doesn’t typically disappear because of one bad investment decision.More often, it fades through confusion, avoida...
05/29/2026

Wealth doesn’t typically disappear because of one bad investment decision.

More often, it fades through confusion, avoidance, and conversations families never had while everyone still had the chance.

Not knowing who’s responsible. Not knowing what parents actually wanted. Not knowing whether there was even a plan in the first place.

The families that navigate these transitions best aren’t necessarily the ones with the most wealth. They’re the ones willing to have uncomfortable conversations before a crisis forces them to.

Fearless Money Talks explores why clarity, communication, and empathy matter far more than most people realize when it comes to passing wealth from one generation to the next.

YouTube: https://loom.ly/rvwbkYY
Apple Podcasts: https://loom.ly/JH3INHA
Spotify: https://loom.ly/Aj07EqI

05/28/2026

Most people assume “the inheritance conversation” has to revolve around money and account balances. But some of the most important conversations have nothing to do with numbers at all.

Sometimes the most helpful thing a parent can do is simply make introductions before there’s ever a crisis:
Who’s the attorney?
Who handles taxes?
Where are the documents?
Who should we call first if something happens?

That kind of clarity can help prevent confusion, panic, and family conflict later on. It also sends a message that adult children could really use: “There’s a plan.”

This episode of Fearless Money Talks gets into why these conversations matter, and why they’re often less about money than people assume.

YouTube: https://loom.ly/rvwbkYY
Apple Podcasts: https://loom.ly/JH3INHA
Spotify: https://loom.ly/Aj07EqI

Not all debt is the same. Some can support long-term goals like homeownership or education. Other types, particularly hi...
05/27/2026

Not all debt is the same. Some can support long-term goals like homeownership or education. Other types, particularly high-interest, short-term debt, can quietly erode financial flexibility over time.

The distinction between the two matters, but so does having a plan. Even debt that is generally considered manageable can become a problem without a clear strategy behind it.

Read more in our article here: https://loom.ly/1rFCs8s

Market volatility is uncomfortable. It can also create planning opportunities worth understanding.Tax loss harvesting is...
05/26/2026

Market volatility is uncomfortable. It can also create planning opportunities worth understanding.

Tax loss harvesting is the practice of selling investments that have declined in value to potentially offset capital gains elsewhere in a portfolio. It is one of the more practical tools in tax planning, though the rules around it, including the IRS wash sale rule, matter and individual circumstances vary.

We walk through how it works in our article here.

Read more: https://loom.ly/d_OdXAU

Financial awareness doesn't require becoming an expert. It starts with understanding what comes in, what goes out, what ...
05/24/2026

Financial awareness doesn't require becoming an expert. It starts with understanding what comes in, what goes out, what you own, and what you owe and how those pieces fit together over time.
Small habits like tracking cash flow, reviewing your balance sheet, and having a basic sense of your tax situation can help build clarity and confidence in your financial decisions.

Read more: https://loom.ly/4Xspuf0

Finding a outside the office looks different for every leader. For our CEO, JC Abusaid, it means tapping into his adve...
05/22/2026

Finding a outside the office looks different for every leader. For our CEO, JC Abusaid, it means tapping into his adventurous side, from swimming with sharks to waterskiing, wakeboarding, and more. In this Asset TV Out of Office episode with Jenna Dagenhart, JC shares how seeking out adrenaline helps him stay energized as a leader.

Watch the full video here: https://loom.ly/sWJ52mY

Whether an inheritance is taxable depends on more factors than most people realize, and the answer often surprises those...
05/20/2026

Whether an inheritance is taxable depends on more factors than most people realize, and the answer often surprises those with traditional IRAs or 401(k)s they plan to pass on to heirs.

Most inheritances aren't federally taxed, but retirement accounts carry a deferred tax liability that beneficiaries may encounter unexpectedly. Understanding the landscape and planning ahead can make a meaningful difference for the people you leave behind.

Read more: https://loom.ly/hb8P-kw

A is a strategic plan prioritized by a leader’s actions and decision- making to drive . Our CEO, JC Abusaid, shares h...
05/19/2026

A is a strategic plan prioritized by a leader’s actions and decision- making to drive . Our CEO, JC Abusaid, shares how to create a leadership agenda that sticks in his latest Forbes Business Council article. He explains that plans often fail not due to a lack of ambition, but because of poor ex*****on.

Read more here: https://loom.ly/19p1gf4

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