IN THE NEWS
Most Recent Reports from
HC Financial Advisors, Inc.
Market Review – Our quarterly update on the stock market and the economy
Quarterly Newsletter - Financial Planning Reminders is our newsletter with articles related to such financial planning topics as retirement planning, insurance, estate planning, tax updates, and budgeting matters.
News from HC Financial Advisors, Inc.
Peggy S. Cabaniss named one of the Top 50 Women in Wealth Management for 2008 and 2009 by Wealth Manager Magazine.
News from the members of our team during the past five years:
August 2011: Steve Biggs qualified to be among the 1500 riders in the 100 mile competition at Leadville in Colorado. It was his second year to earn a silver award in this grueling race that features some of the world’s top cyclists.
August 11, 2011, ABCNews Online, “High Frequency Trading May Magnify Market Woes”, Comments from Peggy Cabaniss on high frequency trading and its effects on investors.
August 2011, Karla McAvoy appointed program chair for the 2012 FPA NorCal Conference.
July 2011, Money Magazine, “We Need a Makeover”, Peggy Cabaniss participated in a “Financial Makeover” for a couple with three college bound daughters, p. 88.
December 14, 2010, San Francisco Chapter of the FPA, Peggy Cabaniss was one of three panel members discussing “Managing Investment Portfolios and Clients During Challenging Times”.
Summer and Fall, 2010, Presentations by Peggy Cabaniss to the Kappa Kappa Gamma National Convention and to Dow Chemical on “The Financially Savvy Woman”.
June 2010 and 2011, Karla McAvoy served on the program committee for the highly successful FPA NorCal Conferences in San Francisco at the Palace Hotel.
March 8, 2009, Chicago Tribune, Article by Janet Kidd Stewart, “Chicago lawyer with $225,000 in debt has reason to hope”, Interview with Peggy Cabaniss and Anita Singh regarding a client makeover situation.
January 2009, Money Magazine, “Secrets of America’s Top Advisers: Six of the financial planning profession’s most respected veterans reveal their favorite strategies for tough times”, p. 70
October 2008, “Your Financial Future: Are You Risking Your Own Retirement If You Give Financial Help to an Adult Child?”, by Martha Hamilton, AARP Bulletin Today
February 2008, Real Simple Magazine, Financial Makeovers, Interview with Beth Fenner on Four Real Life Case Studies about how to manage cash flow better.
December 2007, “What Women Want”, by Dave Drucker, Wealth Manager Magazine, pp 38-42
August 2006, “Back in the Saddle”, by James Green, Interview with Peggy S. Cabaniss as the current Chair of the National Board of NAPFA, Investment Advisor Magazine
July 2006, “Why Aren’t There More Women”, by Tracey Longo, Financial Advisor Magazine
June 2006, American Medical News, “Looking for a financial adviser? Beware these red flags”
February 2006, “NAPFA: Holier Than Thou No more”, by Tracey Longo, Interview with Peggy S. Cabaniss, Chair of NAPFA, Financial Adviser Magazine