Halbert Hargrove

We were excited to sponsor the LB Aquarium’s Blue Whale Gala on June 27th 2026!

To learn more about this event, please visit: Blue Whale Gala | Events | Aquarium of the Pacific

As the year continues, we're excited to celebrate the milestones that have made 2026 such a memorable one for Halbert Hargrove.

This year, we announced our partnership with , an innovative aging-care platform, surpassed $4.2 billion in assets under management , and expanded our footprint with a new office in Carlsbad, where we're proud to be a member of the Carlsbad Chamber of Commerce.

These accomplishments would not have been possible without the trust of our incredible clients and the dedication of our amazing team. Thank you for being part of our journey.

We also appreciate Leo Almazora and InvestmentNews for highlighting these exciting updates: https://loom.ly/TanMmKQ

RIA Moves: Halbert Hargrove Reaches $4.2 Billion in AUM Halbert Hargrove announced continued growth, reaching $4.2 billion in assets under management while expanding client resources and regional presence.

Your monthly investment statement contains more information than people realize. For taxable accounts, realized gains and losses have direct tax implications, and knowing how to read them is a useful starting point for broader planning conversations.

How long a security is held before it is sold can affect the rate at which any gain is taxed. Strategies such as tax-loss harvesting and loss carryforwards can also play a role in managing a portfolio's overall tax exposure. Individual circumstances vary, and coordination with an advisor can help ensure these factors are considered in context.

Read more here: https://loom.ly/4ZEmsUE

As continues to evolve and the industry adapts, security and privacy are more important than ever. In this recent Kiplinger article, our Director of Cybersecurity and Technology and Wealth Advisor, Shane Cummings, explains ways can help protect their .

To learn more, read the full article: https://loom.ly/U9kFRn8