Coronavirus: COVID-19

Coronavirus: COVID-19

U.S. equity indices fell sharply Friday after hitting new record highs midweek.  And interest rates fell yet again, with the 10-year Treasury yield below 1.5% and the 30-year Treasury yield hitting an all-time record low well below 2%. Every day we see headlines about...
Focused on growth for year ahead

Focused on growth for year ahead

Published on February 20, 2020 by NAPFA   Having just spun out from Hewins Financial a year ago, Team Hewins is finding its own legs in the Fee-Only industry and looking forward to a great year ahead. “We’re getting to know exactly who we are as a...
Focused on growth for year ahead

“The best approach” to marketing your business

Published on February 10, 2020 by NAPFA   Marketing is an essential part of the financial advisory business, especially in the growth phase when advisors are still building a client base. Along with other experts, Robert Freedman of Team Hewins shares his perspective...
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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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