Advisors Allay Fears of Clients Unnerved By Pandemic

Advisors Allay Fears of Clients Unnerved By Pandemic

Published on January 19, 2020 by U.S. News & World Report   Roger Hewins, founder and president at Team Hewins, an independent wealth management firm in Redwood City, California, says a later retirement date, even if forced by the pandemic and economic downturn,...
A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...
Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
SHOOK Best in State Advisor

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.

Pin It on Pinterest