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If AI Does the Training Part, Who Learns the Job?
Oct 22, 2026 | General
The short version: AI is quietly taking over the routine work that used to teach people their jobs. That changes how the next generation learns, how...
How to Switch Financial Advisors: 2026 Tax & Strategy Guide
Oct 18, 2026 | General, Smart Financial Tips
As we approach year-end, many investors begin evaluating their financial progress and realizing their current advisor hasn't been proactive on...
Divorce Financial Planning: From Joint Wealth to a Plan of Your Own
Oct 9, 2026 | Divorce Financial Planning, General, Smart Financial Tips
When someone comes to me in the middle of a divorce, the first question they almost always ask is some version of “Will I be okay?” Other questions...
Third Quarter 2026 Market Overview
Oct 8, 2026 | Investing, Quarterly Market Summary
Market returns were robust to start off the third quarter behind a backdrop of strong corporate earnings, with 78% of S&P 500 companies beating...
A Plan for Your Bonus, Before It Arrives
Sep 28, 2026 | Equity Compensation, General, Smart Financial Tips, Tax Planning
One of our clients first came to Team Hewins after facing a common financial headache: while he earned a high income, his compensation relied...
Bay Area Financial Planning: A Guide for San Francisco Professionals
Sep 14, 2026 | General, Smart Financial Tips
In 2013, I had three job offers in front of me and a decision to make about where to build the rest of my career. One of them was in the San...
Financial Planning for Tech Employees: When Your Paycheck and Portfolio Depend on the Same Company
Aug 31, 2026 | General, Smart Financial Tips
When a client's company stock takes a hit, the message I get that afternoon is usually a question about their future. Can I still make my goals...
Beyond the Vacation: A Couple’s Guide to Retiring in South Florida
Aug 17, 2026 | General, Smart Financial Tips
Many years ago, I met a couple who had already decided to retire to southern Florida. They loved being near the ocean, had plans to get involved in...
What Is a Trump Account?
Jul 28, 2026 | General, Smart Financial Tips
"So... should we open a Trump Account?" Ever since "Trump Accounts" officially became law in July 2025, that question has echoed through almost...
The Double-Edged Sword of Managing Concentrated Stock
Jul 20, 2026 | Equity Compensation, Smart Financial Tips
If you're holding a large position in a single company's stock, whether from Restricted Stock Units (RSUs) that have vested over a long career, a...
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