Profitability for Dummies

Profitability for Dummies

Once upon a time, there were two professors, a paper, a three-factor model, and ultimately a Nobel Prize.  1992 was a good year.  The story was simple and powerful, the effects observable to the naked eye and remarkably persistent, if you could stand painful intervals...
Learning to Cope

Learning to Cope

Would you rather listen to this month’s client letter? Download “Learning to Cope” from our podcast. As we enter the next phase of the coronavirus event, we are in uncharted territory.  We are not out of the woods yet, and we may make mistakes and...
The End of the Beginning?

The End of the Beginning?

This Coronavirus crisis has been compared to war, and rightfully so.  Our people are under attack, and how well we fight may in large measure determine how long it takes to achieve victory and how many casualties we will suffer.  We had some important developments in...
Facing the Challenge

Facing the Challenge

We would like to tell you the answer.  When will this be over, and what is the market going to do next?  But you know no one knows.  This is a new challenge, and we have to face it and recognize what we are dealing with here. We have faced major health care challenges...
Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
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.

Pin It on Pinterest