After a strong start to the year, markets retreated in a volatile March behind concerns around the conflict with Iran, the impact of higher oil...
First Quarter 2026 Market Overview
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Healthy Financial Habits: 7 Good Financial Habits for 2026
As we navigate 2026, cultivating healthy financial habits is more critical than ever. Whether you're looking for good financial habits to protect...
Do I Need a Financial Advisor? The 2026 Decision Framework
Determining if you need a financial advisor in 2026 depends on the complexity of your wealth and your long-term goals. Generally, you need a...
How to Switch Financial Advisors: 2026 Tax & Strategy Guide
As we move into 2026, the financial landscape is shifting. Whether you are looking for better tax-efficiency or a more proactive partnership,...
Fourth Quarter 2025 Market Overview
International and Emerging Markets stocks were the best performers for Q4 and the full year, aided by a decline in the US dollar of about 9%, but...
Team Hewins Named One of Financial Planning’s 2025 Best RIAs to Work For
We are incredibly honored and proud to announce that Team Hewins has been named one of Financial Planning’s 2025 Best RIAs to Work For! This...
Third Quarter 2025 Market Overview
Markets continued to rally in the third quarter with stocks and bonds alike enjoying positive returns. Continued investment into AI, such as the $40...
If Equity Compensation is Part of Your Package, Here’s What You Need to Know
Equity compensation packages are becoming more and more popular. In today’s competitive job market, employers are going above and beyond to attract...
How the ‘Big Beautiful Bill’ Affects Your Financial Planning
Meet Lisa.She’s in her mid-50s, successful in her career, and juggling a lot—family, work, and the quiet pressure of making smart financial...
Second Quarter 2025 Market Overview
Mounting concerns around the impact of escalating tariff policies on inflation and weakening economic data drove a negative first quarter for US...