Recession: Pause Before You Sell Your Mutual Fund
Published on April 14, 2020 by U.S. News & World Report A majority of investors can’t and don’t want to sell but are still uncomfortable with volatility. The reality is we have no control over market activity. But Carolyn Kelly, a certified financial...
SEC Proposal Widens Pool of Accredited Investors
Published on April 13, 2020 by Middle Market Growth The private equity community welcomed a recent move by regulators to widen the pool of Americans eligible to invest in private companies. While experts say the proposed change is unlikely to bring droves of Main...
Social distancing? 15 books to read in quarantine
Published on March 31, 2020 by Financial Planning Working from home doesn’t have to mean all work all the time — financial advisors are entitled to a break during stressful times, too. With planners all over the country working from home in the wake of the novel...
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...
“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...
