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,...
You can give stocks as a gift, and there are tax benefits, too
Published on December 21, 2020 by MarketWatch If you’re giving stocks you already own, there could be a tax advantage for you. According to Karl Schwartz, a certified public accountant and principal at Team Hewins in Boca Raton, Florida, from a tax perspective,...
7 Asset Allocation Tips in a Low Interest Rate Environment
Published on November 10, 2020 by U.S. News & World Report In addition to income, investors own bonds to provide stability in a well-diversified portfolio. Martha Post, chief operating officer at Team Hewins, recommends that investors develop a long-term asset...
How Much Of Your Salary Should You Put Away For Retirement?
Published on September 25, 2020 by Forbes “Most people ought to contribute the maximum,” says Roger C. Hewins III, President of Team Hewins, LLC in Redwood City, California. “The power of compounding is amazing. You need to put it to work for you starting as early...
Using Tax-Advantaged Bonds in Times of Low Yield
Published on September 14, 2020 by Financial Advisor IQ Municipal bonds and Treasurys are usually favored as safe, tax-exempt investments, but in the current low-yield environment, that’s gotten complicated. Yields on municipal bonds have dropped to the lowest...
This Is How You Can Stress-Test Your Retirement Savings Before It’s Too Late
Published on July 24, 2020 by Forbes “Given that we are all living longer, a long-term healthcare event test helps to give you peace of mind,” says Clari Nolet, Senior Financial Advisor at Team Hewins in Redwood City, California. “If an event of needing nursing home...
Can Post-CFP Credentials Help Advisors Better Serve Clients?
Published on July 20, 2020 by U.S. News & World Report According to the Institute for Divorce Financial Analysts, which awards the CDFA credential, the number of CDFA professionals in the U.S. and Canada rose by 26% in the past five years. “The CDFA...
Smart Financial Moves To Prepare For The Birth Of A Child
Published on June 15, 2020 by MadameNoire When you want to be sure that you’re in great financial shape for the birth of a little one, one of the best things you can do is consult an expert. “To build out your financial plan, it is best to partner with a financial...
Advisor/Adviser Title — Some Need to Let It Go While Others Brandish It
Published on June 8, 2020 by Financial Advisor IQ Team Hewins, a Redwood City, Calif.-based RIA with $2 billion in assets under management, has made changes to client messaging in San Francisco, Miami, and Boca Raton, Fla. since March, in preparation for Reg BI,...
Everything You Need to Know About EBITDA
Published on May 27, 2020 by U.S. News & World Report Investors should become familiar with financial statements so they can navigate these individual measurements and bring meaning out of them. “Companies and industries are different and you can’t...
