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 27, 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...
Analysts see many types of bullets for Fed use, other than negative rates
Published on May 22, 2020 by The Bond Buyer “…the Fed has an out: it can “print money,” according to Roger Hewins, founder and president of Team Hewins. “I think there is a serious commitment to avoid negative rates, and those will not be...
What You Can Do Right Now To Protect Yourself Against Inflation If You’re Retired (Or Close To Retirement)
Published on May 15, 2020 by Forbes “At this time the biggest expenses for this group are medical or potential medical, so making sure to shelter in place and avoid unnecessary exposure to COVID-19 is important to controlling costs,” says Clari Nolet, Senior...
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...
