Advisors Allay Fears of Clients Unnerved By Pandemic

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,...
How Much Of Your Salary Should You Put Away For Retirement?

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

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...
Smart Financial Moves To Prepare For The Birth Of A Child

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...
Advisors Allay Fears of Clients Unnerved By Pandemic

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...
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SHOOK Best in State Advisor

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.

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