Congratulations to Chris Anderson and Kris Mauger!

Congratulations to Chris Anderson and Kris Mauger!

We are pleased to announce the promotions of two talented and dedicated team members, Chris Anderson and Kris Mauger. Chris Anderson, who has been with Team Hewins for over 6 years, has been promoted to the position of Investment Operations Lead. Kris Mauger, an...
The Philanthropic Advice Gap

The Philanthropic Advice Gap

Professional financial, tax and legal advisors typically do a strong job helping clients structure their philanthropy through the right vehicle and providing sound financial and budgeting advice.  Where they often fall short is in helping clients discover core values,...
Celebrating Two Decades of Partnership and Service

Celebrating Two Decades of Partnership and Service

Last month we celebrated the 20th Anniversary of Roger Hewins and Martha Post’s business partnership and service to clients. Over those years, Roger and Martha have worked together to serve hundreds of families with complex financial lives, helping them to find...
Did You Fail At Something? Good—Do Something Else

Did You Fail At Something? Good—Do Something Else

I ran across this article, “Did You Fail At Something?  Good – Do Something Else,” by Darius Foroux, and it got me thinking about how dynamic financial planning can help clients move past disappointments and frustrations.  Financial planning isn’t always the most...
China Update #47

China Update #47

In one of our recent client letters, The Chinese Connection, we discussed China’s role on the world stage as the world’s second-largest economy and as an aggressive power seeking dominance in both economic and military matters.  The relevance to our financial plans...
Ransomware doesn’t have to knock you offline

Ransomware doesn’t have to knock you offline

This is a fascinating article from the Wall Street Journal (behind a paywall) about a couple that accidentally managed to take over almost all of the surveillance cameras in Washington, D.C. right before Trump’s inauguration.  All they did was send out hundreds of...
FAAAM! – with apologies to Irene Cara

FAAAM! – with apologies to Irene Cara

FAANG Big news – Jim Cramer is unceremoniously pulling the plug on Netflix. This obviously destroys the FAANG acronym he created and which we have found useful in describing the phenomenal growth of a handful of “tech” companies: Facebook, Amazon, Apple,...
Be of good cheer!

Be of good cheer!

Here we go! The next 12-month period promises to be among the most interesting runups to an election in a long time.  For some, it may also be an alarming and discouraging time.  As almost everything gets perceived through a political prism, and media sources take...
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