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 rely on numbers like EBITDA or net profit without a thorough understanding of a company’s financial statements,” says Roger Hewins, president at Team Hewins in San Francisco.


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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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