Team Talk

 
 
 
 
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...

read more
It’s All In How You Look At It

It’s All In How You Look At It

Welcome to a new decade!  This decade just seemed to fly past.  The last thing I remember, the market was rebounding sharply in 2009 after the Great Recession.  We started a new decade with a weak economy but a good equity market, predicted by exactly nobody, the...

read more
Iran Situation

Iran Situation

As we are sure you all know, the situation in the Middle East is tense and potentially dangerous right now.  This situation would seem to have the potential to disrupt financial markets, but so far we are not seeing many signs of serious dislocation.  That could...

read more
This Bull Market Still has Legs to Stand On

This Bull Market Still has Legs to Stand On

The S&P 500 is having its best run in six years,¹ and the US economy is in a 10-year expansion, leaving some to worry that the decade-long bull market is near an end. While we understand the concern, there are a few reasons why we believe it could keep rolling...

read more
The Millennials: Be Nice to Them

The Millennials: Be Nice to Them

As we are about to start not just a new year but a new decade, media and conversations naturally turn to what’s in store for all of us in the 2020’s.  Where are we going politically, socially, culturally?  As financial advisors, we’ll leave thoughts on key trends in...

read more
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,...

read more
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...

read more
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...

read more
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...

read more
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...

read more
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...

read more
It’s All In How You Look At It

It’s All In How You Look At It

Welcome to a new decade!  This decade just seemed to fly past.  The last thing I remember, the market was rebounding sharply in 2009 after the Great Recession.  We started a new decade with a weak economy but a good equity market, predicted by exactly nobody, the...

read more
Iran Situation

Iran Situation

As we are sure you all know, the situation in the Middle East is tense and potentially dangerous right now.  This situation would seem to have the potential to disrupt financial markets, but so far we are not seeing many signs of serious dislocation.  That could...

read more
This Bull Market Still has Legs to Stand On

This Bull Market Still has Legs to Stand On

The S&P 500 is having its best run in six years,¹ and the US economy is in a 10-year expansion, leaving some to worry that the decade-long bull market is near an end. While we understand the concern, there are a few reasons why we believe it could keep rolling...

read more
The Millennials: Be Nice to Them

The Millennials: Be Nice to Them

As we are about to start not just a new year but a new decade, media and conversations naturally turn to what’s in store for all of us in the 2020’s.  Where are we going politically, socially, culturally?  As financial advisors, we’ll leave thoughts on key trends in...

read more
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,...

read more
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...

read more
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...

read more
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...

read more
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...

read more
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