Team Talk
It’s tough to make predictions, especially about the future – Yogi Berra
Yogi Berra’s famous saying seems particularly apt in these early months of 2020 as big surprises around the world have caught policymakers and investors off guard. Every December, as I read through economic and market forecasts, I think about how long it will be until...
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...
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...
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...
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...
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...
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
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
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
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...
It’s tough to make predictions, especially about the future – Yogi Berra
Yogi Berra’s famous saying seems particularly apt in these early months of 2020 as big surprises around the world have caught policymakers and investors off guard. Every December, as I read through economic and market forecasts, I think about how long it will be until...
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...
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...
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...
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...
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...
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
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
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
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...
