Team Talk

 
 
 
 
First Quarter 2021 Market Overview

First Quarter 2021 Market Overview

In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a sense of optimism about a US economy poised to reopen. After the rapid market decline last year, the Fed stepped in...

read more
Rotation and Reopening

Rotation and Reopening

The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with the announcement of the first vaccine.  We now have roughly 30% of the country, and more than 60% of people over 65,...

read more
Financial Health Post-Pandemic:  3 Factors to Assess

Financial Health Post-Pandemic: 3 Factors to Assess

A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many.  You may be considering ways to better prepare for the next time something unexpected happens in your life.  This is a...

read more
What about Bonds?

What about Bonds?

Remember our old friend, the Tapir? A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little friend[i] to you.  At the time, after massive intervention into the fixed income markets in response to the 2008 financial...

read more
The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...

read more
Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock market...

read more
Fourth Quarter 2020 Market Overview

Fourth Quarter 2020 Market Overview

2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...

read more
A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...

read more
Tax Loss Harvesting

Tax Loss Harvesting

2020 has presented us with many challenges, but also some opportunities.  A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...

read more
Year-end Tax Planning Tips

Year-end Tax Planning Tips

2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill.  Required...

read more
First Quarter 2021 Market Overview

First Quarter 2021 Market Overview

In a reversal of the fear and uncertainty that gripped many in the first quarter of last year, investors appear to be looking to the future with a sense of optimism about a US economy poised to reopen. After the rapid market decline last year, the Fed stepped in...

read more
Rotation and Reopening

Rotation and Reopening

The rotation continues The first quarter of 2021 saw more of the so-called “rotation” into small and value stocks that started last November with the announcement of the first vaccine.  We now have roughly 30% of the country, and more than 60% of people over 65,...

read more
Financial Health Post-Pandemic:  3 Factors to Assess

Financial Health Post-Pandemic: 3 Factors to Assess

A lot has happened in the world over the past year, and while everyone’s physical health is top of mind, financial health is also a concern for many.  You may be considering ways to better prepare for the next time something unexpected happens in your life.  This is a...

read more
What about Bonds?

What about Bonds?

Remember our old friend, the Tapir? A few years ago, in a desperate attempt to make Fed policy even mildly interesting, we introduced our little friend[i] to you.  At the time, after massive intervention into the fixed income markets in response to the 2008 financial...

read more
The Rotation Trade

The Rotation Trade

The so-called “rotation trade” continued into early February, after a strong Q4.  This term refers to the market “rotating” from large growth/big tech stocks to small cap and value stocks in the expectation that the vaccines will do the trick and the economy can...

read more
Mr. GameStop’s Wild Ride

Mr. GameStop’s Wild Ride

“In the short-run, the stock market is a voting machine. Yet, in the long-run, it is a weighing machine.” -- Warren Buffett [i] While the last week in the markets has felt like being on Mr. Toad’s Wild Ride at Disneyland, Warren Buffett’s famous quote on stock market...

read more
Fourth Quarter 2020 Market Overview

Fourth Quarter 2020 Market Overview

2020 was a year that no one will forget. A devastating pandemic wreaked havoc on our lives, and the resulting shelter in place orders wreaked havoc on the economy. US GDP dropped a historic 32.9% in the second quarter, and the unemployment rate peaked at 14.7%, a...

read more
A Year to Remember

A Year to Remember

Year-End 2020 After a year like this, I don’t know what to say.  Belaboring the obvious seems pointless, and yet it seems incumbent on me to try to convey something meaningful.  We can’t just let such an eventful year pass by unremarked. What just happened here?!...

read more
Tax Loss Harvesting

Tax Loss Harvesting

2020 has presented us with many challenges, but also some opportunities.  A disciplined adherence to a good plan can pay long-term dividends at times like this that “try men’s souls.”[i] In case you missed it, earlier this year when Covid-19 hit, we experienced a...

read more
Year-end Tax Planning Tips

Year-end Tax Planning Tips

2020 has certainly been an eventful year, so it’s likely that income taxes have not been at the top of your mind. But there is still time before year end to complete some simple strategies that have the potential to save you big bucks on your 2020 tax bill.  Required...

read more
Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
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.

Pin It on Pinterest