Team Talk

 
 
 
 
Four days in February

Four days in February

Monday seems like a long time ago.  We sent out a letter about the Coronavirus Monday, and since then we have seen significant declines in equities and more news about the Coronavirus spreading. Thursday the Dow fell nearly 1200 points, sliding into “correction...

read more
Coronavirus: COVID-19

Coronavirus: COVID-19

U.S. equity indices fell sharply Friday after hitting new record highs midweek.  And interest rates fell yet again, with the 10-year Treasury yield below 1.5% and the 30-year Treasury yield hitting an all-time record low well below 2%. Every day we see headlines about...

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
Four days in February

Four days in February

Monday seems like a long time ago.  We sent out a letter about the Coronavirus Monday, and since then we have seen significant declines in equities and more news about the Coronavirus spreading. Thursday the Dow fell nearly 1200 points, sliding into “correction...

read more
Coronavirus: COVID-19

Coronavirus: COVID-19

U.S. equity indices fell sharply Friday after hitting new record highs midweek.  And interest rates fell yet again, with the 10-year Treasury yield below 1.5% and the 30-year Treasury yield hitting an all-time record low well below 2%. Every day we see headlines about...

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
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Best in State Advisors

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.