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Second Quarter 2025 Market Overview
Mounting concerns around the impact of escalating tariff policies on inflation and weakening economic data drove a negative first quarter for US...
Celebrating the Women Financial Advisors at Team Hewins
That’s one of the reasons having women in finance is so important — with a deep understanding of the financial challenges women face, women...
When Markets Drop: How Successful Professionals Navigate Financial Fear
"I want to move everything to cash! The market's going to crash. What should I do?" I heard this from a client when the stock market started...
Making Smart Investment Decisions in a Headline-Driven World
Picture this: You're preparing for an important board meeting when your phone buzzes with a market alert. Then another. By lunch, you've seen three...
Estate Planning for Young Adults: Must-Have Documents
Estate planning isn’t top of mind for most young adults, especially those who are in good health. But an estate plan is a critical component of a...
2025 Q2 Mid-Quarter Market Update – Volatility, Patience, and Opportunity
94 Years Young! On Friday, May 2, the shares of Berkshire Hathaway closed at a record high. The next day at the company’s annual shareholder...
First Quarter 2025 Market Overview
The first quarter of 2025 saw more than its fair share of volatility, with the S&P 500 hitting an all-time high on February 19th, before having...
How to Financially Prepare for Divorce: 3 Professional Tips for a Smoother Transition
Going through a divorce is challenging enough, and sorting out the financial aspects can add even more stress. Are you preparing for a divorce and...
5 Key Pieces of Financial Advice for Independent Women
Reaching executive status brings financial rewards for women, yet it introduces complex challenges in financial planning. For independent women,...
5 Essential Elements of Tax Planning with a Financial Advisor
Understanding the key elements of tax planning with a financial advisor can help you minimize tax liability and build a tax planning strategy that...
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