The second quarter delivered mixed results for investors. While the S&P 500 climbed to new records propelled by big tech stocks, other equities saw a decline. This is why diversification is key– just look at Taiwan's AI boom! The recent surge in AI-related stocks within the Taiwanese market drove strong emerging market returns, highlighting how returns often come from surprising places. Read our second quarter market summary to learn more: https://bit.ly/3LhGdco #TeamHewins #Investing #Economy #MarketOverview
Team Hewins
Financial Services
Redwood City, California 627 followers
Your guide to financial wellbeing.
About us
At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the “big picture” elements of your financial life, while getting to know you and your goals along the way. From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high—we’ll help you get there.
- Website
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http://www.teamhewins.com
External link for Team Hewins
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Redwood City, California
- Type
- Partnership
- Founded
- 2018
- Specialties
- Financial Planning, Investment Management, Financial Services, Family Office, and Business Planning
Locations
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Primary
203 Redwood Shores Pkwy
Suite 550
Redwood City, California 94065, US
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4400 Biscayne Blvd
Suite 514
Miami, Florida 33137, US
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2255 Glades Rd
Suite 210E
Boca Raton, Florida 33431, US
Employees at Team Hewins
Updates
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Please join us in welcoming Deborah Peri to #TeamHewins as our newest lead financial advisor! Debbie brings an impressive 20 years of investment and wealth management experience. It is our pleasure to welcome her to the team and we look forward to her contributions to our clients' success. #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst
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Our CERTIFIED FINANCIAL PLANNER™ professionals work closely with our clients’ tax advisors — but why is this so important? In brief, financial decisions affect #taxes (and vice versa). Here’s a pro tip to make the most out of your financial advisor relationship: #FinancialPlanning #FinancialWellbeing #HolisticFinancialPlanning #ClientsFirst #TaxEfficiency #WealthPlanning
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Please join us in celebrating Clari Nolet! She is one of AdvisorHub’s 2024 Top 200 Advisors to Watch. Clari is passionate about assisting women in transition and helps her clients visualize the future impact of decisions so they can move forward with confidence. Congratulations on this accomplishment! View Clari’s full profile here: https://hubs.ly/Q02DYLFj0 See the full list of Advisors To Watch here https://hubs.ly/Q02DYYmz0. Published June 2024. Neither the Firm nor its representatives paid a fee to participate in the survey.
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In our quarter-end letter, Roger Hewins takes us down memory lane. This communication compares and contrasts the current market environment with that of the late 1990’s and early 2000’s and reminds us of the importance of diversification to a successful long-term investment strategy. Read more in our latest blog here: https://hubs.ly/Q02DYBzD0 #Business #StockMarket #Investing #Finance
2024 Q2 Quarter-End Market Update: Memory Lane | Team Hewins
https://teamhewins.com
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Congratulations to John Bussel for being named to Advisor Hub's Advisors to Watch list in 2024. John's commitment to his clients is unwavering as he helps them achieve peace of mind in their financial lives. John has over thirty years of experience advising families, individuals and institutions. Congratulations on this accomplishment! View John's full profile here: https://hubs.ly/Q02DBbs_0 See the full list of Advisors To Watch here https://hubs.ly/Q02DzVff0. Published June 2024. Neither the Firm nor its representatives paid a fee to participate in the survey.
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Talking about finances with your partner can be challenging. Money can be a touchy subject for many people, and disagreements over spending habits are a leading cause of divorce for married couples in the U.S. In fact, a study conducted by the University of Tennessee found that even happy couples disagreed on certain money-related matters. But there’s hope. The key lies in open communication and collaboration. 87% of married couples who consider their marriage “great” regularly collaborate with their spouse to work toward long-term financial goals, and 94% of people with healthy marriages say they talk about their money dreams together. So, how can we create a budget that works for both of us? #FinancialPlanning #FinancialWellbeing #HolisticFinancialPlanning #ClientsFirst
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If you're a high earner, a nonqualified deferred compensation plan can be a great way to save for #retirement. Learn more about how this plan works and the benefits it can provide: https://hubs.ly/Q02zTVC70
Non-Qualified Deferred Compensation Plans Vs. 401(k)s | Team Hewins
https://teamhewins.com
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The American dream is everyone's dream. #Juneteenth