Team Hewins

Today, we honor the courage and resilience of those who fought for our independence. Let us remember the values defining us as a nation—liberty, equality, and justice. From all of us, we wish you a joyous Independence Day filled with love, family, and gratitude. Happy 4th of July! 🇺🇸

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.

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

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.

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

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

The American dream is everyone's dream. #Juneteenth

We are often asked, "What are the essential estate planning documents for young adults?" Maybe your child is graduating and venturing out on their own, or perhaps you have a close friend or godchild embarking on a new chapter. Whatever the reason, this is a great time to have the following documents in place to protect you and your loved ones. Here are 4 must-have estate planning documents for young adults: 📜 𝐋𝐚𝐬𝐭 𝐖𝐢𝐥𝐥 𝐚𝐧𝐝 𝐓𝐞𝐬𝐭𝐚𝐦𝐞𝐧𝐭: Secure your legacy by specifying how your assets should be distributed and who will take care of them. 💼 𝐑𝐞𝐯𝐨𝐜𝐚𝐛𝐥𝐞 𝐋𝐢𝐯𝐢𝐧𝐠 𝐓𝐫𝐮𝐬𝐭: Maintain control over your assets while avoiding probate and ensuring family privacy. 💰 𝐋𝐢𝐟𝐞 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞 𝐏𝐨𝐥𝐢𝐜𝐲: Provide financial security and support for your loved ones, ensuring their wellbeing in case of unexpected events. 📝 𝐋𝐞𝐭𝐭𝐞𝐫 𝐨𝐟 𝐈𝐧𝐭𝐞𝐧𝐭: Express your wishes and preferences regarding personal matters, including healthcare, funeral arrangements, and instructions for the care of your children and pets. #FinancialPlanning #FinancialWellbeing #HolisticFinancialPlanning #ClientsFirst #EstatePlanning #TaxEfficiency #WealthPlanning

Whether it is teaching us how to ride a bike, go fishing, or save up for our first toy, we appreciate everything you do! Wishing you a Happy Father's Day from the #TeamHewins Family.

If you work at a tech company or a startup, you've almost certainly heard about restricted stock units (RSUs). But when it comes time to cash in, a common question we get is: "What happens when #RSUs are sold as stock?" You're not alone! Many people wonder how to best navigate this financial windfall, and how to manage the money wisely to maximize its long-term benefit. This is where we come in. #FinancialPlanning #TaxPlanning #FinancialWellbeing #ClientsFirst #TaxEfficiency #WealthPlanning