Team Hewins’ Post

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

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

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

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

The American dream is everyone's dream. #Juneteenth