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“After a strong July and August for equities (the best August since 1986), markets pulled back in September, but good gains held for the quarter with the S&P 500 rising 8.9%.” Listen to CIO John Bussel’s take on how sound investment principles
On this eposide of Team Talk, our Senior Financial Advisor Clari Nolet speaks with Dimensional Fund Advisors’ Regional Director, Caroline Gaynor. In this inspirational interview, Caroline talks about her experience guiding vision-impaired athl
As election time rolls around, people start to ask, what does history tell us about presidents and stock market performance? Chief Investment Officer, John Bussel, talks to us about the coming election and some of the history lessons we can lea
During the COVID-19 Pandemic, a new wave of scams has popped up. We spoke to Kara Suro, Vice President, External Fraud Surveillance and Investigations, for Charles Schwab and Ben Watson, Technology Manager for Team Hewins about some of the most
Were your finances ready for 2020? How should we "pandemic-proof" our financial plans? To answer this and more, I interviewed Senior Financial Advisor, Karl Schwartz, CPA, CFP® to learn more about the steps one can take to help make it through
On today’s episode of Team Talk, we are talking Real Estate. We have with us today, Sandy Wihtol, Principal and Founder of The Wihtol Group. Sandy has been a licensed Realtor since 1986 serving his clients up and down the San Francisco Bay Area
In this episode of Team Talk we discuss July's market movements, the Q2 GDP report, and answer the question, What is the VIX? Learn more about our financial advisors, planners, and services at www.teamhewins.com. The content here is for informa
On this episode of Team Talk, we talk with Roger Hewins about Profitability and how that plays into our investment philosophy. A complex topic that we try to break down for people. As President and Founder of Team Hewins, Roger serves many of
On this episode of Team Talk, we speak with John Bussel about what we saw in this historic second quarter, in what is shaping up to be an interesting 2020. John is the Chief Investment Officer of Team Hewins. As CIO, John is able to utilize his
What do we think interest rates will be doing this year? Should investors be concerned about China? Should I be investing in gold?Listen to the second part of our client Q&A with our investment committee members, Roger Hewins, Martha Post, CFA,
In this episode of Team Talk John Bussel leads a conversation with Apollo Lupescu from Dimensional Fund Advisors about investment portfolio diversification. We ask him:Should your portfolio track the S&P 500? How does diversification capture op
With unemployment up, continued COVID-19 uncertainty, and states starting to re-open, what is influencing the equity markets? Team Hewins CIO, John Bussel, joins us this week to discuss what moves financial markets.John is the Chief Investment
This week we have with us, Senior Advisor, Karl Schwartz. Karl comes to us from our Boca Raton, Fl office, and in addition to being a Certified Financial Planner, he also has a background as a CPA. Karl is also a leader on our financial plannin
Team Hewins CIO, John Bussel, joins us this week to discuss the importance of investment diversification beyond the S&P 500 and an update on oil prices and their impact on the markets.John is the Chief Investment Officer of Team Hewins. As CIO,
Have we turned the corner? Are we seeing the light at the end of the tunnel, and will many “regular companies” get to survive and return to work soon? Listen to Roger Hewins discuss COVID19, vaccine research, oil prices, and the week's market m
Thinking about how to help your child prepare for financial independence? Our associate advisor, William Masse, has some tips for parents on how they can help transition their children to financial independence. Team Hewins is an independent RI
As we enter the next phase of the coronavirus event, we are in uncharted territory. We are not out of the woods yet, and we may make mistakes and suffer setbacks, but we know more now than we did a month ago. Listen to Roger Hewins’ latest l
Have questions about the financial markets? In this episode, Rob Freedman interviews Team Hewins' Investment Committee members, John Bussel (CIO), Martha Post (COO), and Roger Hewins (President) as they answer the most frequently asked question
While oil prices have collapsed, at least high gas prices will not be an obstacle to consumers as we recover. Listen to commentary from Chief Investment Officer, John Bussel as he discusses this week's moves in the oil markets.The content on th
How do we support our communities, neighbors, essential workers, and families trying to put food on the table? How do we give back?In this episode, Senior Advisor, Patrice Cresci, CFP®, shares her experience, being the wife, sister, and daugh
In this episode, we talk to Team Hewins' Chief Investment Officer, John Bussel. The content on the podcast is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any inves
This was an eventful month (and therefore, quarter). This past quarter was the worst in quite a while, needless to say. Thank goodness for the sharp recovery at the very end; it could have been even worse. Listen to Roger Hewins' end of the qua
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