Team Hewins

May the light of this season be in your heart all year long. Wishing you and your family love, peace, health, and happiness always!

Please join us in welcoming Alex Larsen to #TeamHewins as our new Associate Advisor! With a background in technical recruiting, Alex brings a unique blend of skills to our team. We're excited to see how Alex's expertise will contribute to our team's success and our clients' financial wellbeing. Please join us in welcoming Alex to the team! #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst

In spite of all the uncertainty and challenges going on this year – major wars, inflation, and an extremely contentious election – markets of all flavors enjoyed a robust third quarter. Value and small cap stocks took center stage for the quarter, and bonds also enjoyed strong returns. Yields fell amid renewed expectations that inflation is coming down and may even continue to the Fed’s target of 2%. 💡Don’t forget that returns may come from unexpected places. Just another reason to be diversified, always. Read our third market summary to learn more: https://hubs.ly/Q02SFGWz0 #TeamHewins #Investing #Economy #MarketOverview

In a world where time is among our most precious resources, the old adage “time is money” has never been more relevant. But what does it really mean to value your time these days? ↳ It’s not just about hustling harder or working longer hours. It’s about making smart decisions that give you more time for the things that matter most. ↳ Whether you’re a busy professional looking to outsource tasks or a high-net-worth individual seeking to enjoy more of your time, you can decide how to spend your time in a way that leads to greater balance and fulfillment. Learn how to free yourself from time-consuming tasks and increase efficiency: https://hubs.ly/Q02P086N0 ❇️ ❇️ Interested in learning more about this topic and others? Receive monthly advice, how-tos, and guides to help you cultivate a happier, healthier relationship with #money. Sign up for our #newsletter here: https://hubs.ly/Q02P05Lb0 #PersonalGrowth #TimeManagement #ProductivityHacks #Worklifebalance #HolisticFinancialPlanning #ClientsFirst #WealthPlanning

Please join us in welcoming Kristina Rodriguez to #TeamHewins as our new Executive Assistant! With over 10 years of experience in administrative roles, Kristina brings a valuable skill set to our team. Her recent experience showcases her ability to support senior leadership and manage complex projects. We are excited to have her on board and look forward to her contributions to our firm and our client experience. Welcome! #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst

Today, we proudly recognize three of our incredible and longest-tenured team members who continue to make a lasting impact. Thank you for your passion, hard work, leadership, and unwavering commitment. Your dedication has truly shaped our success and we're grateful for all you do. You are Team Hewins! #TeamHewins #WorkAnniversary

With the proper strategy in place, financial wellbeing is well within your reach. But how exactly do you craft that strategy? Read on for our team’s advice. https://hubs.ly/Q02N2Pf40

We are honored to be recognized as one of America’s Top RIAs by Financial Advisor Magazine.🏆 This recognition highlights our dedication to providing an exceptional experience for our clients. We're so proud of our team! For more information, and learn more about the methodology for this award: https://hubs.ly/Q02MC8H-0 Published in July 2024. Neither the Firm nor its representatives paid a fee to participate in the survey. #RIARanking #TopRIAs #ClientsFirst

Please join us in welcoming Amy Wong to #TeamHewins as our new Director of Client Service! Amy brings a wealth of experience from her previous roles in banking, where she provided white-glove service to clients, oversaw a geographically dispersed team, and handled special projects. We are excited to welcome her to the team and look forward to her contributions to our continued success. #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst

Divorce is often cited as one of the most stressful life events anyone can experience, and with the right knowledge and proactive steps, you can pave the way for a brighter financial future. Here’s what you need to know about the financial implications of divorce in #California, including how you can prepare for an upcoming divorce, and how to plan for a successful financial future. ✅ Know the Landscape: As a community property state, assets and debts acquired during the marriage are equally shared. Consulting a family law attorney helps you grasp the nuances and make informed decisions. ✅ Diverse Paths: Discover the various types of divorce, including contested, collaborative, or mediated. The ideal choice depends on your particular circumstances, including your financial status and relationship dynamics. Your family law attorney can guide you toward the most suitable option. ✅ Asset Division: List your income, expenses, properties, debts, and more. Understand how property division works—whether it's community or separate. Seek clarity on retirement plans, investments, and insurance policies. ✅ Spousal Support: Determine potential spousal support using software tools. For shorter marriages, payments may last half the marriage's duration. For longer ones, case-specific evaluations apply. Consider alternatives based on individual needs, including education and re-entry into the workforce. ✅ Child Support: Child support calculations are vital for ensuring your child's future. Use DissoMaster software to assess payments, usually until your child's 18th birthday or high school graduation. Discuss educational support openly and put agreements in writing. ✅ Preparation is Key: Ready yourself for the journey. Secure passwords, assess your credit report, and outline post-divorce expenses. Consider hiring a bookkeeper or software to track expenses effectively. ✅ Partner with Professionals: Collaborate with a CERTIFIED FINANCIAL PLANNER™ professional experienced in #divorce matters. Share financial and personal information. If you've completed disclosures, use this data. If not, gather the necessary info. Model various settlement scenarios to make informed choices. ✅ Build Your Strategy: Emotions may run high, but your financial advisor can guide you to rational decisions. Model various housing, income, and expense scenarios to answer crucial questions. Plan for #retirement, your children's education, estate matters, and tax implications. ✅ Design Your Future: Collaborate with professionals, fine-tune your financial strategy, and align your lifestyle with your resources. This phase marks the start of a resilient, empowered chapter. At times, it might feel like an uphill journey, but remember, you're not alone. Every step you take today paves the way for a prosperous tomorrow. Your resilience and thoughtful planning will guide you toward a financially secure future. #FinancialWellbeing #HolisticFinancialPla...