Team Talk

“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 have stood up in this tumultuous year. 

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 athletes through triathlons and articulates the lessons she’s learned as a guide and how they parallel navigating life’s challenges.

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 learn.

The Dimensional Fund Advisor charts and videos referenced in this episode may be found here.

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 common scams being seen and some ways people can protect themselves.

Listeners can visit Schwab.com/SchwabSafe for information on the Schwab Security Guarantee and how we can all work together to protect your accounts. If you have any questions for our guests or feedback on this episode, please email me at [email protected] and we will do our best to answer your cybersecurity questions.   

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 economic ups and downs with confidence.

Don't have a financial plan? Visit us to get started today.

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use. 

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 peninsula. Sandy has broad experience in working with buyers and sellers in the towns and cities along our peninsula while representing buyers and sellers at all levels of real estate to include the patience and attention required for first-time buyers.

Also on today’s episode is Thuong Thien, CFP®, who serves clients out of our Redwood City and San Francisco offices. She works with many of her clients on planning for and managing the proceeds they receive from real estate transactions. 

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 our firm’s largest and most complex clients while leading the Management Team and setting the strategic direction for the company.

Roger has over 30 years of financial and investment management experience, including trading and portfolio management for multi-billion-dollar institutional investors.

Team Hewins is an independent RIA headquartered in Redwood City, CA with offices in San Francisco, Miami, and Boca Raton, FL. Learn more about our people and services at www.teamhewins.com.

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. Opinions expressed in this podcast are of the host and guests only and do not reflect the opinion of the firm. For more details, please visit teamhewins.com/terms-of-use.

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 extensive investment experience while providing our clients with a very high level of care and dedication. It is his goal to bring the financial professionalism and expertise used by great institutions to our individual and family clients.

Team Hewins is an independent RIA headquartered in Redwood City, CA with offices in San Francisco, Miami, and Boca Raton, FL. Learn more about our people and services at www.teamhewins.com.

To read our full analysis with charts, visit our blog here.

The content here is for informational purposes only. It should not be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use. Market performance data is sourced from Morningstar. 

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, and John Bussel here on our podcast!

Missed Part 1? Check out Episode 5 here. If you have a question you would like our team to answer for you, email it to Rob at [email protected].

Team Hewins is an independent RIA headquartered in Redwood City, CA with offices in San Francisco, Miami, and Boca Raton, FL. Learn more about our people and services at www.teamhewins.com.

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 investment or security. This podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.