Team Talk

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 opportunities in the broader global markets?

About Apollo Lupescu, Ph.D., Vice President, Dimensional Fund Advisors

Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his Ph.D. in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.

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.

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 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.

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.

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 planning committee and has been featured in publications such as Morningstar, AdviceIQ and Expert Beacon.

Today, he is joining Rob Freedman on Team Talk to discuss the SECURE and CARES Act.

Here you may find a blog on the CARES Act that Karl published earlier this year.  

About Karl Schwartz:

As the leader of our firm’s financial planning committee, Karl helps our planning group continually improve the skills, knowledge, and processes we employ in helping our clients map out their financial futures, even as he does this work every day for his own clients. His exceptional technical knowledge and leadership skills combined with his dedication to serving his clients ensured his rapid advance to Senior Financial Advisor and then Principal.

After starting his career as a CPA with a large regional tax firm, in 2008 Karl followed his true calling and joined us to become a financial planner. His tax background, combined with his deep experience in planning issues, makes him uniquely qualified to lead this practice area and keep us at the forefront of best practices for larger, more complex clients.

Karl writes articles on various financial topics for the firm, and some of these have been featured in publications such as Morningstar, AdviceIQ, and Expert Beacon.

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.

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, 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. 

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.

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 moves.

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.

Roger is also a frequent contributor to our blog. You can read his posts here.

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.

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 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.

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 letter to clients as read by Rob Freedman.

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.

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 questions submitted by clients during the COVID-19 pandemic. Listen in and if you have a follow-up question for us, please email them to [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.

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 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. 

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 daughter of an essential worker during this COVID-19 pandemic.   tr

Patrice's blog that is mentioned in the 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.