Team Talk

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.

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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.

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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 w...

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.

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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 est...

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 co...

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...

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 ...

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 ...

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...

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...

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.

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 pro...

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 dire...

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. 

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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. Lear...

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 robf@teamhewins.com.

Team Hewins is an independ...

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 podca...

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.

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