Category Archives: Sign of the Times

Donor-Advised Funds (DAFs) & Charitable Giving: What to Consider

By Sheila Handrick, CFP® | Consultant

Recently, a client contacted me and inquired about donor-advised funds (DAFs). She asked whether this type of account made sense for her situation. DAFs have grown in popularity over the past few years, but many people are unfamiliar with how they work.

I decided to use my client’s inquiry as an opportunity to expand my own understanding of these tools, and how they can help investors enhance their charitable giving.

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NASDAQ 5,000: Let’s Try This One Again

By Roger Hewins | President

We are not quite there yet, but we are getting close. The NASDAQ index, often considered a proxy for technology stocks, closed above 4,950 last week, the highest it has been since the tech bust began in March 2000. Seems like yesterday, but my goodness, that was almost 15 years ago.

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John Bussel Serves as a Featured Panelist at the 2015 JFNA Investment Institute

Click here for more information on charitable giving and philanthropy.

In what is expected to be the greatest wealth transfer in U.S. history, researchers estimate that $59 trillion will be passed down between generations over the next half-century, with $6.3 trillion gifted to charity.1 And, according to recent trends, small, family-based foundations will drive a large portion of that philanthropic giving.2

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Is Socially Responsible Investing (SRI) Right for You?

By Thuong Thien, CFP® | Consultant

The prominence of socially responsible investing (SRI), which incorporates environmental and social issues into investment analysis and decision-making, has expanded significantly over the past two years. Between 2012 and 2014, SRI assets under management (AUM) in the U.S. expanded from $3.74 trillion to $6.57 trillion, respectively, an increase of 76 percent.1

Over time, advances in research and technology have enhanced our ability to collect data on companies, broadening the scope of many SRI strategies. It is increasingly easy to reflect your values in your investments without sacrificing the underlying investment approach. These are very exciting times indeed. But before you determine whether SRI is right for you, let’s revisit a few fundamental investing principles, which are important whether you engage in SRI or not.

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Year-End Review: 2014

By Roger Hewins | President

Last Friday was January 9, 2015. Brent Crude — the price of North Sea oil and the most widely used benchmark1 for pricing oil around the world — closed below $50.2 Last June, it was worth $112. I think this qualifies as a collapse in oil prices.

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Five Important Tax Changes in 2015

By Amanda Liberatore | Marketing Copyeditor

It’s a new year, which means it’s time to reflect on past priorities and establish a plan for the months ahead — particularly from a financial perspective. To ensure you stay on track to meet your goals in 2015, there are five important law changes you need to keep in mind:

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Hewins Financial at NFAW14

Karl Schwartz Recaps National Financial Advisor Week (NFAW) 2014

An aging population and an uncertain investment environment mean that investors, more than ever, need professional, objective financial advice. According to a 2013 Society of Actuaries Survey, almost half of pre-retirees and more than half of retirees fail to consult a financial advisor.1

To help recognize the work that financial advisors do and provide valuable resources to investors of every experience level, our firm participated in the inaugural National Financial Advisor Week (NFAW) in Times Square, New York City. Our Consultant Karl Schwartz served as a speaker for the “What Can a Financial Advisor Do for Me?” panel, which took place on Wednesday, September 17.

Scroll down to read a personal account from Karl discussing his participation in the event and reflections on his experience.

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Are CPAs Key to Financial Planning’s Future?

By Ilana Polyak | Financial Planning Magazine

The following is a reprint from Financial Planning Magazine’s October 2014 issue.

At Tolleson Wealth Management in Dallas, CEO Richard Joyner is always on the hunt for new talent to add to his stable of wealth managers. As with many of his peers, Joyner’s firm was having a hard time recruiting seasoned professionals.

A few years ago, however, the multifamily office, with $4 billion under management, switched course.

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IRS Posts New Limits for 2015 Retirement Plan Contributions

By Ann Marsh | Financial Planning Magazine

The IRS has released its new contribution levels for tax-deferred savings plans in 2015 — and the higher dollar figures may mean more to clients right now than in other years.

That’s the message from CFP/CPA Karl Schwartz, a Miami-based advisor with Hewins Financial Advisors, who chalks the greater impact up to slow wage growth.

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The Test

By Roger Hewins | President

October 1st was our 15th birthday. Back in 1999, an intrepid little band started a new company with a handful of good clients, a good team of people and a wish and a prayer. We walked right into the 2000-2002 tech bust, a very bad market and a severe challenge for our new business. Some beginner’s luck we had! Geez.

Fifteen years and two bear markets later, we were just enjoying our birthday and appreciating how much our clients have helped us grow over this challenging decade-and-a-half. But we could not help noticing that things in the world were not good, and markets had become jittery by the end of September. We had a bad September and the first negative quarter in a little while. Nothing serious, but…

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