Since our fee structure is straightforward, we strive to make our value greatly exceed any fees you pay. If you've never had someone assist you with investing in the past, we want to make the switch easy.
From Here You Can See Everything.Money Management | Vantage Point


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  • Switching to Cash May Feel Safe Now But Risks Remain
    By fleeing for the comfort of safe and insured, investors with a time horizon beyond a few years may be doing real damage to their long-term finances. If you're tempted to make a big move to cash right now, you're doing something called market timing. This recent NY Times article discusses the risks of moving into cash.

  • We've Moved!
    As most of you know, the California branch of Hewins Financial Advisors/Wipfli Hewins Investment Advisors has moved from Foster City to our new and improved office in San Mateo. We are so happy to be all settled in, and for those of you who haven't dropped by yet, above is a link to some pictures of our new home. Let us know if there is anything we can do for you!