Friday, March 24, 2017

Webinar Recap: Is Your Policy Up to PAR?

Webinar Recap: Is Your Policy Up to PAR?

Ready to put your life insurance policy to the test? Get a full recap of our latest OneBite Webinar, plus resources you can use to improve your coverage for the long term.

Webinar Recap: Is Your Policy Up To PAR?

Wednesday, March 22, 2017

Patrice Cresci named one of America’s Top Women Wealth Advisors

named one of America’s Top Women Wealth Advisors by Forbes

We are very proud and excited to announce that Patrice Cresci, principal and regional director for our Bay Area-based advisory team, has been named one of America’s Top Women Wealth Advisors by Forbes magazine! Patrice placed #56 on the list, which recognizes 200 female financial advisors who are on the leading edge of client service, new business development and other elements of their respective practices.

Get the full story here.

Thursday, March 16, 2017

Is the Market Too High?

Is the Market Too High? Hewins Financial Advisors Rafia Hasan

You've probably come across a headline or two covering the Dow Jones' magical 20,000 milestone. But amid the celebratory remarks, many investors are wondering: are we on the brink of a major market pullback? Director of Investments Rafia Hasan sheds light on the speculation. 

Is the Market Too High?

Friday, March 10, 2017

Follow the Invest in Yourself Campaign on Pinterest

Invest In Yourself Pinterest

The breadwinner. The glass-ceiling smasher. The loving wife, mother and caregiver. Invest in Yourself powered by Hewins Financial is a campaign that enables every woman to lead her best financial life — and now that mission has made its way to Pinterest! Explore more at pinterest.com/iiyhewins.

Wednesday, February 22, 2017

Educational Webinar: Is Your Policy Up To PAR

OneBite Webinar: Is Your Policy Up To PAR

The problem with the “set-it-and-forget-it” philosophy? You could be missing opportunities to boost your bottom line and better protect the people you care about most. Discover more reasons to review your life insurance policy in our next OneBite Webinar on March 15th:

Register Here

Monday, February 13, 2017

You Voted. We Gave Back!

Holiday Card Charity Poll

We believe that financial education is the gift that keeps on giving, one that can pay dividends down the line. This belief was the driving force behind our second-annual holiday charity campaign, in which we asked our clients to help us support three organizations devoted to empowering youth to achieve future financial success.

Thanks to all those who participated! You can learn more about the campaign here.

Sunday, February 5, 2017

Wipfli Hewins Speaks at the MBN Symposium

Wipfli Hewins at the MBN Symposium

Helping empower women to financial fitness, one day at a time. Principal and Regional Director Nate Wenner teamed with Financial Advisor Megan Olson to do just that at this year’s Missoula Businesswomen’s Network Symposium, which drew 250 local, female business leaders.

See more highlights from the presentation.

Thursday, January 12, 2017

Speaking at the Missoula Businesswomen’s Network Symposium

Own Your Financial Independence - Hewins Financial

It’s time to change the conversation. This month, Nate Wenner, principal and regional director, and Megan Olson, financial advisor, are teaming up to present at the @Missoula Businesswomen’s Network Symposium, where they’ll share how women can take control of their financial lives and face challenges head on.

Read more about the event here

Friday, January 6, 2017

A New President and the Fiduciary Rule

A New President and the Fiduciary Rule

The U.S. Department of Labor (DOL)’s fiduciary rule is back in the news again — but this time, it’s not the prospect of the rule, but its fate that is in question. Why?

Read our take.

Tuesday, November 22, 2016

Lora Murphy Speaks at 2016 Women Advisers Forum Chicago

Lora Murphy Speaks at 2016 Women Advisers Forum Chicago

More women are working than ever before, filling the C-suite and advancing quickly up the ladder. It seems ironic, then, that the financial services industry has one of the lowest showings of women in the workplace today.

Wipfli Hewins’ own Principal and Senior Financial Advisor Lora Murphy, CFP®, CPA, CDFA™, addressed these issues at the 2016 Women Advisers Forum Chicago, sharing experiences, perspectives and success stories from her twenty-plus years in the advisory industry. Nearly 150 local women advisors and financial professionals attended the presentation. Read more about the 2016 Women Advisers Forum.