It’s here! Wipfli CPAs and Consultants has announced the launch of its newly redesigned website, which boasts a streamlined, mobile-friendly user experience and navigation, plus easy access to cutting-edge content and insights from industry thought leaders.
Are you a small business owner looking to scale past the start-up phase? A budding entrepreneur who’s ready to act on a business idea? Don’t miss this year’s Small Business Strategies Roundtable, where you’ll get inspiring advice from the driving forces behind three of Minnesota’s fastest-growing companies.
We’re pleased to announce that eMoney Advisor has appointed Lora Murphy, principal and senior financial advisor in Chicago and Milwaukee, to its Advisory Board for 2017. Please join us in congratulating Lora on this major recognition! You can see the full story here.
We’re on a mission to make financial literacy fun — and what better way to test our expertise than with a presentation to more than 350 middle-school students? Learn more about one of our most exciting Money Smart Week events to date:
We're excited to unveil a new, two-part editorial collaboration with our friends at Dimensional Fund Advisors, which explores one of the industry's most buzzed-about topics: technology and the financial markets. Read the full piece on OneBite.
Financial education can give life to goals and dreams you never thought were possible. For the second consecutive year, we’re partnering with Money Smart Week to help everyday investors experience that impact firsthand. Fuel your financial knowledge and reserve a spot in one of our workshops — for no cost.
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.
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.
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.
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.