Team Talk

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 estate to include the patience and attention required for first-time buyers.
Also on today’s episode is Thuong Thien, CFP®, who serves clients out of our Redwood City and San Francisco offices. She works with many of her clients on planning for and managing the proceeds they receive from real estate transactions.
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 podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 management experience, including trading and portfolio management for multi-billion-dollar institutional investors.
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.
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 podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. Opinions expressed in this podcast are of the host and guests only and do not reflect the opinion of the firm. For more details, please visit teamhewins.com/terms-of-use.

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 by great institutions to our individual and family clients.
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.
To read our full analysis with charts, visit our blog here.
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 constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use. Market performance data is sourced from Morningstar.

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 Rob at [email protected].
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.
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 podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.

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 at Dimensional Fund Advisors, where he started in 2004 after finishing his Ph.D. in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area assisting in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm’s national advisor retirement business. He is currently Dimensional’s “secretary of explaining stuff.” In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events.
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 podcast does not constitute a solicitation to enter into an investment agreement with Team Hewins. For more details, please visit teamhewins.com/terms-of-use.