Investing for Upgrades: How the Long View Creates Better Experiences
The beauty and benefit of taking the long view is not just about building wealth. It’s about upgrading your experiences.
Transcript:
Hey everyone, Matt Hall here. You’re going to see more of me like this, not just in writing, but on video. We think it’s a warmer way to stay connected. You can see us, you can hear us, and not just read about us.
So last month I shared some reflections on Hill Investment Group’s 20 year journey. And if you missed it, you can catch it somewhere in the post or the link below. And I left something out that I really want to share with you. It’s likely one of the most important observations over the last 20 years of Hill. And then 25 years of doing evidence-based planning and investing.
When I was coming up in this business, as I wrote in Odds On, I was so struck by how powerful the research was and is patient diversified investing.
It works. The data is and was overwhelming. But here’s the thing, people don’t connect to research alone. Those of us in the industry, we love the logic, the data, and the evidence, but most clients aren’t asking for more charts. You want to know, how does this connect to my life? What will this do for me?
And there, that’s where the difference comes in. We spend our time measuring and managing, running the evidence, monitoring the portfolios, staying disciplined and helping you stay disciplined. And what that does for you, for clients is it frees you up to live.
And here is what I’ve noticed. The payoff rarely shows up in mansions or flash. It shows up in upgrades.
The upgraded hotel room where the view changes the trip, the better seat on the plane that makes travel easier. The bike trip where someone else is helping you with just the right amount of support or the family vacation where you, you don’t just go, you upgrade it by bringing kids and grandkids along. Those moments aren’t about showing off wealth. They’re about upgrading experiences, creating memories, and being more present with the people you love.
One client summed it up perfectly when he told me. Now, Matt, the only thing I think about is which pool toys to get out for the grandkids. I think that’s the beauty of taking the long view. It’s not just about building wealth, it’s about upgrading your experiences, turning patience and discipline into more time, more freedom, and more memories with the people who matter most to you.
We thank you for being with us on this journey. Here’s to the next 20 years and all the upgrades that come with them.
