We’re grateful to have Larry Swedroe as both a longtime friend to Hill Investment Group and a foundational voice in the evidence-based investing community. For decades, Larry has helped investors cut through noise, resist prediction-driven thinking, and stay anchored in the data – an approach that has shaped our work and benefited the clients we serve.

In his latest appearance on the October 22nd Excess Returns podcast (the same show our CIO, Matt Zenz, joined recently), Larry brings that perspective to today’s big conversations around tariffs, immigration, AI, and market structure.

“HTC” WARNING: Be forewarned, this is Highly Technical Content, best consumed by the heavy-duty fact finders in our audience and to all those who want to take a deeper dive into why we believe what we believe.

If you only have a few minutes…

Jump to 33:05, where Larry explains why smaller, more nimble funds can access deeper exposures in areas like small-cap value – an insight that reinforces one of the key advantages of our own approach to managing The Longview Advantage ETF (EBI). 

It’s a thoughtful, wide-ranging conversation, and we’re thankful for Larry’s ongoing partnership and the clarity he brings to evidence-based investing.

As the year comes to a close, this is a reminder that there are just a few days left to make charitable gifts that count for this year’s taxes. Many of you have already completed your giving. If generosity towards family or charity is still part of your year end plans alongside holiday gifts, there is still time to act with intention.

At Hill Investment Group, we view giving as an extension of a long view, values driven plan. Credible giving means supporting what matters to you while being thoughtful about how and when you give. For those who are eligible, charitable gifts from an IRA can be an especially efficient way to give, particularly when required minimum distributions are already part of the picture. Donor advised funds also allow families to give appreciated assets and avoid capital gains tax.

Tax law changes beginning on January 1, 2026, may reduce the value of charitable deductions for some households. For families who are already planning to give, completing gifts this year can be a thoughtful way to align generosity with 2025’s tax laws.

If year end giving is already part of your plan, now is a natural time to bring it across the finish line. Send us a note at service@HillInvestmentGroup.com if you want help accomplishing your goals for this year.

As we enter the holiday season, we’re grateful for the trust you place in us. This year also marks an important milestone for Hill—our team now stretches from California to New York, giving us broader coverage and greater availability than at any point in our 20-year history.

Our office will be closed on:

•   Dec 24 – 26
•   Jan 1- Jan 2

New Year’s Eve (Dec 31): We’ll close early at 1:00 PM.

Even during our closed days, we’re here for anything time-sensitive. You can always reach us at service@hillinvestmentgroup.com or text our main number at (314) 448-4023, and we’ll get right on it. 

Wishing you and your family a peaceful, meaningful season.
The Hill Investment Group Team