Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

Author: Buddy Reisinger

A Moment of Reflection: Something to Celebrate

This time of year, people are buzzing about New Year’s resolutions, guessing what the tax changes will be, and all sorts of anxiety-provoking topics.

But you, you’re different. Give yourself a huge pat on the back. You can congratulate yourself on checking the box on most, if not all, of your financial resolutions –  for this year and next! Why?

You’re a Hill Investment Group client. With that single decision, you get to delegate your worry to us, benefitting from:

  • A long-term, low-cost, tax-efficient, and globally diversified investment portfolio
  • A financial plan grounded in your personal goals, your family, the causes, and organizations that you genuinely care about
  • A disciplined, evidence-based investment strategy
  • Tax-aware investment moves made throughout the year
  • Planning strategies that maximize the value of vehicles and benefits available to you
  • Proactive strategies that guide you towards the legacy you hope to leave
  • And the list goes on!

So. Now what? By checking off all of the above, take a few minutes and think about those long-term goals, your family, your health.  What will you resolve to start doing or stop doing with this freedom? What can you do that will enhance your health span, your relationships, the odds that you’ll check off some bucket list items. Do that.

And while you do that, the Hill Investment Group team will continue to do our part to eliminate worry and deliver peace of mind. Our mission is to walk you towards a higher level of financial freedom. We thank you for making us part of your family. It’s great company to be in!

If you’re not a client and want to check off a few items on your New Year’s resolution list, call us or set up a time to get together…face to face or virtually. Cheers!

Matt Hall Accepts the Luminary Award in New York City

Matt Hall traveled to New York this month to accept his national award – ThinkAdvisor Luminary Award for Thought Leadership. Matt was chosen from over 1,000 nominees. The recognition will be no surprise to our clients and those who know him well.

Matt has consistently taken creative and bold steps to push the industry forward (see Matt’s 2016 book Odds On and Take the Long View with Matt Hall podcast as examples). The ThinkAdvisor Luminary Awards shine a spotlight on individuals and firms who use their influence to better the entire advisory community. Matt won for Thought Leadership because he is uniquely committed to the disruptive message that patience and discipline are essential to long-term investment success (beyond data and evidence).

Why does this matter? Recognition for one of our leaders helps us spread the message, which helps us achieve our mission more widely. At the core, our work is about helping others navigate uncertainty to create freedom. Congratulations to Matt for his hard work and the spotlight of the industry!

Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

Hill Investment Group