Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Author: Hill Investment Group
Client Question of the Month
Client Question:
Why didn’t you tell me how simple you were going to make my tax life?
HIG Reply:
We like good surprises! Because each client’s tax situation is unique, the time and dollars saved are challenging to quantify in advance. No matter your situation, we are confident your tax experience will likely improve, whether your tax bill this year goes up or down.
You may be asking yourself, “how can I save more on taxes?”. Whether you are wondering about this year or next, if you’re a client, you already know you have a team working on it. We provide a spectrum of services to minimize your tax bill, in addition to guidance throughout the year and regular evaluation of potential tax law changes. In other words, you don’t have to worry that you’re leaving money on the table – we’re already working with you and your tax team to avoid that. If you want to learn more about how we see tax management schedule a complimentary call with us – we’d love to chat!
Podcast Episode – Boring is Not Bad
A year out from the fear and uncertainty that caused the rapid pandemic-driven market crash of 2020, the financial media is back at it again with what they do best: spinning stories about the latest must-have investments. In this episode, Matt Hall explains why the boring route is the satisfying road to successful investing. Listen on Apple or click below.
Performance data discussed represents hypothetical past performance. This data is intended for educational purposes only and does not show the historical or expected results of any specific investor or Hill client. Data discussed is in US dollars. Indices are not available for direct investment and performance does not reflect expenses of an actual portfolio. Past performance is not a guarantee of future results. Current performance may be higher or lower than the performance discussed. The Investment return and principal value of an investment will fluctuate so that an Investor’s shares, when redeemed, may be worth more or less than their original cost.
Investing at the Top – A Forbes Piece We Love
John Jennings, podcast guest, Chief Strategist, and President at The St. Louis Trust Company, recently wrote about why it’s okay to invest at the top of the market in his latest Forbes piece. He shares the story of two clients, one that took his advice and one that didn’t. Which client are you…Smith or Jones? Read the outcome here.
