Featured entries from our Journal

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

The Importance of Tracking Goals

One of my favorite parts of my job is talking to our clients about their goals. Sometimes their objectives are specifically related to money; at other times, not as much. Either way, understanding where clients want to go (their goals) allows us to help them get there (through careful planning).

In my family’s case, one goal we have set is to see our hometown St. Louis Cardinals play in a different city each summer. This is usually my favorite yearly trip. A few weeks ago, we had an opportunity to go to Chicago to see the Cardinals play the White Sox. We spent time on Michigan Avenue, Navy Pier, and other “tourist” spots. We were also fortunate to see our Cardinals pull out a 3-0 victory.

This year’s trip was especially memorable because we combined it with visiting some of our favorite long-time clients, Larry Baumann and Dana Brehm. While not from Chicago, Larry and Dana made it their goal years ago to have a place in Chicago. After they both retired, they realized that goal and have a beautiful home there.

Numerous studies have shown that making your goals known to others increases your odds of achieving them. We love doing our part in helping clients achieve their goals. And if you aren’t tracking your goals, please let us know. We’d be happy to help.

The Path to Greater Returns

Charles Kafoglis leads our Hillfolio segment and produced a stellar educational resource recently titled The Greatest Double.  Many clients connected with the message of the importance of time to the patient investor. Charles is back with a new gem called “The Path to Greater Returns”, a compelling story that extends our understanding beyond time and seeks to prove that your investment rate of return is just as important.

If you find these videos valuable, please let us know. Feel free to share this email and video with a colleague, friend, or serious saver.

You can contact us directly at Charles@HillInvestmentGroup.com or 314-448-4023 if you want to talk about your plan in more detail.

 

Hill Investment Group is a registered investment adviser. Registration of an Investment Advisor does not imply any level of skill or training.  This information is educational and does not intend to make an offer for the sale of any specific securities, investments, or strategies.  Investments involve risk and, past performance is not indicative of future performance. Return will be reduced by advisory fees and any other expenses incurred in the management of a client’s account. Consult with a qualified financial adviser before implementing any investment strategy.

Meet our Summer Interns

Hill has a long history of successful interns. For example, one of our former summer stars now runs a company valued at over three billion dollars. Fun fact, Hill is a client of the company our former intern created (a web-based people management tool)!

This summer, we have the privilege of working with not one but three impressive interns. They assist the team in various capacities, and we are so happy to have them support us. Please read below to learn about each one and their focus for the summer.

*from left to right*

BEN
I am a rising junior at WashU studying Economics & Strategy, and Finance, with a minor in Biology. I like to run and recently ran a half marathon. I enjoy listening to new music, especially electronic music, and going to concerts.

During the summer, I’m working on analyzing our minimum fee policy, preparing for our risk assessment, and updating compliance records.

JACK
I’m currently studying Business Administration with an emphasis in Finance at Mizzou. I’m excited to put my studies to practice this summer at HIG. Other than Finance, my hobbies include most outdoor activities. However, one of my more meaningful interests is participating in the annual collection drives for Friends of Kids with Cancer, where I am a member of their young professionals’ program.

This summer, I’m focusing on supporting the Client Service team by assisting with meeting prep, reporting, and helping the team research better tools to support our clients.

CHARLIE
I’m a rising senior at the Kelley School of Business at Indiana University. This past year, I had the unique opportunity to participate in an I-CORE Case Competition, which is a semester-long class divided into four sections: Marketing, Operations, Leadership, and Finance. I am very grateful for this experience, as it prepared me for my internship with HIG.

This summer, I’m working on evaluating reporting software, creating post-meeting summary reports, and supporting the Business Development and Marketing team with data cleanup and research.

Featured entries from our Journal

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

Hill Investment Group