Sometimes, clients ask to ease into the market when they’re faced with the opportunity to invest a sum of cash. Although it feels more comfortable to wade given the uncertainty inherent with markets, the evidence shows that, approximately two thirds of the time, you are better off taking the plunge. This is true, both domestically and internationally, over the periods analyzed in a piece by Dimensional Fund Advisors. Plunging has some very positive implications for both average and sophisticated investors. In light of uncertainty, basing decisions on evidence actually reinforces your strategy each time you add money to your portfolio, whether it’s a lot or a little. Don’t let the failure to apply good strategy be your downfall. Click here to revisit this 2004 piece, To Wade or Plunge.

We often encourage our clients to share more than just facts and figures about their own estates with heirs. More importantly, you might consider preparing something like an Ethical Will. Check out this piece from The New York Times to explore in more detail.

We are officially opening the search for a new Administrative Assistant. We need your help keeping an eye out for someone exceptional who might be a good fit for our team. Interested in learning more? Watch this video for some thoughts on our culture at Hill Investment Group and then contact me for a job description. We hope to identify the ideal candidate within the first quarter of 2015.

Want to know what others in our industry say about how much impact the ideal assistant can make? Click here to read this story from ThinkAdvisor…