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…

We heard from a client during a recent conversation that they were concerned about protecting themselves from cyber fraud. Though we are often thinking about that here, we wanted to share the following action plan from Fidelity for you to take into consideration. Click the image below to view in detail.

I attended the CFA Society of Houston’s Rice Wealth Management Symposium entitled “Putting Investors First” this month, where I heard Sharon Carson of J.P. Morgan discuss her Guide to Retirement. Investors often struggle with understanding which aspects of their retirement and investment planning they can actually control. Sharon shared this graphic, which clearly depicts the four areas of planning where you have some measure of control—and the two where you have none.