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: John Reagan

A Quote We Love

Our favorite WSJ Columnist, Jason Zweig, recently told a story, warning of trying to get rich quickly. We had to share our favorite quote from the piece:

‘I can’t tell you how to get rich quickly,’ the Hungarian stockbroker and trader André Kostolany liked to say. ‘I can only tell you how to get poor quickly: by trying to get rich quickly.’

Read the full piece here.

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!

Read more on the topic here.

Image of the Month – Get 2.5 years back!

We love images that capture the benefits of “taking the long view.” Here is Rick Hill, our Co-Founder, on a family hike in Palm Desert. Rick knows that by removing the stress of investing out of our client’s lives, they can spend more time doing the things they love. Rick and Lynn Hill, who of course are clients themselves, estimate that they’ve saved six weeks per year by adopting an evidence-based approach. That’s 2.5 + years going back to 1998! Now start to compound the value of that time saved and the results become even more satisfying.

*Rick’s time-saving story was captured in Larry Swedroe’s books, most recently in Playing the Winner’s Game.

Like this? Follow us on Instagram and check out our team living the benefits of “taking the long view,” then send us your own example!

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