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: Matt Hall

The Power of Staying Put

It’s no secret we love Morgan Housel. We reference him time and time again because everything he says is spot on. If you don’t know, he has a new podcast and we’re enjoying hearing Morgan every bit as much as we love reading him. In the episode “The Power of Staying Put,” Morgan says, “There are so many times in life where what you do is less important than how long you’ve been doing it for.” It sounds a lot like taking the long view.

Listen here.

Legend in Investing – Charles Ellis

Do you want to see and hear an investment legend interviewed by two of the nicest and smartest advisors I know? Tune into this episode of the Rational Reminder podcast with guest Charles Ellis, famous author, investing authority, and a top-notch communicator.

Cameron Passmore cohosts the Rational Reminder and is someone I consider a friend. He and his talented partner, Ben Felix, run one of the best podcasts related to investing. If you like this episode I suggest subscribing to their channel.

Here’s the rundown of what’s covered:

0:00 Intro

4:18 Charley defines a “Loser’s Game”

8:21 Why money management is a loser’s game

11:38 How the market has changed since writing about the loser’s game

19:09 Whether or not the sentiment toward active management is negative

22:03 Types of investor who should not invest in low-cost index funds

30:27 What investors and their advisors should be focused on

37:25 The importance of a well-defined investment policy statement

39:01 What investors can do to protect themselves from themselves

40:43 The most under-appreciated action investors can take to be more successful

50:16 Charley’s opinion on Vanguard’s entry into private equity

55:27 Where Charley sees the biggest future opportunities in the field of investment

1:00:15 What has made Vanguard successful as a company

1:08:14 What Charley has learned about personal motivation and productivity

1:12:04 Charley defines success in his life

1:14:12 Outtake

If you’d rather listen to the episode instead of watching on YouTube here is a link via Apple Podcasts.

The Greatest Double

 

This month we have one item we are sharing. It’s that important and that good. How do I know? At Hill Investment Group, we’ve been doing a series of morning Zoom calls for a few years now, and this piece from our own Charles Kafoglis is viewed as one of the best we’ve ever had. Charles won’t tell you this because he’s too humble, but his five-minute video is something everyone should see. 

Why? It frames the magic of compounding in an easier way to digest and incorporate into your own life. Whether you are building towards financial independence or already there, I encourage you to watch our natural teacher, Charles Kafoglis, and his talk on “The Greatest Double.”

Summary of Topics:

  • Example of doubling from one of Charles’s favorite teachers
  • What it looks like to double every ten years
  • Phases of life – learn, earn, adjourn
  • The impact of the last double
  • Do you have 3, 4, or more doubles?
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. 
Graphs or charts shown are illustrations used to demonstrate concepts and not investment performance. These charts, graphs, formulas are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Any examples are hypothetical and used to demonstrate the concept of compounding. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.
Investments involve risk and, past performance is not indicative of future performance.  Consult with a qualified financial adviser before implementing any investment strategy.
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