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

Category: Education

Upcoming Changes With Schwab Institutional Statements

schwabinstlogoMost clients currently receive quarterly statements from Schwab Institutional, for you, there are no changes.  A small number have chosen to receive monthly statements.  What does this mean for you?  Unless you make a qualifying transaction you will no longer receive a monthly statement.  You will continue to receive quarterly statements.  If you prefer to continue receiving your monthly statements regardless of activity in your accounts, please let us know by July 12th and we will be sure your delivery is not interrupted.

For a list of frequently asked questions, please click here.

 

Happenings in the Evidence Based Investing World

Hill Investment Group likes to stay on top of the evidence-based investing world.  Below you will find three links to relevant and entertaining commentaries that have been shared with us.

Trio

Jared    |   Jason    |   John

  • Jared Kizer thoughtfully explains the Brexit and its effects, or lack thereof in this article on MultiFactorWorld.
  • Jason Zweig addresses the benefits of value and tilting in his Wall Street Journal article “Everything Is More Expensive Than It Looks”
  • John Oliver humorously describes the sad but true state of many actively managed retirement plans in his show Last Week Tonight on HBO.  Please know in advance, there is a bit of lewd language and subject matter in this clip.

Odds On Highlights

Odds On Book ServedOdds On is popping up in all kinds of places since it’s April 12th launch. Here are just a few highlights:

1. 800ceoread Business Bestseller

This influential business book site put out their bestseller list for the month of April and Odds On makes it to #11.

2. #1 Bestseller on Tadas Viskanta’s Abnormal Returns Book list for April and featured on the influential blog: Click Here

Tadas is esteemed among the highly technical investing crowd and his blog includes in its readership some the most respected thinkers and leaders of our industry.

3. YNAB (“You Need a Budget”) Podcast #221: Click Here

Jesse Mecham’s budgeting software ‘YNAB’ is well known among budgeting gurus and has an extremely devoted following.

4. Beyond 50 Radio Show: Click Here

Daniel Davis has hosted the Beyond 50 radio show for over 10 years and boasts syndication on over 150 podcast networks.

5. Robin Powell blog interview: Click Here

Robin is a communications expert and is leading the evidence-based investing movement in the United Kingdom. His regularly published videos are helping get the story out around the globe.

And if you haven’t posted your review of Odds On on Amazon.com, or if you haven’t yet read the bookvisit Amazon here.

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