Clients and those that know us well expect clarity and transparency in all that we do, especially when it comes to fees. In fact, HIG goes overboard to fully communicate all fees and expenses because every last basis point matters.

In contrast, most of Wall Street uses every means possible…including regulations…to disclose as little as possible, especially when it comes to fees.

Jason Zweig of the Wall Street Journal makes a crystal clear statement in a recent article:

“The first question on most investors’ minds is usually: How much can I make on this? Instead, their first question should always be: How much will this cost me?”

We wholeheartedly concur.
Be on the lookout for and learn about the latest pending legislation that would hide fees from investors here.

If you’re interested in more clarity and transparency in your life, set up a time to talk here.

Most fixed income does its job quietly. It dampens volatility. It provides liquidity. It helps portfolios stay balanced when markets feel uncertain. But it often comes with a tradeoff that matters more than most investors realize.

Traditional fixed income forces taxable income along the way, even when you would prefer control over when taxes show up, and what type of taxes they are. That loss of control can limit planning flexibility and reduce after-tax compounding over time.

Hill Investment Group and Longview Research Partners have been studying this problem with a simple question in mind.

The answer is a resounding “Yes!” In March, we will launch LVIG, a new fixed income ETF addressing that exact question. LVIG is designed to improve after-tax outcomes by managing not just what investors own, but how returns are delivered. The goal is not to change the role fixed income plays in a portfolio. The goal is to make fixed income work more effectively after taxes by giving advisors and clients more control over the timing and character of returns.

If you were part of last year’s 351 exchange launch of the Longview Advantage Fund (EBI), the philosophy will feel familiar. That effort helped solve a common issue in portfolios, how to diversify concentrated positions without triggering a large tax bill. 

LVIG applies the same mindset to a different part of the portfolio, fixed income implementation.

We are hosting a live webinar ahead of LVIG’s launch to explain what’s changing, why we believe it’s an improvement, and how it may fit into client portfolios.

If you’re a Hill Investment Group client or individual interested in taking your fixed income to another level, register here.

If you’re an advisor, please register for one of two upcoming webinars on February 12th (register here) and February 19th (register here) that will dig into how you can deliver a more effective fixed income solution for your clients. 

We hope you can join us.

If you want a resolution that will actually help your investing life in 2026, start here: clean up your media diet.

Not because we’re suggesting you avoid reality or pretend the world is calm. We mean something more practical: be ruthless about who gets access to your attention and what they’re trying to do with it.

Most financial media isn’t designed to help you invest well. It’s designed to keep you watching. So…

Everything is urgent.
Everything is breaking.
Everything is either a bubble or a collapse.
And the “right move” is always: stay tuned.

Your long view plan runs on a different fuel. It’s built on evidence, diversification, and the actual life you’re trying to fund. It’s built on what lasts, not what trends.

The best long view investors are not the ones consuming the most content. They are the ones protecting their attention, staying consistent, and making changes only when the facts change.

A simple filter for 2026:

Before you read or watch anything money-related, ask:
“How is the author trying to make me feel?”
If the answer is “anxious,” close the tab. Move on.

Attention is a financial asset. Treat it like one.