Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Category: Education
Client Communication Available to All
Firm policy is we don’t share quarterly letters beyond our client base. We consider these communications special and more personal, reserving them only for Hill Investment Group client relationships. We decided that a modified version of the most recent letter could be shared because the lessons are especially relevant to investors at large.
“You know we don’t make forecasts, but we also acknowledge that no one likes total ambiguity regarding what’s to come. This quarter’s letter is a short statement about what respected thought leaders are saying we should expect in the form of future returns, and what you can do about it.”
Reasons to Cheer
Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right. Dimensional’s Jim Parker gives us 10 reasons to be cheerful in this article.
Upcoming Changes With Schwab Institutional Statements
Most 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.
