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

Category: HIG News

Coming Soon: The Longview Advantage ETF

If we see a better way to do things, and no one else has offered it yet, we’re determined to create it ourselves. Thus, we’re excited to share some groundbreaking news. In early 2025, we’ll launch the Longview Advantage ETF—a unique, US total market investment solution designed to give you even more value from your portfolio. The ETF will provide more efficient access to the US stock market compared to your already excellent current portfolio and save our clients ≈$500,000 in fees annually*.
What are the benefits for you?

  • Lower costs
  • Greater tax efficiency
  • More efficient exposure to Evidence-Based Investment Principles
  • The opportunity to invest in this solution with no tax impact to transition*.

Our Chief Investment Officer, Matt Zenz, has recorded a 3-minute video introducing the ETF and highlighting some key benefits. We also invite you to attend a webinar we are hosting on Wednesday, December 4th, from Noon-1pm CT where you’ll have the opportunity to learn more and ask questions live. For your privacy and security, only Hill Investment Group team members will know the identity of those attending, and there will be no video of any attendees.

>PLEASE REGISTER HERE<

We’re thrilled to offer this opportunity to you and hope you’ll be as excited as we are. If you have any questions or want to learn more, contact us here.

 

*Must meet certain tax criteria that will be verified by tax/legal team
Hill Investment Group Partners, LLC is a registered investment adviser.  This information is educational and does not intend to make an offer for the sale of any specific securities, investments, or strategies.  Investments involve risk and, past performance is not indicative of future performance.  Consult with a qualified financial adviser before implementing any investment strategy.

Welcome, Grace!

We’re thrilled to welcome Grace Kreifels to our team as a Lead Advisor! With a strong foundation in evidence-based investing, Grace brings invaluable experience from her eight years at Dimensional and prior tenure at Vanguard. As a Certified Financial Planner (CFP®), her expertise and dedication to her craft will be a tremendous asset to our national client base. We look forward to seeing her make a lasting impact on our clients’ lives.

Beyond her professional strengths, Grace and her husband, Zach, recently welcomed their first child, a son named Riley—and parenthood has already been an incredible adventure for them. True to the spirit of many of our clients, Grace has a passion for the outdoors and enjoys hiking, backpacking, surfing, biking, skiing, and camping (they even took Riley on his first camping trip at just three months old!). As the daughter of a Delta pilot, Grace’s love for travel started young and has taken her to more than 30 countries, immersing her in diverse cultures and experiences.

Please join us in giving a warm welcome to Grace!

Odds On: The Summary

As we rapidly approach the 8th Birthday of Odds On: The Making of an Evidence-Based Investor, the book (in all its formats) remains as relevant now as it did when it first launched in 2016. This is a testament to the timelessness of the Taking the Long View investment strategy.

Thousands of people have been exposed to a “new” way of investing, while many others have reaffirmed their beliefs in evidence-based investing. It is the best investment strategy when you take the long view and don’t try to gamble your life savings by timing the market, hitching yourself to a “guru,” or thinking that the “Magnificent 7” is an entertaining cocktail party topic but not the way to build and maintain wealth.

Many clients and friends of the firm, as well as our team members, have gifted Odds On in both its traditional hardback format as well as the audio version that Matt Hall reads to his listeners; however, some folks continue to ask for an “Executive Summary” or a shortcut to taking the long view. Here, we answer that wish with a two-page summary with key takeaways that we hope propels readers to read or listen to the entire “real thing.”

Virtually everyone who gifts Odds On is simply trying to help a friend or family member invest to maximize the odds of success. It’s great to pass on to younger family members, friends, and others who are curious about the path you’ve chosen as an investor and provides a fast and simple way for you to help those close to you.

Obviously, we’re ready to send each of these folks the book or audiobook, too, but this can satisfy an immediate need. For those who are ready, let’s schedule a time to talk by clicking this link.

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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