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: People

Summer Reading Preview – A New Book from Carl Richards

CarlRichardsBookWe’re excited to announce that we’ve just pre-ordered copies of Carl Richards’ newest book, The One-Page Financial Plan. It’s an incredibly practical guide to making decisions about money—we think you’ll enjoy it. We will give all of our clients a copy as our summer reading recommendation for 2015 as soon as they’re available. Check your mailbox before you check out for your travel this summer.

Proxy Voting at Dimensional

A note to our clients: Dimensional Fund Advisors (DFA) has a proxy vote underway for shareholders of certain funds that requires participation. We encourage you to submit your votes by signing and returning the paper materials mailed to your home, and if you’re unable to do so, a third-party proxy facilitator will reach out to you over the phone beginning in April.

The board members for DFA’s funds (most of whom are not affiliated with DFA) are responsible for protecting your interests as a shareholder and believe that these proposals are in the best interests of shareholders. They recommend that you vote in favor of the proposals.

Visit DFA’s 2015 proxy vote page on their website or view this letter from DFA’s Chairman, David Booth, for more information.

Welcome Katie Trout to Hill Investment Group

Katie Trout

Last February we announced a new team member, and we’re back again in 2015 to do the same! We’re thrilled to have Katie Trout joining the Hill Investment Group team. We never claim to possess stock picking expertise, but we have been very lucky with picking great people.

Katie is an Executive Assistant at Hill Investment Group, and will support the firm by focusing on client services and all-around firm operations. You’ll hear her on the phone or meet her at the front desk the next time you visit, and in the months ahead you’ll have the opportunity to learn more about Katie through the team section of our site. We hold each new addition to our team to a higher standard than those before—always looking to better our firm, our service, and ourselves. We’re confident that you will reach the same conclusion that we have: Katie Trout raises the bar.

Katie formerly worked for Rick and Matt’s prior firm, Buckingham Asset Management. Prior to Buckingham, Katie was at Missouri Professionals Mutual in St. Louis. In her free time, she is involved with several local nonprofits, including Gateway to Hope, Kids Rock Cancer, and Crisis Nursery. Katie holds an MFA from the Sam Fox School of Design & Visual Arts at Washington University, and a bachelor’s degree from the School of the Art Institute of Chicago.

We thank you for your continued support. Please join us in welcoming Katie Trout to the Hill Investment Group team!

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