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: People
Congratulations to John Reagan!
John Reagan got word this week that he officially passed the CFP® exam, which consumed every moment of his free time for the last 12 months. Congratulations to you, John! We are proud of you and thankful for your commitment to bettering yourself for the sake of the Hill Investment Group family.
Curious what John experienced on the 2-day exam? Click here for sample questions from prior tests.
Is Your Holiday Diversified?
Hill Investment Group clients have come to know, like and expect simple images that creatively tell a story. The 2013 Holiday card is no exception.
Working with our long-time friend and designer, Cheree Berry of Cheree Berry Paper, we wanted to deliver a combination of iconic holiday images (along with our familiar coffee cup!) that would also provide a subtle nod to “the benefits of having a Diversified Portfolio.” The card is a seasonal play on a beloved Hill Investment Group T-shirt created by Life is Good. Their mission is to “spread optimism” —another thing that we at Hill Investment Group believe in strongly.
Hill Investment Group in Washington, DC
In mid-November, a few members of our team attended the largest conference of independent investment advisors and wealth managers in the country—Charles Schwab’s 2013 IMPACT conference in Washington, DC. Attending conferences like Impact is just one of the ways we stay sharp. As you know, DC is a beautiful city and an idyllic backdrop for speakers like Michael Lewis, Daniel Pink, Steve Kroft, and others who inspired us along the way. We also returned with our own renewed perspectives on our country, our peers, and our practice.