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: Podcast
When Finance Gurus and Research Disagree
Personal finance advice reaches most people through magazines, TV, bestsellers, podcasts, and radio, not through academic researchers.
In this episode of The Behavioral Divide, Professor Hal Hershfield talks with Yale finance professor James Choi about what he found after analyzing the 50 most popular personal finance books. They discuss where the books get it right, where they diverge from the evidence, and which academic findings could meaningfully strengthen real-world advice.
This podcast is a clear reminder to stay grounded in what the data supports, especially when the loudest guidance is often the easiest to oversimplify. Looking for additional research? Reach out to us to talk more about this.
Back to Basics: What Drives Long-Term Investing Success
If you’re traveling this Thanksgiving and want something both smart and calming to listen to, we have a great pick. Investing 101 – It’s a short, clear episode from the Rational Reminder podcast, which highlights the same evidence-based investing principles we believe in.
In the episode, hosts Ben Felix, Dan Bortolotti, and Ben Wilson revisit the research-backed ideas that support a disciplined investing experience: owning markets instead of trying to time them, staying globally diversified, keeping costs low, and maintaining focus amid market noise.
We’re sharing it because even the most experienced long-view investors benefit from revisiting these fundamentals, especially during a season that’s often busy and hectic, yet ultimately about gratitude and perspective.
Pop in your headphones, take a walk, or queue it up on your flight home, and share it with a friend. It’s 40 minutes well spent.
As this season of gathering kicks off, if someone you care about could benefit from our approach, give us a call or email us here.
Escaping the Drag: How Nimble Strategies Create an Edge for Investors
Matt Zenz appeared on the October 4 podcast episode of Excess Returns to discuss the case for evidence-based investing and the challenges that can accompany scale among the industry’s largest investment firms. He shared how research-driven firms, such as Longview Research Partners apply more nimble strategies to maintain efficiency and align with evidence-based principles.
“HTC” WARNING: Be forewarned, this is Highly Technical Content, best consumed by the heavy-duty fact finders in our audience.
Be sure to listen at the 44:30 mark, where Matt explores the benefits of agility in investing and how smaller, research-focused funds can often make decisions and implement changes more efficiently than larger counterparts.
Hill Investment Group and Longview Research Partners did not compensate the podcast or its hosts for this appearance.
Hill Investment Group (“HIG”) d/b/a Longview Research Partners is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The opinions expressed herein are those of the author and are for informational purposes only. This material should not be considered investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. For additional information about Hill Investment Group, including its services and fees, please review its Form ADV, which is available at www.adviserinfo.sec.gov.
