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: Video

Matt Hall on Your Television

Congratulations to our own Matt Hall,  who is featured in Schwab’s new national ad campaign!

As mentioned in a post back in July, Matt was selected to participate in a series of ads highlighting the advantages independent advisors bring to our clients. Here is the first in a series airing over the next few weeks and months.

In the 30-second spot, Matt and the other advisors zero in on a few of the crucial promises independent advisors make when we work with our clients. Schwab is essential in our ecosystem for safeguarding our clients’ securities and is the leading custodian working with independent advisory firms.

The independent model is superior to the other options available to investors because of its fiduciary standard for clients. We work for you, and only you, and avoid the conflicts that exist with big banks and brokerage firms.

Thanks, Matt, for representing Hill and the broader advisor community genuinely looking to serve others now and in the longer view!

The Greatest Double

 

This month we have one item we are sharing. It’s that important and that good. How do I know? At Hill Investment Group, we’ve been doing a series of morning Zoom calls for a few years now, and this piece from our own Charles Kafoglis is viewed as one of the best we’ve ever had. Charles won’t tell you this because he’s too humble, but his five-minute video is something everyone should see. 

Why? It frames the magic of compounding in an easier way to digest and incorporate into your own life. Whether you are building towards financial independence or already there, I encourage you to watch our natural teacher, Charles Kafoglis, and his talk on “The Greatest Double.”

Summary of Topics:

  • Example of doubling from one of Charles’s favorite teachers
  • What it looks like to double every ten years
  • Phases of life – learn, earn, adjourn
  • The impact of the last double
  • Do you have 3, 4, or more doubles?
Hill Investment Group is a registered investment adviser. Registration of an Investment Advisor does not imply any level of skill or training.  This information is educational and does not intend to make an offer for the sale of any specific securities, investments, or strategies. 
Graphs or charts shown are illustrations used to demonstrate concepts and not investment performance. These charts, graphs, formulas are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Any examples are hypothetical and used to demonstrate the concept of compounding. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.
Investments involve risk and, past performance is not indicative of future performance.  Consult with a qualified financial adviser before implementing any investment strategy.

What We’re Watching – Madoff Series

Bernard Madoff committed the largest financial scam in history. This, you know. You may not know the stunning details of how he did it and managed to get away with it for so many years. That’s why we recommend watching the new four-part docuseries on Netflix. It includes interviews with victims, investigators, and scenes from Madoff’s depositions.

Fifteen years since his 65 billion dollar Ponzi scheme unraveled, there have been several depictions of Madoff, but “Madoff: The Monster of Wall Street” offers new insights worthy of your time.

 

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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