Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

The One Minute Audio Clip You Need to Hear

Howard Marks is a very successful writer, speaker, thinker, and money manager.  He is Co-Chair of Oaktree; you can read his impressive bio here.

We think you need to hear this clip because it is one of the better examples of all time, in our humble opinion, illustrating why taking the long view is likely the winning approach.

There is no need to swing for the fences to be a successful investor. It’s actually the opposite.

Enjoy this classic clip from Howard Marks’ interview with Barry Ritholtz on Bloomberg’s Masters In Business from 2019.

 

*If you want the full interview, you can find it here.

Time for a Check-Up?

If you are a Hill Investment Group client, you’re used to our team managing and reviewing your investments and allocation regularly. If you don’t work with us yet, let me ask you when the last time you had a fresh set of eyes review your investment portfolio was?  If it’s been more than 5 years, then it’s time for an objective check-up.  

Why? Too many investors are overpaying for underperforming investments. Or people are heavily concentrated in just a few companies. Or they’ve never rebalanced and are taking on more risk than they originally intended. 

Recently, we talked to one family paying over 2.5% annually on a mutual fund.  By repositioning to a less expensive and more globally diversified ETF, we lowered their fees by 2%. That means they save $20,000 a year in fees for every $1 million invested!    

The best part of a check-up?  It’s complimentary. And you get the eyes and attention of our 3X engineer, Harvard MBA, former Dimensional portfolio manager, CIO Matt Zenz analyzing your holdings and providing transparency into your investments. What’s stopping you? Click here to find a time to chat.

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Featured entries from our Journal

Details Are Part of Our Difference

Podcast Episode – Meir Statman

With the Recent Events in Ukraine, Should I Make Changes to My Portfolio?

Embracing the Evidence at Anheuser-Busch – Mid 1980s

529 Best Practices

Hill Investment Group