Featured entries from our Journal

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.

Video: Odds On Book Launch

We are incredibly proud of Matt and the early success of his book, Odds On: The Making of an Evidence-Based Investor. Thank you to all for helping make the book an Amazon bestseller within the first day.

Please enjoy this video compilation from the book launch, anddon’t forget—we need your help obtaining book reviews on Amazon. Click here to buy a copy of the book and/or write your review.

10 Steps to Invest Like Us

Pursuing a Better Experience - Thumbnail

This beautifully presented summary highlights the 10 steps required to adopt an investment approach like ours. Click the image above to see the PDF version of DFA’s latest piece, “Pursuing a Better Investment Experience.”

Are All Fiduciaries Created Equal?

This April, the Department of Labor issued its new fiduciary rule, which will require any advisor giving advice to retirement account holders to act in the client’s best interest. It certainly sounds like an obvious improvement, and we’re pleased to see some forward progress on this notion of a more global fiduciary standard. Remember, Hill Investment Group has been acting in the capacity of a fiduciary for our clients since the founding of our firm.

Nevertheless, we’re not all that hopeful to see newly minted fiduciaries taking on the title anywhere near its fullest extent. Their clients may be scratching their heads since surveys indicate that many already thought they had a fiduciary commitment from their advisor. In reality, they’ve been subjected to the suitability standard. It’s is far more common and gives a wide berth to advisors when defining what might be best suited for a particular client (think of high cost, proprietary, commission-based products).

Interested in additional reading on this topic?

Featured entries from our Journal

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.

Hill Investment Group