I’m a long-time fan and follower of both Dr. Peter Attia, a Stanford and John Hopkins-trained physician focused on “healthspan,” and the investment philosophy of David Booth, Co-Founder and Chairman of Dimensional, our core investment partner. Both Attia and Booth espouse our “take the long view” philosophy that is at the core of what we, and our clients, believe is the optimal path forward. That’s great news…because the longer you live, the more important it is to have an investment plan and portfolio that outlives you, and hopefully those you love. Enjoy David Booth’s 1-pager on the parallels between these two important plans and how they apply to your own life, including:

• No one-size-fits-all solution,
• No quick fixes, i.e., “take the long view” and
• It is better to prevent problems rather than fix them later.

Congratulations are in order for our lead advisor in Nashville! Julia Humphrey (husband Joe) welcomed their son and littlest Titans fan, William James, on Sunday, September 17th at 11:16 pm, weighing 7lbs 3oz. Everyone is happy, healthy, and ready for kick-off.

Julia will enjoy the next month with little William and gradually phase her work life back to full-time in the fourth quarter of 2023.

If you’re a Nashville client, please don’t hesitate to get in touch if you need anything at all. Our entire team is here to serve you.

We are excited to welcome Jack Gardner to the client service team at Hill Investment Group. We initially found Jack through a friend of Matt Hall’s wife (thanks Lisa!). Jack was looking for an internship to complete his studies at the University of Missouri, and while we had already filled our intern openings for the summer, we agreed to meet with Jack as a favor. Jack quickly impressed all of us at the firm with his work ethic, initiative, and desire to learn. It was an easy decision when it came to asking him to stay on full-time.

He is already making an impact in our clients’ lives behind the scenes, and we look forward to introducing you to him next time you are in the office.

And similar to Matt Hall, Jack is a cancer survivor. He had Classic Hodgkin’s Lymphoma when he was 18 years old and is now in full remission.

Please join me in welcoming Jack to the team!