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
Nashville, Let’s Build Something Great
Big things are happening in Brentwood. Permits are in motion, and construction on our Nashville office remodel is set to begin soon, likely lasting through the summer.
This renovation is more than a facelift. It’s an exciting investment in our team, our clients, and our long-term vision. As the only billion-dollar RIA in the area with a truly evidence-based approach, we’re proud to bring the boutique Hill experience to Middle Tennessee in a refreshed and more intentional space.
Stay tuned—we’ll share updates as the work unfolds.
A New Kind of Long-Term Planning
Many of you know Nell as one of our team’s rockstars—dedicated to your financial life with a unique mix of skill, insight, and care. You may not know that she’s also been preparing for an exciting new chapter behind the scenes…
Nell and her husband welcomed their first child on April 27th!
We’re thrilled to share that baby girl, Merrill Cameron Schiffer, arrived happy and healthy, weighing 8 pounds, 11 ounces.
As expected, Nell approached this milestone with the same thoughtfulness she brings to our daily work. She’ll be stepping away for maternity leave and plans to return in the second half of July.
We’re so happy for Nell and Walter, and grateful to be a firm that celebrates and supports life’s biggest moments.
Jason Zweig Echoes a Familiar Theme: Discipline Over Drama
We’ve been saying it for years, and it’s always nice to hear others—especially respected voices like Jason Zweig—reinforce the message.
In a recent Wall Street Journal column, Zweig highlights a subtle but costly mistake many investors are making right now: chasing what’s worked recently and ignoring timeless principles like diversification, discipline, and rebalancing.
He writes:
“You’re making predictions without even realizing it. And most of those predictions are probably wrong.”
Sound familiar?
Zweig’s advice mirrors the core of our evidence-based approach:
- Avoid making emotional or speculative moves
- Stick with a globally diversified plan
- Rebalance with purpose, not panic
This article is another reminder that resisting the urge to act on headlines is often the most powerful move an investor can make.
