The New York Times Sketch Guy, Columnist, and Take the Longview podcast guest Carl Richards, is one of the best in the world at connecting money and emotion. His unique ability is boiling down ideas to their essence so that everyone can relate. In a recent piece, he does it again, clearly outlining a 5-step guide to making it through the ups and downs of the financial market. Check it out here.

On July 1 we celebrated one year with Matt Luzecky on our team. As Matt Hall likes to say, it typically takes at least three years for a team member to be truly valuable, but Luzecky is way ahead of schedule. His contributions to Hillfolio growth, our Client Service team, and integrating our new CRM software have been outstanding. Matt’s quick wit and constant smile are traits we all love. Learn more about Matt.

In his recent piece about investor behavior, Wall Street Journal Columnist, Jason Zweig profiles real investors who took the long view in the int first half of 2020. “Markets Bombed, Investors Carried On” reminds us why maintaining self control in a volatile market is key for long term success. Our favorite quotation? Arlyne Willcox said, “My experience in 2008 told me: Stand still, be patient, take baby steps so you don’t overreact but feel like you did something.” We couldn’t have said it better ourselves. You can check out the rest of the piece here.