Featured entries from our Journal

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

Tag: Downloads

Taking the Long View from a Different Voice

The recent volatility in the equity markets provides a great opportunity, or test, for readers of our newsletter. Is your perspective three feet in front of you or is it a longer view? We know the answer, but this month decided to let you hear the familiar refrain from a different voice.

Click here to email us for a piece from one of our favorite industry authors. The copyright on this piece allows only for direct distribution to our clients and other newsletter subscribers, so this will not be made publicly available on our website.

The Nomenclature of Modern Investing

Client Letter ThumbnailOn a quarterly basis, we prepare a cover letter for our clients’ performance reporting. The most recent edition is worth seeing because it highlights the thoughtful nature of our firm and our approach.

Though the underlying principles of what we believe haven’t changed, we’ve come a long way from our early descriptions of it. Click here to read what it’s all about.

Pretty Performance Pictures

DFA Q2 ReviewAs our clients know, short-term performance doesn’t matter. That’s right, it doesn’t.

However, we’re particularly fond of the quality of DFA’s visual presentation of information and infographics in recent years, and this quarterly market review is a great example. Click here for a visual summary of second quarter performance.

Featured entries from our Journal

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

Hill Investment Group