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.

Tag: Enlightened Investors

#1 New Release in Investing Books

The next book about money we plan to read is The Psychology of Money – Timeless lessons on wealth, greed, and happiness. It is scheduled to be released on September 8th and is getting the buzziest reviews we have heard about any finance book in 2020. It’s authored by Morgan Housel, who readers of this email will recognize. Housel uses 19 short stories to explore the way people make financial decisions. “Important decisions are often made at the dinner table, where personal history, your own unique view of the world, ego, pride, marketing, and odd incentives are scrambled together.” 

“It’s one of the best and most original finance books in years.”

Jason Zweig

*Pre-order here if you are as excited as we are.

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