Most fixed income does its job quietly. It dampens volatility. It provides liquidity. It helps portfolios stay balanced when markets feel uncertain. But it often comes with a tradeoff that matters more than most investors realize.

Traditional fixed income forces taxable income along the way, even when you would prefer control over when taxes show up, and what type of taxes they are. That loss of control can limit planning flexibility and reduce after-tax compounding over time.

Hill Investment Group and Longview Research Partners have been studying this problem with a simple question in mind.

The answer is a resounding “Yes!” In March, we will launch LVIG, a new fixed income ETF addressing that exact question. LVIG is designed to improve after-tax outcomes by managing not just what investors own, but how returns are delivered. The goal is not to change the role fixed income plays in a portfolio. The goal is to make fixed income work more effectively after taxes by giving advisors and clients more control over the timing and character of returns.

If you were part of last year’s 351 exchange launch of the Longview Advantage Fund (EBI), the philosophy will feel familiar. That effort helped solve a common issue in portfolios, how to diversify concentrated positions without triggering a large tax bill. 

LVIG applies the same mindset to a different part of the portfolio, fixed income implementation.

We are hosting a live webinar ahead of LVIG’s launch to explain what’s changing, why we believe it’s an improvement, and how it may fit into client portfolios.

If you’re a Hill Investment Group client or individual interested in taking your fixed income to another level, register here.

If you’re an advisor, please register for one of two upcoming webinars on February 12th (register here) and February 19th (register here) that will dig into how you can deliver a more effective fixed income solution for your clients. 

We hope you can join us.

We’re grateful to have Larry Swedroe as both a longtime friend to Hill Investment Group and a foundational voice in the evidence-based investing community. For decades, Larry has helped investors cut through noise, resist prediction-driven thinking, and stay anchored in the data – an approach that has shaped our work and benefited the clients we serve.

In his latest appearance on the October 22nd Excess Returns podcast (the same show our CIO, Matt Zenz, joined recently), Larry brings that perspective to today’s big conversations around tariffs, immigration, AI, and market structure.

“HTC” WARNING: Be forewarned, this is Highly Technical Content, best consumed by the heavy-duty fact finders in our audience and to all those who want to take a deeper dive into why we believe what we believe.

If you only have a few minutes…

Jump to 33:05, where Larry explains why smaller, more nimble funds can access deeper exposures in areas like small-cap value – an insight that reinforces one of the key advantages of our own approach to managing The Longview Advantage ETF (EBI). 

It’s a thoughtful, wide-ranging conversation, and we’re thankful for Larry’s ongoing partnership and the clarity he brings to evidence-based investing.

As the year comes to a close, this is a reminder that there are just a few days left to make charitable gifts that count for this year’s taxes. Many of you have already completed your giving. If generosity towards family or charity is still part of your year end plans alongside holiday gifts, there is still time to act with intention.

At Hill Investment Group, we view giving as an extension of a long view, values driven plan. Credible giving means supporting what matters to you while being thoughtful about how and when you give. For those who are eligible, charitable gifts from an IRA can be an especially efficient way to give, particularly when required minimum distributions are already part of the picture. Donor advised funds also allow families to give appreciated assets and avoid capital gains tax.

Tax law changes beginning on January 1, 2026, may reduce the value of charitable deductions for some households. For families who are already planning to give, completing gifts this year can be a thoughtful way to align generosity with 2025’s tax laws.

If year end giving is already part of your plan, now is a natural time to bring it across the finish line. Send us a note at service@HillInvestmentGroup.com if you want help accomplishing your goals for this year.