I’m a long-time fan and follower of both Dr. Peter Attia, a Stanford and John Hopkins-trained physician focused on “healthspan,” and the investment philosophy of David Booth, Co-Founder and Chairman of Dimensional, our core investment partner. Both Attia and Booth espouse our “take the long view” philosophy that is at the core of what we, and our clients, believe is the optimal path forward. That’s great news…because the longer you live, the more important it is to have an investment plan and portfolio that outlives you, and hopefully those you love. Enjoy David Booth’s 1-pager on the parallels between these two important plans and how they apply to your own life, including:

• No one-size-fits-all solution,
• No quick fixes, i.e., “take the long view” and
• It is better to prevent problems rather than fix them later.

For the past 10 years, most US investors have been star managers without really trying. In our country, investor portfolios are typically US large-cap dominant, so while they are up this decade (and specifically this year with the S&P), they didn’t fare well the first decade of this century.

I recommend spending a few minutes with this piece from Dimensional. They took a look back at the stock market over the past 20 years. While the 2000s and 2010s have differed starkly in performance, collectively they have reinforced investing lessons on patience and discipline – the real stars! Read their synopsis at the link below.

A Tale of Two Decades: Lessons for Long-Term Investors

Hill Investment Group’s investment philosophy is based on the fundamental belief that, over the long view, global capitalism will succeed. HIG also loves continuing education – for our clients, our future clients, and ourselves. We’ve also got a demonstrated commitment to giving back.

When the Saint Louis Fashion Incubator launched in late 2016, we found another natural place to combine all three of these core beliefs. Through this non-profit incubator initiative, HIG has partnered with others to make a significant financial and mentoring commitment to six talented young designers who have come to St. Louis from across the U.S. Their two-year fellowships here are preparing them for full commercial debuts upon graduation. 

Relationships are important too, which is how HIG came to lead a perhaps surprising charge in fashion and design. It came about in part when our Houston team introduced us to the husband/wife fashion aficionados, Sid and Ann Mashburn. We’re excited to co-host the Mashburns when they visit St. Louis in mid-October to share their decades of fashion world experience. From “brick and mortar” stores to an online, Skype-based business offering made-to-measure clothing, Sid and Ann have been there, done that, and will be sharing their leadership experience with our incubator designers … and a few others while they’re here.

Just as we’re proud of our entrepreneurial and philanthropic involvement here at HIG, we enjoy inspiring other business owners and friends to share their time, talent, and treasures to spread their own unique vision and values. Cheers to the Mashburns for joining us!