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: Saving

Fee Reductions Starting 2021!

We often ask prospective clients if they are clear on their fees, returns, and allocation. Most are fuzzy on the answers. In our world, we value transparency and keep a close eye on fees, exerting pressure where there is room for a reduction. We are pleased to share that Dimensional Funds just announced meaningful reductions in management fees for the equity funds we invest in for our clients and ourselves. The majority of our clients will experience 20% lower fees on the equity portion of their Dimensional investments. We’ll be sharing the details in future client meetings, but for now, know that the odds of long term success just got better!

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