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: Take the long view podcast

Podcast Episode: Staying Sane While Staying Home

Returning guest Marilyn Wechter has 40 years of experience as a wealth counselor and therapist. She is the kind of person you want in your world when it is full of uncertainty and isolation. Sound familiar? Wechter and Matt Hall discuss how to face the current challenges and come out the other side of this experience changed for the better.

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The Latest TLV Episode

John Jennings is someone you want to know. He is fascinating, and not in a weird way, in a lovely Dr. Seuss style. He deserves to be famous, though he doesn’t care about fame, and is worthy of it and your attention.

He writes something called the IFOD – Interesting Fact of the Day (we’ve shared them with you here in this newsletter).  His daily thoughts often tickle the brain into an active state. They are meaningful, relevant, poignant, and thoughtful.

Does IFOD pay the bills? We think not. So what does Jennings do for work? Uh, he’s a big deal. John is President and Chief Strategist of The St. Louis Trust Company, a leading multi-family office. This means he helps the ultra-affluent. Unlike most in wealth management, John deserves a lot of respect.

And if that’s not enough, John is an adjunct faculty member at Washington University’s Olin School of Business where he teaches in the Wealth and Asset Management masters program. John is also a Forbes contributor, a lawyer by training, a hardcore vegan and a loving husband and dad.

Enjoy this wide-ranging conversation covering: Lawyers who aren’t lawyers, John’s IFOD, committing to a plant-based/Vegan diet and how it connects to solving John’s fight with OCD, investment thinking and what the ultra-rich struggle with, Coronavirus and what napping has to do with success.

View All TLV Episodes Here and Subscribe

TLV Podcast Returns

Take the Long View with Matt Hall is back with a new episode! Matt kicks off Season 2 of the podcast with a man who may exemplify long view thinking more than any other guest he’s had on the show. How is he so long view? David Stine is a woodworker (understatement) and makes products that last forever, using material that was likely born before he was. Who do you know who can make the same claim? David has also done the thing most people don’t have the guts to do. He quit. He quit the thing that most stick with their whole lives. He left office life and made the outdoors his new workplace. He’s thriving – so much so that media gurus are working to make a TV show about his life. David has clients around the world, awards from industry experts, and more than two decades in business, but the thing Matt loves most about him, is he’s not just an artist, not just a craftsman, he’s deeply philosophical.

David Stine joins Matt for Episode 1 and covers his journey from growing up on the family dairy farm to deciding to go to law school and eventually realizing his dream and passion for creating custom furniture handcrafted from sustainably harvested American hardwoods. Matt says “David is smart, funny, talented, brave, and kind. These characteristics are a tough combination to beat and episode 1 sets the bar high for season 2.”

Click here to listen to episode 1 and check out the short video below to learn more about David.

 

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