Howard Marks is a very successful writer, speaker, thinker, and money manager.  He is Co-Chair of Oaktree; you can read his impressive bio here.

We think you need to hear this clip because it is one of the better examples of all time, in our humble opinion, illustrating why taking the long view is likely the winning approach.

There is no need to swing for the fences to be a successful investor. It’s actually the opposite.

Enjoy this classic clip from Howard Marks’ interview with Barry Ritholtz on Bloomberg’s Masters In Business from 2019.

*If you want the full interview, you can find it here.

Whether you hang on every word from every episode or you prefer to “snack” on Take the Long View, give a complete listen to these “greatest hits excerpts.” Join host Matt Hall as he highlights some of the most poignant moments from recent guests.

This time of year, people are buzzing about New Year’s resolutions, guessing what the tax changes will be, and all sorts of anxiety-provoking topics.

But you, you’re different. Give yourself a huge pat on the back. You can congratulate yourself on checking the box on most, if not all, of your financial resolutions –  for this year and next! Why?

You’re a Hill Investment Group client. With that single decision, you get to delegate your worry to us, benefitting from:

• A long-term, low-cost, tax-efficient, and globally diversified investment portfolio
• A financial plan grounded in your personal goals, your family, the causes, and organizations that you genuinely care about
• A disciplined, evidence-based investment strategy
• Tax-aware investment moves made throughout the year
• Planning strategies that maximize the value of vehicles and benefits available to you
• Proactive strategies that guide you towards the legacy you hope to leave
• And the list goes on!

So. Now what? By checking off all of the above, take a few minutes and think about those long-term goals, your family, your health.  What will you resolve to start doing or stop doing with this freedom? What can you do that will enhance your health span, your relationships, the odds that you’ll check off some bucket list items. Do that.

And while you do that, the Hill Investment Group team will continue to do our part to eliminate worry and deliver peace of mind. Our mission is to walk you towards a higher level of financial freedom. We thank you for making us part of your family. It’s great company to be in!

If you’re not a client and want to check off a few items on your New Year’s resolution list, call us or set up a time to get together…face to face or virtually. Cheers!