The December cover story of Conde Nast Portfolio magazine is a fascinating look inside the conversion of a former broker to a more enlightened investment philosophy. Acclaimed author, Michael Lewis discovers that there is “a new breed of investors who think you can get rich without really trying. They may be right.” Click Here for the [...]

The stock markets have been extremely volatile lately. The following comments are consistent with our core theme encouraging investors to: Take the Long View. Hill Investment Group Commentary

Preparing to transfer your assets is an important task. As you know, dividing your assets between you and your spouse/partner is an important step in the estate planning process if you are to obtain the maximum probate avoidance and estate tax savings from your Trusts. There are numerous factors you should consider when dividing your [...]

For the seventh consecutive year, Wealth Manager Magazine has compiled a national ranking of wealth management firms working with truly wealthy clients. The magazine strives to highlight those working with the highest of the high-net-worth audience. Hill Investment Group made the top tier with a ranking of #131. Not bad, considering there are roughly 400,000 [...]

This interview from the Journal of Indexes is more technical in nature than we would normally share with you, but these are two of the most influential figures in the academic world and their insights continue to be relevant. The following is just one of the great quotes from this recent interview:  “It’s the noise that people don’t appreciate. [...]

Overview:  What is the generally accepted order by which an investor should make tax-efficient withdrawals for retirement? With a focus on asset location, this article introduces several points for investors to consider when building a prudent strategy for making withdrawals from retirement accounts. Click Here to read more (PDF)

Are you interested in keeping your eyes on the indices? Click here to view return information for the various asset class benchmarks (PDF)

In case you missed the recent NY Times column by Ben Stein, click the link below to get his take on what is needed to fix the economy. He asks, “Where Are the Grown-ups When You Need Them?” Click Here

Is it efficient to spread assets across many platforms, advisors, and invesments? One of our recent articles addresses why this strategy may not increase an investor’s odds of success. Click Here to read – The Wrong Kind of Diversification PDF

We are intentionally a small firm, but we plan to add two new exceptional people to our team in 2007. We are well leveraged and plan to continue to outsource non-core tasks to trusted service providers, focusing our attention on serving our clients. If you have an interest in learning more about us, we invite [...]