Turbulent times test everyone’s resolve—whether you’ve taken the long view for decades, are just beginning to embrace it, or still find yourself leaning on stock-picking instincts. No matter your background, chances are you’re hearing more chatter lately—around the office, at the gym, or over cocktails—about “the market.” Some are panicked. Others are simply asking, “What should I do now? What are you doing?”

Here’s our suggestion: Pause. Breathe. And consider sharing a copy of Odds On with your friend or colleague. (Just call, email, or click here to send a hard copy or audio version.) If you’re feeling uneasy yourself, revisit the book—or better yet, let’s talk. Need a quick refresher? Start with the Odds On summary of key takeaways.

While there’s no substitute for a real conversation to calm the nerves, not everyone has an advisor on speed dial—or a sleepless night may strike at 2:00 AM. That’s where Odds On comes in. For nearly a decade, it’s helped readers stay grounded, especially when markets feel like a rollercoaster. Yes, the book will turn 10 before we know it—but the philosophy behind it is backed by over a century of evidence and forms the bedrock of how we invest at Hill Investment Group.

Styles may drift in and out of favor, but taking the Long View means committing to a philosophy that consistently puts the odds of long-term success on your side—regardless of today’s headlines.

So, if you’re feeling uneasy, give us a call. Or pick up your copy of Odds On and revisit a few highlighted pages. And if someone you care about could use a steadier hand, let us know where to send their copy. We can’t control the market—but we can help you control how you think about it.

Earlier this month, Hill Investment Group team members joined the ribbon-cutting ceremony for an education center for elementary school students at a small, private inner-city school. This new facility, dedicated to advancing children’s education, was made possible by the generosity of one of our client families. Their contribution honors the wife’s lifelong commitment to supporting education and ensures the school’s mission will thrive for years to come.

This inspiring moment reflects what we call “taking the long view.” By investing in the future, this family is creating opportunities for children today and for future generations—many of whom they will never meet.

The event marked the culmination of years of thoughtful planning and goal-setting. Once their financial goals were secure for themselves and their children, this couple asked themselves, “How can we use our resources to benefit others?” For them, this school was the perfect partner to bring their vision to life while aligning with its mission.

If you’re dreaming about how a charitable gift could make a lasting impact on an organization close to your heart, let’s connect. Together, we can explore ways to turn your aspirations into reality.

We’re thrilled to share some exciting recognition for Hill Investment Group and our upcoming Longview Advantage ETF (ticker: EBI). Bloomberg recently published an article highlighting this innovative fund launch, describing it as part of a growing trend that is reshaping how investors approach tax efficiency. We’re honored to be included in this discussion and to be bringing a cutting-edge solution to our clients and the market.

Here are some highlights from the article and why this matters to you:

A $500 Million ETF: The Next Big Tax-Efficient Launch
The Longview Advantage ETF, set to launch on February 25, 2025, will debut with an estimated $500 million in assets expected in the first month (likely making it one of the more successful launches in 2025). This fund is unique because it’s designed to help investors defer taxes while rebalancing their portfolios. Through a strategy known as a 351 conversion, investors can exchange their existing securities for shares in the ETF without triggering a capital gains tax bill.

This approach has been compared to tools like 1031 exchanges for real estate but with the added liquidity and flexibility of an ETF. It’s a powerful way to gain diversification without losing to taxes in the process.

Built on Evidence-Based Investing
At Hill Investment Group, of course, you know we believe in strategies grounded in academic research. Under the leadership of Matt Zenz, formerly of Dimensional Fund Advisors, the Longview Advantage ETF will use a systematic approach to select stocks based on lower valuations and higher profitability – two factors expected to drive long-term performance.

Our commitment to evidence-based investing ensures that the fund is not only tax-efficient but also built to deliver meaningful results over time.

Why This Matters
Some investors feel stuck holding appreciated securities, unable to rebalance without incurring significant taxes, this ETF is a solution for them. By converting assets into shares of the Longview Advantage ETF, investors can:

• Diversify their portfolios,
• Defer capital gains taxes until they sell ETF shares,
• Align with a strategy designed for long-term success (which is what we care most about).

As Matt Hall shared with Bloomberg:
“To be able to get diversification and defer the taxes — for us, it’s the best financial planning idea we’re bringing to certain clients in 2025.”

What’s Next?
We’re counting down to February 25, when the Longview Advantage ETF will officially launch. This milestone represents our commitment to bringing thoughtful, innovative solutions to investors. We’re also engaging with financial advisors and family offices nationwide to expand access to this unique offering.

You can read the full Bloomberg article for additional details about the launch and its broader impact on the industry.

Thank you for being part of the Hill Investment Group journey. Everything we do is about putting the odds of long-term success on your side. The Longview Advantage ETF (EBI) is another example of our commitment to this objective.