Congratulations to our own Matt Hall,  who is featured in Schwab’s new national ad campaign!

As mentioned in a post back in July, Matt was selected to participate in a series of ads highlighting the advantages independent advisors bring to our clients. Here is the first in a series airing over the next few weeks and months.

In the 30-second spot, Matt and the other advisors zero in on a few of the crucial promises independent advisors make when we work with our clients. Schwab is essential in our ecosystem for safeguarding our clients’ securities and is the leading custodian working with independent advisory firms.

The independent model is superior to the other options available to investors because of its fiduciary standard for clients. We work for you, and only you, and avoid the conflicts that exist with big banks and brokerage firms.

Thanks, Matt, for representing Hill and the broader advisor community genuinely looking to serve others now and in the longer view!

I’m a long-time fan and follower of both Dr. Peter Attia, a Stanford and John Hopkins-trained physician focused on “healthspan,” and the investment philosophy of David Booth, Co-Founder and Chairman of Dimensional, our core investment partner. Both Attia and Booth espouse our “take the long view” philosophy that is at the core of what we, and our clients, believe is the optimal path forward. That’s great news…because the longer you live, the more important it is to have an investment plan and portfolio that outlives you, and hopefully those you love. Enjoy David Booth’s 1-pager on the parallels between these two important plans and how they apply to your own life, including:

• No one-size-fits-all solution,
• No quick fixes, i.e., “take the long view” and
• It is better to prevent problems rather than fix them later.

The charismatic character in the photo above is a marketing genius and a provocative thinker. His name is Seth Godin. Long-time friends know that I’m a Seth Godin Superfan. Call me a “Sethy.” Much of his writing reflects his strong belief in taking the long view.

Seth often says, “People like us do things like this” when fellow tribe members connect their values with how they live their lives. In particular, Seth sounds like us…clients, team members, and other evidence-based investors in this recent post. See if you agree.

If you don’t quite get the connection and want to learn more, let’s talk! Set up a call or meeting here.