Please join us in celebrating a very special addition to the Ackerman family, and by extension, Hill Investment Group. Katie, Doug and big sister Sally welcomed William “Billy” Hayden Ackerman to the world in the wee hours of October 21, 1:35 am. Billy weighed in at 8 lbs., 11 oz. Congratulations to all!

At Hill Investment Group, we are always looking to add quality individuals to the team. We get extra enjoyment when we are able to “rescue” them from what we refer to as the dark side of the financial industry … as Matt Hall describes here.

In that context, please join me in welcoming Abby Crimmins as our new client service associate. Abby comes to us from a wirehouse. In her own words, “After an unsettling start to my career, I was eager to find a financial firm that emphasized exemplary client service and aligned with my core values.”

Fortunately, a family friend introduced Abby to HIG, and to Matt’s book, Odds On.  After reading the book, she knew where she was meant to be. As good timing would have it, we too were seeking an individual with Abby’s talents to build on our client service team.

Augmenting her wirehouse experience (where she was selected to participate in an executive leadership development program), Abby is a University of Missouri-Columbia “Mizzou” graduate, with a bachelor’s degree in business administration, finance and real estate. Her attention to detail, process-oriented mind, and can-do enthusiasm will also be valuable assets to us and our clients, as she covers tasks that are perhaps best described as “a little bit of everything.”

During her Mizzou days, Abby traveled to New Zealand and Australia as part of an international business program. She also used the opportunity to try sky diving! When she’s not jumping out of airplanes (just the once … so far), she enjoys spending time with family and friends, trying new restaurants, attending concerts and working up a good sweat at the fitness center.

Abby also loves meeting new people and can’t wait to be helpful to you.

For years, Capital One® has been hiring outspoken celebrities like Samuel L. Jackson, Charles Barkley and Spike Lee to ask folks, “What’s in your wallet?” It’s a memorable ad campaign – and probably a successful one, as they run it every year during March Madness. But perhaps a more relevant question these days is, “What’s in your digital wallet?” Do you have the apps in place to manage your wealth, wherever you may roam? Here’s a summary of the apps you’ll find in our own digital wallets here at Hill Investment Group: HIG Wealth Access – A handy overview of your total wealth, including assets and liabilities such as home(s) and debt loads. HIG Client Portal – A place to check your financial portfolio, as well as to securely store critical electronic documents. HIG’s client portal includes accounts we manage as well as those held elsewhere (such as in a client’s company retirement plan). Custodian Login – Custodian account logins (for us, that’s Schwab), so you can deposit checks, initiate other financial transactions, and review account information. Banking/Credit Cards – Bank and credit card account logins, so you can keep an eye on your spending and saving activities. One of our goals is to enable all clients to Take the Long View® by having easy access to their information. Please reach out to us if we can answer additional questions about what’s in your digital wallet or we can point you in the right direction for your set-up.