We often encourage our clients to share more than just facts and figures about their own estates with heirs. More importantly, you might consider preparing something like an Ethical Will. Check out this piece from The New York Times to explore in more detail.

We are officially opening the search for a new Administrative Assistant. We need your help keeping an eye out for someone exceptional who might be a good fit for our team. Interested in learning more? Watch this video for some thoughts on our culture at Hill Investment Group and then contact me for a job description. We hope to identify the ideal candidate within the first quarter of 2015.

Want to know what others in our industry say about how much impact the ideal assistant can make? Click here to read this story from ThinkAdvisor…

We heard from a client during a recent conversation that they were concerned about protecting themselves from cyber fraud. Though we are often thinking about that here, we wanted to share the following action plan from Fidelity for you to take into consideration. Click the image below to view in detail.