Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Author: John Reagan
Odds On Highlights
Odds On is popping up in all kinds of places since it’s April 12th launch. Here are just a few highlights:
1. 800ceoread Business Bestseller
This influential business book site put out their bestseller list for the month of April and Odds On makes it to #11.
2. #1 Bestseller on Tadas Viskanta’s Abnormal Returns Book list for April and featured on the influential blog: Click Here
Tadas is esteemed among the highly technical investing crowd and his blog includes in its readership some the most respected thinkers and leaders of our industry.
3. YNAB (“You Need a Budget”) Podcast #221: Click Here
Jesse Mecham’s budgeting software ‘YNAB’ is well known among budgeting gurus and has an extremely devoted following.
4. Beyond 50 Radio Show: Click Here
Daniel Davis has hosted the Beyond 50 radio show for over 10 years and boasts syndication on over 150 podcast networks.
5. Robin Powell blog interview: Click Here
Robin is a communications expert and is leading the evidence-based investing movement in the United Kingdom. His regularly published videos are helping get the story out around the globe.
And if you haven’t posted your review of Odds On on Amazon.com, or if you haven’t yet read the book, visit Amazon here.
10 Steps to Invest Like Us
Are All Fiduciaries Created Equal?
This April, the Department of Labor issued its new fiduciary rule, which will require any advisor giving advice to retirement account holders to act in the client’s best interest. It certainly sounds like an obvious improvement, and we’re pleased to see some forward progress on this notion of a more global fiduciary standard. Remember, Hill Investment Group has been acting in the capacity of a fiduciary for our clients since the founding of our firm.
Nevertheless, we’re not all that hopeful to see newly minted fiduciaries taking on the title anywhere near its fullest extent. Their clients may be scratching their heads since surveys indicate that many already thought they had a fiduciary commitment from their advisor. In reality, they’ve been subjected to the suitability standard. It’s is far more common and gives a wide berth to advisors when defining what might be best suited for a particular client (think of high cost, proprietary, commission-based products).
Interested in additional reading on this topic?