Morgan Housel does it again in this recent piece. We think you’ll like it for the same reasons we do which are several because it engages your mind, heart, and soul. Are you frugal, independent, or something else entirely? Is long-term investment success dependent more on knowledge or behavior? Either way, do you invest alone or with a trusted advisor? And possibly most importantly and challenging to do, answering the question for and about yourself, “What’s my relationship with money?” That answer will likely make answering the prior questions much easier; however, this keystone question is often unasked and unanswered because it’s so hard for most of us to confront because it gets to our deepest essence. Let us know if you’d like our help discovering your answer.

The Bloomberg podcast Odd Lots recently featured Dimensional Co-CEO and CIO Gerard O’Reilly as a guest. Hosts Joe Weisenthal and Tracy Alloway joined him at Dimensional’s Austin headquarters to discuss his views on market efficiency and where he sees the fund management industry going.

We especially like the segment from around minute 3:40 to minute 20. Enjoy!

Listen to the full episode here.

This is the time of year we tend to remind ourselves of all we have to be grateful for. Over the Thanksgiving break, I recalled the highlights of my year in different categories. What were my professional high points, personal milestones, family memories, and noteworthy developments in my community? One moment that stood out was a note I received (unprompted) this summer from a long-time client of our firm. Our client’s sentiment is at the heart of our work and why our entire team finds meaning in our service. No organization is perfect, but when we get it right, we are lucky enough to help people achieve better outcomes with less worry. And when it happens and is recognized, it’s one of the sweetest feelings we get in our profession – knowing that we have quieted the noise and helped someone take a longer view in their journey toward real wealth is as good as it gets for us at Hill Investment Group.

“Hi Matt, just FYI…I told John Reagan yesterday in our annual touch base I spend about 15 minutes/month thinking/worrying about investment stuff. It took me a while to get there, but thanks to Hill, I made it. My wife continues to say you folks saved our lives from stress as I drove her nuts stressing before our Hill days. So here’s an example of what I stress about now…woke up yesterday morning at 3 am worrying if I should put the giant blow-up pool slide out this weekend for the final summer blast of 30-40 people at our pool. The grandkids will terrorize the adults launching off it into the pool! But if it’s not there, the kids will be so disappointed! So these are the types of stress thoughts Hill has driven me to! I never went back to sleep.”

On behalf of our entire firm, thank you for allowing us to be a part of your lives. We are grateful for the role you allow us to play and deeply value your continued trust!

Hill Investment Group

This testimonial was provided by a current client. This client was not compensated for this statement.