If you’ve been hunting around our website recently, you might have noticed a link to our Client Relationship Summary (Form CRS).  This new regulatory document helps investors answer the question, “Is Hill Investment Group the right investment advisor for me?” It’s aimed at anyone who is curious how we can help. 

In our opinion, it’s a great move by regulators. It makes important information about advisors and broker-dealers crystal-clear, like fees, services, disciplinary information, and their fiduciary obligation (audio clip). As an existing or prospective client, we encourage you to check it out. You might learn something about us you didn’t know before, maybe even ways in which we can be more helpful to you!

Race and power are front and center in conversations happening (or not happening) around the world. There is so much we’d like to say, but for now we think it’s most helpful to highlight one of the voices who says it best. If you watch one thing today, we think it should be this 14 minute Ted Talk from Mellody Hobson, a finance boss who nails it.

Watch Hobson’s classic 14 minute Ted Talk by clicking the image below, and should you find yourself loving Mellody the way we do, keep exploring her wisdom here or here.

Zibby Owens has been called New York’s most powerful book-fluencer. How’d she do it? Zibby built a community and strong base of fans through her award-winning podcast Moms Don’t Have Time to Read Books. Listen to Matt’s conversation with Zibby (33 minutes), covering stories that made Matt cry, the value of a Harvard MBA, having Blackstone founder Stephen Schwarzman as your dad, and much more.

On her own podcast, Zibby talks with authors to give her busy listeners the inside scoop and in 2019 Oprah Magazine listed her podcast as one of the “21 of the Best Book Podcasts to Listen to When You’re Not Reading.” Beyond her podcast, Zibby is a writer and published her first article, a personal essay for Seventeen magazine when she was in high school and has been writing ever since. Her work has appeared in the Washington Post, the New York Times, Parents, Real Simple, Redbook, Marie Claire, and many others.

One of our favorite profiles of Zibby is the recent piece (8 minutes) that aired on CBS This Morning.

Good Morning America, Good Day LA, Good Day DC, ABC-7 Eyewitness News, and NY1.

A graduate of Yale University and Harvard Business School, Zibby has a marketing and branding background. She currently lives in the New York area with her four children ages 5-12 and her husband, Kyle Owens.

*Zibby gives one of our favorite answers to the question Matt asks about the best example of “taking the long view” from her life. Check it out below or wherever you listen to podcasts.