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
Category: HIG News
Welcome, Grace!
We’re thrilled to welcome Grace Kreifels to our team as a Lead Advisor! With a strong foundation in evidence-based investing, Grace brings invaluable experience from her eight years at Dimensional and prior tenure at Vanguard. As a Certified Financial Planner (CFP®), her expertise and dedication to her craft will be a tremendous asset to our national client base. We look forward to seeing her make a lasting impact on our clients’ lives.
Beyond her professional strengths, Grace and her husband, Zach, recently welcomed their first child, a son named Riley—and parenthood has already been an incredible adventure for them. True to the spirit of many of our clients, Grace has a passion for the outdoors and enjoys hiking, backpacking, surfing, biking, skiing, and camping (they even took Riley on his first camping trip at just three months old!). As the daughter of a Delta pilot, Grace’s love for travel started young and has taken her to more than 30 countries, immersing her in diverse cultures and experiences.
Please join us in giving a warm welcome to Grace!
Odds On: The Summary
As we rapidly approach the 8th Birthday of Odds On: The Making of an Evidence-Based Investor, the book (in all its formats) remains as relevant now as it did when it first launched in 2016. This is a testament to the timelessness of the Taking the Long View investment strategy.
Thousands of people have been exposed to a “new” way of investing, while many others have reaffirmed their beliefs in evidence-based investing. It is the best investment strategy when you take the long view and don’t try to gamble your life savings by timing the market, hitching yourself to a “guru,” or thinking that the “Magnificent 7” is an entertaining cocktail party topic but not the way to build and maintain wealth.
Many clients and friends of the firm, as well as our team members, have gifted Odds On in both its traditional hardback format as well as the audio version that Matt Hall reads to his listeners; however, some folks continue to ask for an “Executive Summary” or a shortcut to taking the long view. Here, we answer that wish with a two-page summary with key takeaways that we hope propels readers to read or listen to the entire “real thing.”
Virtually everyone who gifts Odds On is simply trying to help a friend or family member invest to maximize the odds of success. It’s great to pass on to younger family members, friends, and others who are curious about the path you’ve chosen as an investor and provides a fast and simple way for you to help those close to you.
Obviously, we’re ready to send each of these folks the book or audiobook, too, but this can satisfy an immediate need. For those who are ready, let’s schedule a time to talk by clicking this link.
It’s Official…We’ve Moved!
As you read this, the global headquarters of Hill Investment Group has officially relocated to our new home at Carondelet Plaza in Clayton…less than two blocks away from our old home for more than 18 years. While only a few hundred yards away, the difference in the two spaces is dramatic because our landlord has taken the long view to outfit the building with dramatically better parking for our visitors, a wonderful common area, and state-of-the-art technology that will all support your overall client experience! Stay tuned for open house dates later this year. If you can’t wait, come on by! We’d love to show you around.