Congratulations to our own Matt Hall,  who is featured in Schwab’s new national ad campaign!

As mentioned in a post back in July, Matt was selected to participate in a series of ads highlighting the advantages independent advisors bring to our clients. Here is the first in a series airing over the next few weeks and months.

In the 30-second spot, Matt and the other advisors zero in on a few of the crucial promises independent advisors make when we work with our clients. Schwab is essential in our ecosystem for safeguarding our clients’ securities and is the leading custodian working with independent advisory firms.

The independent model is superior to the other options available to investors because of its fiduciary standard for clients. We work for you, and only you, and avoid the conflicts that exist with big banks and brokerage firms.

Thanks, Matt, for representing Hill and the broader advisor community genuinely looking to serve others now and in the longer view!

This month we have one item we are sharing. It’s that important and that good. How do I know? At Hill Investment Group, we’ve been doing a series of morning Zoom calls for a few years now, and this piece from our own Charles Kafoglis is viewed as one of the best we’ve ever had. Charles won’t tell you this because he’s too humble, but his five-minute video is something everyone should see. 

Why? It frames the magic of compounding in an easier way to digest and incorporate into your own life. Whether you are building towards financial independence or already there, I encourage you to watch our natural teacher, Charles Kafoglis, and his talk on “The Greatest Double.”

Summary of Topics:

• Example of doubling from one of Charles’s favorite teachers
• What it looks like to double every ten years
• Phases of life – learn, earn, adjourn
• The impact of the last double
• Do you have 3, 4, or more doubles?

Bernard Madoff committed the largest financial scam in history. This, you know. You may not know the stunning details of how he did it and managed to get away with it for so many years. That’s why we recommend watching the new four-part docuseries on Netflix. It includes interviews with victims, investigators, and scenes from Madoff’s depositions.

Fifteen years since his 65 billion dollar Ponzi scheme unraveled, there have been several depictions of Madoff, but “Madoff: The Monster of Wall Street” offers new insights worthy of your time.