Featured entries from our Journal

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: Video

New Video From the Client Service King

We’re continuing our video series highlighting team members, and this month I encourage you to watch John Reagan’s under two-minute piece. John dedicates his professional life to client service. It’s that simple. He is reliable with a capital “R,” and I consider him the backbone of Hill Investment Group. John is a partner in the firm, leads client service, the Financial Planning Committee, and founded our Longview Charitable Initiative (where we give back to our communities). John is someone you want on your side. Clients have told me that they wish they could “find a John Reagan in other parts of their lives.” John works every day to help simplify and add value to the lives of the families we serve. He’s self-described as “slow and steady” in the video, and we love him for it! It’s also a perfect fit with this month’s podcast.

John Reagan Profile from Hill Investment Group on Vimeo.

Nell’s Journey to Partner and COO of HIG

I told you last month that we’d be highlighting our team in a monthly video series and this month it’s Nell’s turn. A former petroleum engineer, Nell cold emailed me four years ago after hearing me interviewed on a podcast. The way Nell’s brain works caught my attention, both in her writing and in the subsequent call. Nell is now a trusted partner and leader of Hill Investment Group. She’s even got a nickname. We call her “Sheriff Schiffer” for the kind but firm way she has us all following a strict process. We hope you enjoy watching and listening to Nell describe how she found her “dream job” at Hill Investment Group.

We Invest Our Money the Same Way We Invest Our Clients’

A prospective client recently asked us, “how much of your own money is invested in the same strategies you recommend for clients?” Even though we rarely mention in dollars how invested we are in our own strategies, we often say that we “eat our own cooking.” In our opinion, that response should be the norm from all professional investors (it’s not). We’re proud that our beliefs, and personal dollars, line up with the investment strategies we build for clients. Check out the answer in this short video.

Featured entries from our Journal

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

Hill Investment Group