When our last newsletter hit your inbox, it was a milestone day—the official launch of The Longview Advantage ETF. Now, just a month later, we’re off to a fantastic start. One of the highlights? Ringing the closing bell at Nasdaq. It was more than just a photo op (though we’ve included a great one above)—it was a symbol of what this fund represents: long-term thinking, disciplined investing, and alignment with partners who share our values.

What follows is a brief look at why we chose Nasdaq as our listing partner and how that decision reflects the principles at the core of Hill Investment Group and Longview Research Partners.

Why We Chose Nasdaq: A Commitment to Aligned Values

When we decided to launch The Longview Advantage ETF (EBI), we knew that every choice mattered—down to where we listed the fund. Selecting Nasdaq wasn’t just about visibility or reputation; it was about alignment.

At Hill Investment Group and Longview Research Partners (the parent name of the ETF), our core philosophy is built on evidence, transparency, and a forward-thinking approach. These values aren’t just words—they guide everything we do, from the way we serve clients to the investment principles behind our ETF. When we looked at Nasdaq, we saw an organization that operates with the same commitment to innovation, efficiency, and integrity.

Innovation Meets Evidence-Based Investing

Nasdaq has long been a home for companies that challenge the status quo—firms that look beyond convention and embrace a data-driven, systematic approach to growth. That same mindset fuels The Longview Advantage ETF. Our strategy is built on decades of research and combines the most compelling ideas in the evidence-based community into one fund. It’s an approach that requires discipline, adaptability, and the ability to cut through noise—principles that Nasdaq embodies as a leader in market evolution.

Transparency and Efficiency: A Natural Fit

Investors deserve clarity. The mutual fund industry, as we’ve long observed, often thrives on complexity—hidden fees, opaque strategies, and layers of unnecessary friction. Our ETF was designed to strip that away, delivering a low-cost, rules-based investment vehicle that puts investors first. Nasdaq has been at the forefront of this kind of market efficiency, prioritizing technology, access, and real-time insights to ensure investors have the tools they need to succeed.

The Future of Investing

Choosing Nasdaq was more than a logistical decision—it is a statement. We wanted The Longview Advantage ETF to be listed on an exchange that shares our long-term perspective, one that values research-driven decision-making over speculation. Nasdaq has been home to some of the most innovative firms in history, and we’re proud to be part of that ecosystem.

In my recent interview on Nasdaq’s Just for Funds, I had the chance to talk about why The Longview Advantage ETF exists and how it serves advisors and investors who believe in taking the long view. If you haven’t seen it yet, check out the video below.

This is just the beginning of our journey with EBI, and we’re excited about what’s ahead. Thanks for being part of it.

Take the Long View.

Matt Hall

Hill Investment Group

*This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Investing involves risk, including possible loss of principal. The performance of any investment strategy, including ETFs, is not guaranteed. Past performance is not indicative of future results. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing.

At Hill Investment Group, we’ve found that when a few clients ask similar questions, many more likely share the same curiosity. To better serve you, we’ll periodically feature this “Hey Hill” segment in our newsletter, addressing common client questions and explaining our perspective. To submit questions for future newsletters, email us at service@hillinvestmentgroup.com.

Tax season always feels like a scramble. Are there things we (or you) can be doing throughout the year to make it easier – and smarter?

At Hill Investment Group, we believe taxes aren’t just a once-a-year concern. They’re a year-round opportunity. While most people only think about taxes in the spring, we’re building strategies into your plan every day—so you’re not just reacting in April, you’re planning ahead with purpose.

Markets move. Headlines shift. But one thing we can control is how efficiently your portfolio is managed from a tax perspective. It’s a key part of Taking the Long View, helping you keep more of what you earn—not just this year, but every year.

How We Build Tax Efficiency into Your Plan

• Strategic Asset Location – Some investments generate more taxes than others, and where you hold them matters. We structure your portfolio to keep tax-inefficient assets in tax-advantaged accounts, reducing unnecessary tax drag.
• Tax-Loss Harvesting – When the opportunity arises, we strategically offset gains with losses—lowering your taxable income without disrupting your investment strategy.
• ETF Investing – ETFs (Exchange-Traded Funds) allow investors to defer most, if not all, capital gains taxes until they sell, helping avoid surprise tax bills.
• Tax-Advantaged Accounts – From IRAs and Roth conversions to HSAs, we help you maximize the long-term tax benefits of these accounts.
• Charitable Giving Strategies – Tools like donor-advised funds, qualified charitable distributions (QCDs), and appreciated stock donations allow you to give while staying tax-smart.
• Estate & Gifting Strategies – Thoughtful wealth transfer planning helps minimize estate taxes and ensures your legacy is passed on efficiently.

Making Tax Season Easier

Beyond these long-term strategies, we make tax season seamless by preparing tax packets with key reports and details your CPA needs. Because we work closely with your tax team, we help ensure that your investment and tax strategies are always aligned.

If you have questions about how tax planning fits into your financial picture, we’re here to help.

Taking the Long View means thinking ahead—about taxes and beyond.

Turbulent times test everyone’s resolve—whether you’ve taken the long view for decades, are just beginning to embrace it, or still find yourself leaning on stock-picking instincts. No matter your background, chances are you’re hearing more chatter lately—around the office, at the gym, or over cocktails—about “the market.” Some are panicked. Others are simply asking, “What should I do now? What are you doing?”

Here’s our suggestion: Pause. Breathe. And consider sharing a copy of Odds On with your friend or colleague. (Just call, email, or click here to send a hard copy or audio version.) If you’re feeling uneasy yourself, revisit the book—or better yet, let’s talk. Need a quick refresher? Start with the Odds On summary of key takeaways.

While there’s no substitute for a real conversation to calm the nerves, not everyone has an advisor on speed dial—or a sleepless night may strike at 2:00 AM. That’s where Odds On comes in. For nearly a decade, it’s helped readers stay grounded, especially when markets feel like a rollercoaster. Yes, the book will turn 10 before we know it—but the philosophy behind it is backed by over a century of evidence and forms the bedrock of how we invest at Hill Investment Group.

Styles may drift in and out of favor, but taking the Long View means committing to a philosophy that consistently puts the odds of long-term success on your side—regardless of today’s headlines.

So, if you’re feeling uneasy, give us a call. Or pick up your copy of Odds On and revisit a few highlighted pages. And if someone you care about could use a steadier hand, let us know where to send their copy. We can’t control the market—but we can help you control how you think about it.