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

Volatility & Bananafish.  What?

As many investors scratch their heads about the current economy and global market conditions, some may question their long-term investment plan and the relevance of “taking the long view.”  Frankly, that’s human nature.  That’s our cave-person, fight-or-flight genetics kicking in.  Totally expected, as are our current market conditions when put into context.  While the following is a slightly longer read than usual, the payoff for reading (and thinking about the contents) are worth it.  Enjoy the analogy that ties together: volatility, bananafish, and your portfolio.  If you’d like to discuss the article further, simply call the office at 855-414-5500 or schedule time with us via this link.

Click here for the fantastic write-up by our friend Rubin Miller.

Matt Zenz on Recent Market Volatility

We asked Matt Zenz to narrate a 10-minute presentation on recent market volatility. If you’re our client, some of this will be repeat information for you, but it could prove helpful as a refresher.

Feel free to share it with others who could benefit from the long view perspective. It’s easy for investors to be influenced by the noise in the world.  This short talk might be just what they need.

Data shown do not represent the results of actual client assets during the defined period. The results shown represent hypothetical returns of $1 invested over the period. HIG’s equity model discussed was approved by our investment policy committee 12/08/2021. In an effort to compare apples to apples, the index or model performance stated does not account for cash flows, trading costs, trading impact, or advisory fees. Note that any hypothetical returns shown will be reduced by advisory fees and other expenses incurred in the management of a client’s account. Discussion of HIG’s advisory fees for new clients is linked here, and overall fees are described in our brochure linked here. The data presented uses historical data provided by third parties. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Consult a professional before implementing an investment strategy. 

Rich vs. Wealthy

One of our favorite podcast guests, author Morgan Housel, wrote a piece about “rich” versus “wealthy.” We had to share the quote below that stands out to us.

I want to be rich, because I like nice stuff. But what I value far more is being wealthy, because I think independence is one of the only ways money can make you happier. The trick is realizing that the only way to maintain independence is if your appetite for stuff – including status – can be satiated. The goalpost has to stop moving; the expectations have to remain in check. Otherwise, money has a tendency to be a liability masquerading as an asset, controlling you more than you use it to live a better life.

For the full piece click here.

And if you can’t get enough of Morgan’s writing here’s more.

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