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.

Finance author and TLV podcast guest Morgan Housel recently wrote a five-step guide on “How to Do Long Term.”  In Housel’s words…

Read his rules to live by here.

What is a concierge? Merriam-Webster defines it as “a person or service that provides assistance with personal business (such as making travel arrangements, scheduling appointments, or running errands).” We’ve all heard of a concierge at a hotel, or perhaps even a concierge doctor – but you’ve probably wondered, is a dedicated concierge reserved for only the ultra-wealthy?

Insert our official Client Concierge – Buddy Reisinger.

For as long as we’ve known Buddy Reisinger, we’ve observed him juggling an eclectic mix of questions from clients, friends, and family. The queries range from “any idea who the best plantar fasciitis doctor is in Saint Louis?” to “I’m heading to Santa Barbara and want to impress my in-laws – where do we get dinner?” to “Which organization will benefit most from my charitable gift?” to “Which airport should I fly into when I go to Cape Cod?”.

It seems evident to us, but we want you to know that we’ve crowned Buddy the official HIG Concierge (his new title). As a world traveler, adventure seeker, family man, and lifelong learner, Buddy always has the answer, and if he doesn’t – he sure as heck knows someone who does!

If you’ve been a client for a while now – chances are you know Buddy. If you’re new to the firm or want to learn more about him, please click here.

We encourage you to reach out to Buddy with your strangest request. He’s up for the challenge.