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

Podcast Episode – Dr. Daniel Crosby

When we know better, do we do better? Why are there so many areas in our lives where we need reminders and prodding to make things happen that we already know we should…or shouldn’t…do? In this episode, host Matt Hall is joined by bestselling author Dr. Daniel Crosby who brings to life the “knowing-doing gap,” the three Es for changing our behavior, and why constant praise is not the best way to raise successful children. Listen on Apple or click below.

We know that some of our regular readers prefer reading rather than listening (or enjoy both). We wanted to remind you that there is an accompanying written transcript of every podcast. You can get the Dr. Crosby podcast here.

Three Musicians and a Shoe Guy Walk Into a Bar…

What do Britney Spears, Michael Jackson, Prince, and Tony Hsieh (Zappos!) all have in common? And no – this is not the start of a bad joke.

Each of these individuals caught our attention recently for the headlines they (or their estates) made. While we usually encourage you to “tune out the noise” and “ignore the talking heads,” sometimes celebrity gossip headlines contain valuable lessons…usually of what not to do.

The combined estates of Spears, Jackson, Prince, and Hsieh are worth nearly $2 billion. An amazing sum! Yet all of this money is trapped in battles (legal or otherwise) to distribute or manage assets. Our crew of celebs could have avoided this pain. Unfortunately, when a clear plan is not in place, unwinding disputed estates can involve paying lots of pernicious fees. A reliable team of fiduciary advisors and a solid, up-to-date plan can minimize disputes, ease the process, and reduce unnecessary costs to the estate. 

If my goal is to preserve assets for my beneficiaries or charitable causes, instead of getting stuck in a prolonged legal battle, what should I do?

It’s dramatically easier, less expensive, and simpler to pay your advisory team in advance rather than have them clean up the mess afterward.

That’s why Hill gets involved, sooner rather than later, in estate planning with our clients. Whether you’re just starting or need a comprehensive review and update of an existing plan, set up a call or meeting with us – click here. Your future self, and your kids, will thank you.

A Quote We Love

Our favorite WSJ Columnist, Jason Zweig, recently told a story, warning of trying to get rich quickly. We had to share our favorite quote from the piece:

‘I can’t tell you how to get rich quickly,’ the Hungarian stockbroker and trader André Kostolany liked to say. ‘I can only tell you how to get poor quickly: by trying to get rich quickly.’

Read the full piece here.

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