I read a great article recently in the New York Times.  It revealed that studies ranging from Emory University to Silicon Valley indicate that children learn resilience when they discover how their family and previous generations have dealt with adversity.  Introducing stories from your past, trials and errors, success and failures – anything that reveals to your children that mistakes are a part of life – will enable them to become stronger, more resilient members of society.

Reading this article is a great starting point to come up with ways to weave your own family narrative into dinner table discussions this holiday season (which is right around the corner)! Ask your children and grandchildren questions, share your stories with them, and be prepared for new holiday memories to be made.

Please click here to read the full article: The Stories That Bind Us.

This summer we were privileged to work with a young man named Dominic.  He was a huge help around the office and we miss having him here!  Below you can read about his experience in his own words:

I’d be lying if I said I wasn’t reluctant to join Hill Investment Group for a summer internship. My background is in public relations, media studies, and writing. I’m not even part of the Business School at Xavier University where I’m entering my junior year. In fact, finance and investing were nowhere to be found on my radar until Rick Hill walked me through a Monte Carlo Simulation during my first week at the office.

But what I found most valuable about my time at Hill Investment Group wasn’t my indirect personal finance lessons from Rick nor the investment lingo that I picked up from John Reagan. As I talk with other college students, I can’t help but notice how ego shapes their opinions about work, specifically internships. So often, the main concern is the title of the position or what type of tasks they’ll be assigned. What I’ve discovered is that valuing learning and opportunity over credit and titles opens the most doors. This was confirmed during my time at Hill.

Instead of looking at this internship as something on top of everything else in my life, I found instead that it complimented aspects of my life that I never thought possible. Because of HIG, I was able to apply the skills I’ve cultivated to a real, professional business. In addition, the HIG team taught me what it means to run a client-centered operation. They instilled in me the value of connecting to clients on a personal level – knowing the names of their kids and where they go to school, asking about family vacations, etc. Such an environment inspired me to implement the same approach into my personal life, as well as my future career.

Hill Investment Group oozes trust and confidence. I sensed this beginning with my first email exchange with John all the way through my last day when I wrote the post you’re reading right now.

As I spent more time with the team, I couldn’t help but notice that the reasons I was drawn to HIG were the same reasons I was drawn to Xavier University: a small group of loyal, purposeful individuals, maximized attention to detail, and a simplified approach to solving problems. But perhaps the most striking feature of HIG is its transparency.

I’ve heard office horror stories warning newbies to keep quiet and never interrupt “the boss.” Such a culture is nonexistent at HIG. Because team communication is so greatly emphasized, it wasn’t rare for a work project discussion to digress into a personal, real-life story. If you don’t think that’s possible or efficient, read Matt’s book Odds On: The Making of an Evidence-Based Investor.

The opportunity to work with HIG was unexpected to say the least, but oddly, it’s the unexpected things that prove to be the most valuable down the road.   I don’t know where I’ll be in one, ten, or twenty years, but the tools that HIG equipped me with have prepared me to take on life with purpose and fortitude.

I’m proud to say that I take the long view.

At Hill Investment Group, we are proud to deliver best-in-class investment reporting to our clients each quarter.  Having had experience with reporting writing software, this is no easy task.

As our clients know, our reports clearly illustrate the vital signs every investor should know – fees, returns and asset allocation.  Well, we’ve decided that’s not enough.  Late last year, we began experimenting with a new tool that will bring all your wealth into the palm of your hand.

So, now you can securely see your real estate holdings, banking assets, and private assets on the web or your phone. Check out the video below.

I’m making personal calls to our clients about the tool, but please let me know if you would like your access accelerated.  And, be sure to ask me about the ability to run a formatted personal financial statement as of any date with the click of a few buttons.