In a recent conversation with Charles Kafoglis, he shared a profound realization: it’s time. After years of taking the long view, Charles has decided to retire. Inspired by the wisdom in the book Die With Zero, which encourages us to embrace and maximize the unique opportunities of life’s seasons, Charles is stepping into his next chapter with excitement and purpose.

With his wife, Pattie, Charles plans to explore more of the world, deepen their involvement in non-profit work, and set meaningful new goals—including an ambitious one: running a 10-minute mile on his 80th birthday!

While he will undoubtedly miss the people of Hill, the clients he has served so thoughtfully, and working alongside his son Michael, we know this next season will bring new joys and adventures.

Charles’ departure will be effective at the end of December, and we are committed to making this transition seamless for our clients and team.. We are actively meeting with candidates for this lead position and look forward to an announcement we can share with you soon. In the interim, a combined team at Hill will ensure continuity for all clients. 

We are deeply grateful for Charles’ contribution and wish him a fulfilling and hopeful journey ahead.

Charles Kafoglis leads our Hillfolio segment and produced a stellar educational resource recently titled “The Greatest Double“.  Many clients connected with the message of the importance of time to the patient investor. Charles is back with a new gem called “The Path to Greater Returns”, a compelling story that extends our understanding beyond time and seeks to prove that your investment rate of return is just as important.

If you find these videos valuable, please let us know. Feel free to share this email and video with a colleague, friend, or serious saver.

You can contact us directly at Charles@HillInvestmentGroup.com or 314-448-4023 if you want to talk about your plan in more detail.

Ready to meet someone with the heart of a teacher? Charles Kafoglis is our featured video this month and it’s worth a watch. Charles brings decades of client service experience from his days as a management consultant. Most recently, he has been working with teens and young adults to instill financial literacy skills, sorely lacking across all levels of our education system, helping them launch their careers with a sound financial foundation. He appreciates the value of listening, making a difference, and practical problem-solving. We think you’ll love Charles as much as we do!