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
Tag: take the long view
A Moment of Reflection: Something to Celebrate
This time of year, people are buzzing about New Year’s resolutions, guessing what the tax changes will be, and all sorts of anxiety-provoking topics.
But you, you’re different. Give yourself a huge pat on the back. You can congratulate yourself on checking the box on most, if not all, of your financial resolutions – for this year and next! Why?
You’re a Hill Investment Group client. With that single decision, you get to delegate your worry to us, benefitting from:
- A long-term, low-cost, tax-efficient, and globally diversified investment portfolio
- A financial plan grounded in your personal goals, your family, the causes, and organizations that you genuinely care about
- A disciplined, evidence-based investment strategy
- Tax-aware investment moves made throughout the year
- Planning strategies that maximize the value of vehicles and benefits available to you
- Proactive strategies that guide you towards the legacy you hope to leave
- And the list goes on!
So. Now what? By checking off all of the above, take a few minutes and think about those long-term goals, your family, your health. What will you resolve to start doing or stop doing with this freedom? What can you do that will enhance your health span, your relationships, the odds that you’ll check off some bucket list items. Do that.
And while you do that, the Hill Investment Group team will continue to do our part to eliminate worry and deliver peace of mind. Our mission is to walk you towards a higher level of financial freedom. We thank you for making us part of your family. It’s great company to be in!
If you’re not a client and want to check off a few items on your New Year’s resolution list, call us or set up a time to get together…face to face or virtually. Cheers!
Podcast Episode – Boring is Not Bad
A year out from the fear and uncertainty that caused the rapid pandemic-driven market crash of 2020, the financial media is back at it again with what they do best: spinning stories about the latest must-have investments. In this episode, Matt Hall explains why the boring route is the satisfying road to successful investing. Listen on Apple or click below.
Performance data discussed represents hypothetical past performance. This data is intended for educational purposes only and does not show the historical or expected results of any specific investor or Hill client. Data discussed is in US dollars. Indices are not available for direct investment and performance does not reflect expenses of an actual portfolio. Past performance is not a guarantee of future results. Current performance may be higher or lower than the performance discussed. The Investment return and principal value of an investment will fluctuate so that an Investor’s shares, when redeemed, may be worth more or less than their original cost.
Image of the Month
We love images that show “the long view”. My daughter, Laura Hill, recently visited Sequoia National Park and took this image of another hiker as he soaked in the view from the top. Interested in having your photo featured in our newsletter? Follow us on Instagram and tag us in your posts to show how you envision the long view!
